Why regular pension reviews matter
For many people, pensions sit quietly in the background of [...]
Structuring your legacy with purpose and efficiency
As our clients move through different stages of their financial [...]
Help – I’ve Let My Pension Funding Slide
It is a conversation many people quietly have with themselves, [...]
What exactly am I paying for?
We were asked this question recently by a client to [...]
Lessons from a Mexican Fisherman
We’d like to share a story with you that originated [...]
3 Questions to ask yourself before you retire
Retirement is one of life’s biggest transitions. After decades of [...]
12 great quotes about money and personal finances
One of the foremost writers in the personal finance space [...]
Where are all your pensions?
If you’ve changed jobs a few times, worked abroad for [...]
The Importance of Human Advice
In today’s world, information has never been more available. At [...]
What we’ll keep pushing for after Budget 2026
Every year, the Budget brings a mix of progress and [...]
6 steps to take in 2026 towards financial freedom
As we hurtle towards 2026, many households are looking for [...]
Personal financial planning for newbies
We were asked recently by a client about how best [...]
Does the tax deadline still matter for pensions?
For many people in Ireland, the 31st of October looms [...]
The big influences on your investment returns
When it comes to investment returns, the list of influencing [...]
Do you understand pensions today?
At the turn of this century, yes 25 years ago, [...]
What is the Financial Value of Financial Advice?
It is probably fair to say that we know instinctively [...]
Have you a financial strategy, or are you just muddling along?
“Planning brings the future into the present so you can [...]
Planning Ahead: The Power of Future Cashflow Planning Tools
As your financial planner, our primary goal is to help [...]
Life is not a rehearsal
We often hear the phrase “life is not a rehearsal,” [...]
Watch your (investment) behaviour!
Investors today are getting nervous… Markets remain volatile, last year [...]
Smart Financial Priorities for Young Couples in Their 30s
We’ve been working with several young, successful, professional couples in [...]
Make 2025 your best financial year yet
2025 is fast approaching, and as your head starts to [...]
Auto enrolment considerations for employers
Auto-enrolment is a major development on the horizon for Irish [...]
The upsides of building wealth slowly
Maybe it’s a stage in life that you get to, [...]
Retirement – there’s more to think about than money
When you think of retirement, what comes to mind? Is [...]
The power of a regular review
You might be wondering if you need to bother reviewing [...]
Separation – reduce the financial turmoil
Ending a marriage is usually a really tough time. There [...]
Claims – the whole purpose of insurance
Sometimes when it comes to life assurance and cover for [...]
Estate Planning – thinking of others…
As our clients progress through their financial lives, we see [...]
Get your life cover in place when you don’t need it
Experience in the life assurance industry shows that most life [...]
4 areas to plan for retirement
The word retirement conjures up different thoughts for each of [...]
How to improve your financial mindset
The most famous of all investors, Warren Buffett once said, [...]
The value of professional financial planning
OK, we don’t want to blow our own trumpets, but [...]
Stay financially fit in 2024
As 2024 swings around, we’re all receiving a constant stream [...]
How to cut your upcoming tax bill
So here we are again, digging around for eligible receipts [...]
Time to tighten the belt?
The cost-of-living crisis is starting to bite for lots of [...]
5 valuable financial tips to give to your children
Money management is a crucial skill that every child should [...]
Want to give €500,000 to your family tax free? Here’s how…
Picture the scene – I hope it applies to you [...]
So you want to invest in line with your values?
ESG Investing is here to stay. This is being driven [...]
Make your future goals in life a reality
“It’s not just about the money” is a phrase I [...]
Risks are a key feature of investing
When we’re designing an investment portfolio for our clients, we [...]
What can we learn from the past decade?
Do you remember 2013? It sounds quite recent, but then [...]
The great new wealth extraction opportunity for business owners
Apart from the volatility in investment markets and everything else [...]
How much is enough?
A conversation that often arises with clients is around how [...]
Why everyone needs income protection
Let's face it, Income Protection is somewhat of a grudge [...]
Beware your Investment Biases
We wrote in October about “Staying out of your own [...]
Financial planning in your 70’s
In this final instalment of our age-related articles, it is [...]
Stay out of your own way
2022 has been a year of volatility in investment markets [...]
Claims sit at the heart of what we do
We await with interest each year the claims statistics from [...]
Financial planning in your 60’s
This month it’s time for the latest in our series [...]
Financial planning in your 50’s
This is the latest in our series of articles that [...]
It’s not only “The Tinder Swindler” who will try to scam you.
There’s been a lot of media talk over the [...]
What will you leave when you die?
As Benjamin Franklin once said, “in this world nothing can [...]
Building your financial future when in your 40s
In our last newsletter, we wrote about what's important financially [...]
What’s important financially in your 30s
This is the first in a series of articles that [...]
Focus on the big picture
Let’s make it a real resolution in 2022 to focus [...]
5 Principles of Sound Investing
Investing today can be a bit of a minefield. You [...]
What are your financial needs now?
We spend our days helping clients to plan their financial [...]
How will you reduce your tax bill?
Tax is a necessary evil. If we want to live [...]
How’s life?
No, no, no – really how’s life? We’re not saying [...]
