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Our Insights
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Investment (37)
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The big influences on your investment returns
When it comes to investment returns, the list of influencing ...
5th December 2024
Read Insight
Make 2025 your best financial year yet
2025 is fast approaching, and as your head starts to ...
5th December 2024
Read Insight
Employers – have you started thinking about pensions auto-enrolment?
Auto-enrolment is a major development on the horizon for Irish ...
3rd October 2024
Read Insight
Life is not a rehearsal
We often hear the phrase โlife is not a rehearsal,โ ...
3rd October 2024
Read Insight
Retirement – There’s more to think about than money
When you think of retirement, what comes to mind? Is ...
6th August 2024
Read Insight
How to improve your financial mindset
The most famous of all investors, Warren Buffett once said, ...
6th August 2024
Read Insight
Claims – the whole purpose of insurance
Sometimes when it comes to life assurance and cover for ...
25th June 2024
Read Insight
The power of a regular review
You might be wondering if you need to bother reviewing ...
25th June 2024
Read Insight
Separation – reduce the financial turmoil
Ending a marriage is usually a really tough time. There ...
9th April 2024
Read Insight
The Upsides of Building Wealth Slowly
Maybe itโs a stage in life that you get to, ...
25th June 2024
Read Insight
The value of professional financial planning
OK, we donโt want to blow our own trumpets, but ...
25th June 2024
Read Insight
Estate Planning โ thinking of othersโฆ
As our clients progress through their financial lives, we see ...
25th June 2024
Read Insight
4 areas to plan for retirement
The word retirement conjures up different thoughts for each of ...
25th June 2024
Read Insight
How to cut your upcoming tax bill
So here we are again, digging around for eligible receipts ...
5th December 2023
Read Insight
So you want to invest in line with your values?
ESG Investing is here to stay. This is being driven ...
25th June 2024
Read Insight
Make your future goals in life a reality
โItโs not just about the moneyโ is a phrase I ...
16th July 2024
Read Insight
Risks are a key feature of investing
When weโre designing an investment portfolio for our clients, we ...
16th July 2024
Read Insight
What can we learn from the past decade?
Do you remember 2013? It sounds quite recent, but then ...
20th July 2023
Read Insight
5 valuable financial tips to give to your children
Money management is a crucial skill that every child should ...
22nd May 2023
Read Insight
Want to give โฌ500,000 to your family tax free? Here’s howโฆ
Picture the scene โ I hope it applies to you ...
22nd May 2023
Read Insight
Time to tighten the belt?
The cost-of-living crisis is starting to bite for lots of ...
16th July 2024
Read Insight
The great new wealth extraction opportunity for business owners
Apart from the volatility in investment markets and everything else ...
16th July 2024
Read Insight
Stay financially fit in 2023
As 2023 gets into full swing, weโre all receiving a ...
31st January 2023
Read Insight
Financial planning in your 70’s
In this final instalment of our age-related articles, it is ...
16th July 2024
Read Insight
How much is enough?
A conversation that often arises with clients is around how ...
16th July 2024
Read Insight
Financial planning in your 60’s
This month itโs time for the latest in our series ...
16th July 2024
Read Insight
Financial planning in your 50’s
This is the latest in our series of articles that ...
16th July 2024
Read Insight
Why everyone needs income protection
Let’s face it, Income Protection is somewhat of a grudge ...
16th July 2024
Read Insight
Will you leave a financial windfall or a mess when you die?
As Benjamin Franklin once said, โin this world nothing can ...
16th August 2022
Read Insight
Financial planning in your 40’s
In our last newsletter, we wrote about what’s important financially ...
16th July 2024
Read Insight
What’s important financially, when in your 30’s
This is the first in a series of articles that ...
16th July 2024
Read Insight
Claims sit at the heart of what we do
We await with interest each year the claims statistics from ...
16th July 2024
Read Insight
Beware your Investment Biases
We wrote in January about โStaying out of your own ...
16th July 2024
Read Insight
Itโs not only The Tinder Swindler who will try to scam you
Thereโs been a lot of media talk over the last ...
4th April 2022
Read Insight
Focus on the big picture
Letโs make it a real resolution in 2022 to focus ...
7th February 2022
Read Insight
Stay out of your own way
Weโve seen quite a lot of volatility in investment markets ...
16th July 2024
Read Insight
How’s life?
No, no, no โ really howโs life? Weโre not saying ...
29th November 2021
Read Insight
What are your financial needs now?
We spend our days helping clients to plan their financial ...
29th November 2021
Read Insight
How will you reduce your tax bill?
Tax is a necessary evil. If we want to live ...
29th September 2021
Read Insight
Is it time to get your money off deposit?
Are we finally getting back to normal? Itโs great to ...
29th September 2021
Read Insight
Cohabiting is not always a walk in the park
We decided to write about this topic after listening to ...
16th July 2024
Read Insight
What have we learned from living through the pandemic?
Weโre currently doing a lot of planning work with clients ...
3rd August 2021
Read Insight
Don’t lose track of your unclaimed pensions
OK we admit โ this may not sound like the ...
31st May 2021
Read Insight
What impact has Covid had on claims figures?
Weย were wondering recently about the impact that COVID has ...
16th July 2024
Read Insight
Three things to know about Evidence Based Investing
Evidence Based Investing (EBI) is gathering more and more supporters ...
16th July 2024
Read Insight
What can we learn from Warren Buffett?
Where do you start with Warren Buffett? Widely recognised as ...
16th July 2024
Read Insight
Don’t forget to look after Number 1
We are fortunate to work with quite a number of ...
1st February 2021
Read Insight
5 simple tips for a post-pandemic reward
Pretty much all of our conversations these days open with ...
1st February 2021
Read Insight
Tell me more about Ethical Investing
Ethical investing refers to the practice of using one’s ethical ...
8th December 2020
Read Insight
When did you last stress test your finances?
2020 has been a year of great uncertainty. Of course ...
8th December 2020
Read Insight
Whatโs all this about Investment Behaviours?
Itโs not an easy ride for investors today, when you ...
6th October 2020
Read Insight
What to do if your retirement funding is falling short
Look, it happens regularlyโฆ people realise that with their current ...
6th October 2020
Read Insight
It’s time to review your spending after Lockdown
A huge amount of the time we spend with our ...
17th August 2020
Read Insight
The purpose of insurance is to pay claims when needed
As we emerge from lockdown and the world is getting ...
16th July 2024
Read Insight
Is it time to rethink the importance of money?
As economies around the world start to cautiously emerge from ...
15th June 2020
Read Insight
Covid and your money have a lot in common
A recent phone conversation with a client triggered this article, ...
15th June 2020
Read Insight
Get your life cover in place when you don’t need it
Experience in the life assurance industry shows that most life ...
16th July 2024
Read Insight
Marriage separation – getting your financial ducks lined up
A marriage breakup is usually a traumatic time. Very significant ...
5th April 2020
Read Insight
What does ageing in Ireland look like today?
Weโve written before about the importance of a very planned ...
11th February 2020
Read Insight
Keep your head when all around you are losing theirs
Lots of factors are currently creating a great deal of ...
11th February 2020
Read Insight
What’s your financial plan for the next decade?
How has this happened? Surely we canโt already be facing ...
3rd December 2019
Read Insight
8 important principles to teach your kids about money
In todayโs era of consumerism on a grand scale, it ...
3rd December 2019
Read Insight
How tidy are your retirement affairs?
As part of our work with clients, one really important ...
16th July 2024
Read Insight
Donโt build your future based on whatโs happened recently
Letโs be honest, everyone in Dublin and most people around ...
16th July 2024
Read Insight
We’ll help you plan for life’s events
We came across a quote recently that has really got ...
16th July 2024
Read Insight
What our investment research is telling us
We carry out a lot of research throughout the year, ...
23rd July 2019
Read Insight
Investing is about more than money
Traditionally the role of a financial adviser has been to ...
16th July 2024
Read Insight
Claims are what count
As part of our financial planning conversations with you, we ...
16th July 2024
Read Insight
Lessons from a Mexican Fisherman
Weโd like to share a story with you that originated ...
8th April 2019
Read Insight
What factors impact your investment returns?
Well there is no exhaustive list for this one โ ...
8th April 2019
Read Insight
5 reasons it’s time to review your pension
At theย start of a new year and as outlined in ...
4th February 2019
Read Insight
What does your future life look like?
We hope that you have experienced the quiet evolution of ...
17th December 2018
Read Insight
Is it time to save regularly for your retirement?
Paying tax bills can be a challenging time for both ...
17th December 2018
Read Insight
Retirement Planning is about more than money
When you think of retirement, what do you think about? ...
23rd April 2024
Read Insight
Is Income Protection really necessary?
Income Protection is sometimes described as the glue in a ...
15th October 2018
Read Insight
Your 70’s onwards โ looking after yourself & others
In this final instalment of our age-related articles, it is ...
13th August 2018
Read Insight
Are we all saving enough for retirement?
There finally seems to be some level of commitment at ...
16th July 2024
Read Insight
5 ways we help you stay on track that might leave you wondering!
We are in the business of helping you to achieve ...
14th June 2018
Read Insight
Your 60’s – cruising to the end of your working life
This month itโs time for the latest in our series ...
14th June 2018
Read Insight
Your 50’s – time to build and retain your wealth
This is the latest in our series of articles that ...
3rd April 2018
Read Insight
8 Great Financial Goals to improve your Lifestyle
Weโre now well into 2018 and we often find that ...
3rd April 2018
Read Insight
Don’t blow your financial future in your 40’s โ our 10 tips
We recently wrote about why people should be thinking about ...
19th February 2018
Read Insight
Talk like an investments ninja!
With markets having powered ahead in recent years, in general ...
19th February 2018
Read Insight
What are the risks to your investments?
When weโre designing an investment portfolio for our clients, we ...
4th December 2017
Read Insight
In your 30s and thinking of retirement – are you mad?
Well the short answer is no, youโre not mad to ...
4th December 2017
Read Insight
5 ways to pay less tax
Tax is a necessary evil. If we want to live ...
16th October 2017
Read Insight
Financial planning is not about products
In financial planning businesses such as our own, a relatively ...
16th October 2017
Read Insight
Are you a cohabiting couple? Get protection advice!
According to the Census carried out in 2011, 12% of ...
17th August 2017
Read Insight
What’s the story with SMEโs and pension schemes?
Small & Medium Enterprises (SMEโs) and pensions schemesโฆ they donโt ...
17th August 2017
Read Insight
Whatโs changed over the last decade?
History teaches us many things. Particularly if weโre looking for ...
12th June 2017
Read Insight
Minimise the impact of divorce on your financial plan
A marriage breakup is usually a traumatic time. Very significant ...
12th June 2017
Read Insight
Whatโs all this talk about auto enrolment in pension schemes?
You might have heard references in the media to โuniversal ...
11th April 2017
Read Insight
How well is your company protected?
One of the more important business activities of any company ...
11th April 2017
Read Insight
How much money are you happy to lose?
โWell none obviouslyโ I hear you say. But is that ...
20th February 2017
Read Insight
Brexit, Trump etc. How do you keep your investments on track?
Lots of factors are currently creating a great deal of ...
20th February 2017
Read Insight
What will you leave when you die – a legacy or a tax bill?
As Benjamin Franklin once said, โin this world nothing can ...
5th December 2016
Read Insight
10 ways we can help improve your lifestyle
We thought it might be useful to step back a ...
21st September 2016
Read Insight
Are deposits the answer to market fluctuations?
We understand that building an investment portfolio that meets your ...
21st September 2016
Read Insight
How much control do you have of your retirement plan?
The government, pension providers and financial advisers such as us ...
4th August 2016
Read Insight
What Income Protection is and what it is not
As financial advisers helping our clients to build a better ...
4th August 2016
Read Insight
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About You
Getting Started Financially
Financial Growth Years
Planning Retirement
Living your Second Life
Business Owners
Agri Clients
About Us
Our Teams
Working Together
Terms of Business
Our Services
Financial Protection
Retirement Planning
Investments
Our Insights
Our Videos