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The big influences on your investment returns
When it comes to investment returns, the list of influencing ...
Make 2025 your best financial year yet
2025 is fast approaching, and as your head starts to ...
Employers – have you started thinking about pensions auto-enrolment?
Auto-enrolment is a major development on the horizon for Irish ...
Life is not a rehearsal
We often hear the phrase โ€œlife is not a rehearsal,โ€ ...
Retirement – There’s more to think about than money
When you think of retirement, what comes to mind? Is ...
How to improve your financial mindset
The most famous of all investors, Warren Buffett once said, ...
Claims – the whole purpose of insurance
Sometimes when it comes to life assurance and cover for ...
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 ...
The Upsides of Building Wealth Slowly
Maybe itโ€™s a stage in life that you get to, ...
The value of professional financial planning
OK, we donโ€™t want to blow our own trumpets, but ...
Estate Planning โ€“ thinking of othersโ€ฆ
As our clients progress through their financial lives, we see ...
4 areas to plan for retirement
The word retirement conjures up different thoughts for each of ...
How to cut your upcoming tax bill
So here we are again, digging around for eligible receipts ...
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
โ€œItโ€™s not just about the moneyโ€ is a phrase I ...
Risks are a key feature of investing
When weโ€™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 ...
5 valuable financial tips to give to your children
Money management is a crucial skill that every child should ...
Want to give โ‚ฌ500,000 to your family tax free? Here’s howโ€ฆ
Picture the scene โ€“ I hope it applies to you ...
Time to tighten the belt?
The cost-of-living crisis is starting to bite for lots of ...
The great new wealth extraction opportunity for business owners
Apart from the volatility in investment markets and everything else ...
Stay financially fit in 2023
As 2023 gets into full swing, weโ€™re all receiving a ...
Financial planning in your 70’s
In this final instalment of our age-related articles, it is ...
How much is enough?
A conversation that often arises with clients is around how ...
Financial planning in your 60’s
This month itโ€™s time for the latest in our series ...
Financial planning in your 50’s
This is the latest in our series of articles that ...
Why everyone needs income protection
Let’s face it, Income Protection is somewhat of a grudge ...
Will you leave a financial windfall or a mess when you die?
As Benjamin Franklin once said, โ€œin this world nothing can ...
Financial planning in your 40’s
In our last newsletter, we wrote about what’s important financially ...
What’s important financially, when in your 30’s
This is the first in a series of articles that ...
Claims sit at the heart of what we do
We await with interest each year the claims statistics from ...
Beware your Investment Biases
We wrote in January about โ€œStaying out of your own ...
Itโ€™s not only The Tinder Swindler who will try to scam you
Thereโ€™s been a lot of media talk over the last ...
Focus on the big picture
Letโ€™s make it a real resolution in 2022 to focus ...
Stay out of your own way
Weโ€™ve seen quite a lot of volatility in investment markets ...
How’s life?
No, no, no โ€“ really howโ€™s life? Weโ€™re not saying ...
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 ...
Is it time to get your money off deposit?
Are we finally getting back to normal? Itโ€™s great to ...
Cohabiting is not always a walk in the park
We decided to write about this topic after listening to ...
What have we learned from living through the pandemic?
Weโ€™re currently doing a lot of planning work with clients ...
Don’t lose track of your unclaimed pensions
OK we admit โ€“ this may not sound like the ...
What impact has Covid had on claims figures?
Weย  were wondering recently about the impact that COVID has ...
Three things to know about Evidence Based Investing
Evidence Based Investing (EBI) is gathering more and more supporters ...
What can we learn from Warren Buffett?
Where do you start with Warren Buffett? Widely recognised as ...
Don’t forget to look after Number 1
We are fortunate to work with quite a number of ...
5 simple tips for a post-pandemic reward
Pretty much all of our conversations these days open with ...
Tell me more about Ethical Investing
Ethical investing refers to the practice of using one’s ethical ...
When did you last stress test your finances?
2020 has been a year of great uncertainty. Of course ...
Whatโ€™s all this about Investment Behaviours?
Itโ€™s not an easy ride for investors today, when you ...
What to do if your retirement funding is falling short
Look, it happens regularlyโ€ฆ people realise that with their current ...
It’s time to review your spending after Lockdown
A huge amount of the time we spend with our ...
The purpose of insurance is to pay claims when needed
As we emerge from lockdown and the world is getting ...
Is it time to rethink the importance of money?
As economies around the world start to cautiously emerge from ...
Covid and your money have a lot in common
A recent phone conversation with a client triggered this article, ...
Get your life cover in place when you don’t need it
Experience in the life assurance industry shows that most life ...
Marriage separation – getting your financial ducks lined up
A marriage breakup is usually a traumatic time. Very significant ...
What does ageing in Ireland look like today?
Weโ€™ve written before about the importance of a very planned ...
Keep your head when all around you are losing theirs
Lots of factors are currently creating a great deal of ...
What’s your financial plan for the next decade?
How has this happened? Surely we canโ€™t already be facing ...
8 important principles to teach your kids about money
In todayโ€™s era of consumerism on a grand scale, it ...
How tidy are your retirement affairs?
As part of our work with clients, one really important ...
Donโ€™t build your future based on whatโ€™s happened recently
Letโ€™s be honest, everyone in Dublin and most people around ...
We’ll help you plan for life’s events
We came across a quote recently that has really got ...
What our investment research is telling us
We carry out a lot of research throughout the year, ...
Investing is about more than money
Traditionally the role of a financial adviser has been to ...
Claims are what count
As part of our financial planning conversations with you, we ...
Lessons from a Mexican Fisherman
Weโ€™d like to share a story with you that originated ...
What factors impact your investment returns?
Well there is no exhaustive list for this one โ€“ ...
5 reasons it’s time to review your pension
At theย start of a new year and as outlined in ...
What does your future life look like?
We hope that you have experienced the quiet evolution of ...
Is it time to save regularly for your retirement?
Paying tax bills can be a challenging time for both ...
Retirement Planning is about more than money
When you think of retirement, what do you think about? ...
Is Income Protection really necessary?
Income Protection is sometimes described as the glue in a ...
Your 70’s onwards โ€“ looking after yourself & others
In this final instalment of our age-related articles, it is ...
Are we all saving enough for retirement?
There finally seems to be some level of commitment at ...
5 ways we help you stay on track that might leave you wondering!
We are in the business of helping you to achieve ...
Your 60’s – cruising to the end of your working life
This month itโ€™s time for the latest in our series ...
Your 50’s – time to build and retain your wealth
This is the latest in our series of articles that ...
8 Great Financial Goals to improve your Lifestyle
Weโ€™re now well into 2018 and we often find that ...
Don’t blow your financial future in your 40’s โ€“ our 10 tips
We recently wrote about why people should be thinking about ...
Talk like an investments ninja!
With markets having powered ahead in recent years, in general ...
What are the risks to your investments?
When weโ€™re designing an investment portfolio for our clients, we ...
In your 30s and thinking of retirement – are you mad?
Well the short answer is no, youโ€™re not mad to ...
5 ways to pay less tax
Tax is a necessary evil. If we want to live ...
Financial planning is not about products
In financial planning businesses such as our own, a relatively ...
Are you a cohabiting couple? Get protection advice!
According to the Census carried out in 2011, 12% of ...
What’s the story with SMEโ€™s and pension schemes?
Small & Medium Enterprises (SMEโ€™s) and pensions schemesโ€ฆ they donโ€™t ...
Whatโ€™s changed over the last decade?
History teaches us many things. Particularly if weโ€™re looking for ...
Minimise the impact of divorce on your financial plan
A marriage breakup is usually a traumatic time. Very significant ...
Whatโ€™s all this talk about auto enrolment in pension schemes?
You might have heard references in the media to โ€œuniversal ...
How well is your company protected?
One of the more important business activities of any company ...
How much money are you happy to lose?
โ€œWell none obviouslyโ€ I hear you say. But is that ...
Brexit, Trump etc. How do you keep your investments on track?
Lots of factors are currently creating a great deal of ...
What will you leave when you die – a legacy or a tax bill?
As Benjamin Franklin once said, โ€œin this world nothing can ...
10 ways we can help improve your lifestyle
We thought it might be useful to step back a ...
Are deposits the answer to market fluctuations?
We understand that building an investment portfolio that meets your ...
How much control do you have of your retirement plan?
The government, pension providers and financial advisers such as us ...
What Income Protection is and what it is not
As financial advisers helping our clients to build a better ...