Business Owners & Company Directors – Are you Auto-Enrolment Ready????

You might be wondering what auto-enrolment is, how it is different from the State Pension and how it affects you as an employer? Auto-enrolment is a new retirement savings scheme for employees which is being introduced by the government to cover ‘the pension gap’. Its planned to start on 30th September 2025 when employees will […]

Persist when others quit !

This is so true in our current environment ! What’s the “secret” to financial freedom? Persist when others quit. Grit and determination are key to success in many areas, including investing. Low points can be moments of opportunity, and how you react to them really matters—here’s the proof. pic.twitter.com/Dwyzvuru52 — Vanguard (@Vanguard_Group) March 12, 2024

Focus on helping the planet through small changes !

As we head into another new year we often think of improving ourselves in some way, shape or form! I listened to a very interesting podcast recently “Impactful Environmental Resolutions We Can Make” – by Jo Linehan. This had a particular focus on things we can do to help the environment and reduce the effects […]

A winning formula from a local Limerick Financial Planning Company.

Nice piece in the Limerick Leader this weekend in case you missed it! We are celebrating 50 years in business this year which is a wonderful milestone to reach (not me personally, I’m far too young) along with our Brokers Ireland SME Broker Expert Award in November. Thanks to all our loyal clients, we look […]

The Three C’s of Investing !

Equities posted significant gains during November especially in the US which responded positively to Trump’s election.  This was fuelled by optimism around potential economic policies like tax cuts and deregulation.  The S&P 500 is up nearly 6% for the month of November – its strongest monthly performance so far this year. The ‘Magnificent Seven’ a […]

Winners of the SME Broker Expert Award 2024🥇

✌ Sunrise Financial Planning wins SME Broker Expert Award 2024! ✌ We were honoured to win the inaugural category which is specifically aimed at smaller businesses like Sunrise Financial Planning. This prestigious award recognizes outstanding SME brokerages (under 5 employees) who have demonstrated expertise, innovation, customer service, resilience and achievement. It was a time to […]