As a female CERTIFIED FINANCIAL PLANNER ™ I’m passionate about helping women take control of their finances. As women we often talk about career growth and the workplace but we often forget our finances. Only 23% of women globally take charge of long-term financial decisions. The lack of involvement can lead to financial vulnerability especially […]
How PRSAs have changed in 2025!
How PRSAs have changed in 2025 PRSAs have been receiving a lot attention in recent years particularly around changes in how they are funded. Last year, the 2024 Finance Act brought in more changes regarding PRSAs, which included a cap on employer contributions. If you own your own business and you are paying into a […]
The Financial Broker Panel
Really enjoyed taking part in the Financial Broker Panel earlier today hosted by Zurich Life in the Savoy Hotel, Limerick. It was great to hear Eamonn Twomey‘s insights on the future role of marketing and AI in our profession. Also nice to chat with Declan Maher and […]
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 […]
Pensions and More Pensions !
This year has brought a lot of legislative changes particularly around pensions, with more to come in 2025. There has been a lot of changes and as we approach the end of the year we thought we would do a quick summary of these: PRSAs (Personal Retirement Savings Plans) These gave opportunities to Company Directors […]
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 […]
Directors – Act fast before Change in Pension Rules !
There was yet another change in pension rules in Finance Bill 2024. From 01st January 2025, employer contributions to PRSA’s are restricted to 100% of an employee’s gross annual salary. Since January 2023 (another change of rules!) unlimited amounts can be invested in a PRSA (only curtailed by the SFT of €2 […]
Exciting News – The Prestigious 2024 Brokers Ireland Expert Awards !
We are super excited !! Just got the news that we have been nominated for the Prestigious 2024 Brokers Ireland Expert Awards in the SME category. Winners will be announced on 7th November so watch this space. We are delighted to be in the running for this award and we are incredibly proud of what […]
