Huge congratulations to the Limerick hurlers on their Munster Final victory yesterday! Defeating Cork by just a single point in a game that had absolutely everyone on the edge of our seats. What a thrilling, hard-fought performance to bring the Mick Mackey Cup back to Limerick. Hard luck to Cork. Final Score: Limerick 1-21 V […]
Cashflow Planning – Your Future Starts Here!
Budgeting tells you where you money is going. Cashflow Planning tells you where your life is going. There is a big difference! A good Cashflow Plan brings together your income, your assets, your spending and your goals – and shows you whether the life you want is actually within reach. Its not about restriction. Its […]
How to save Inheritance Tax using the Small Gift Exemption
I wanted to share a straightforward opportunity that many families are using to pass on wealth completely free of tax — the Small Gift Exemption. Under Irish tax law, any individual can receive up to €3,000 per year from any single person, free of Capital Acquisitions Tax (CAT). A grandparent, for example, can gift €3,000 […]
Do any of these questions keep you awake at night?
These are the questions we get asked most. Do any of them sound familiar? Real questions. Real answers. No guesswork. #financialfreedom #retirementplanning #MoneyMatters #financialwellbeing #limerick
What does ‘Enough’ mean to you?
Everyone’s idea of “enough” is different. Before we ever look at numbers with a client, we start with a much more important question, and that is what does “enough” actually mean to you? Its not what your parents had. Its not what your friends seem to have. It is what YOU need to feel […]
Financial Fraud Awareness
As your financial adviser, one of the most important things I can do is help keep you and your hard-earned money safe — so today I want to talk about something that’s affecting more and more people in Ireland = Financial Fraud. Financial fraud is on the rise – with online fraud up by 120% […]
Income Protection – Why it matters more than ever!
Our Claims Specialist, Deirdre, has put together a short article on Income Protection and why it matters and how it could protect you and your family. Well worth a read if you’ve ever wondered whether it’s right for you. “Having worked in Sunrise over 20 years, I’ve witnessed a remarkable shift in how people view […]
Buy yourself your the freedom to live your life
As a financial planner, people often come to me focused entirely on the numbers. Their mortgage, their pension and their rainy day fund. All important. But real financial planning starts somewhere different and asks “What kind of life do you actually want to live?” Most people haven’t stopped to truly answer that. And that’s […]
Love & Finance
Love might be in the air today, but it can also make good financial sense. Love isn’t the only reason for marriage in Ireland. If you are cohabiting, there are real financial and legal protections you might be missing! Knowing the differences can have a big […]
New research from the Health Insurance Authority
New research from the Health Insurance Authority caught my eye last week! Seven out of ten people with a health insurance policy have never switched provider or plan, and 82% don’t even shop around at renewal. On average, people stay on the same plan for 20 years — which is remarkable when you consider that […]
