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 […]
Mortgage Protection – All you need to know !
You will need Mortgage Protection if you are buying a home and taking out a mortgage. Like many people your mortgage will be your biggest financial liability. Your lender will stipulate that you have at least a basic Mortgage Protection plan in place before you draw down your loan. Mortgage Protection is a very affordable […]
Amazon is celebrating 30 years old this year !!
Amazon is 30 years old this year – on the 5th July to be exact ! Who would believe from its humble beginnings as an online bookshop founded in a garage in Seatle that it would become the fifth most valuable company in the world. Jeff Bezos, its founder, is now one of the top […]
What does a Financial Planner do? Day 7 of 7!
So finally folks we have come to number 7. Hopefully, this has helped you understand more what a Financial Planner does?This list is not conclusive of course but we hope it has given you an understanding of how we help clients that engage with Lifestyle Financial Planning
What does a Financial Planner do? Day 6 of 7!
Life is NOT a dress rehearsal- this is it and it is NOW!We encourage our clients to live their best life when working through their Financial Plan!
What does a Financial Planner do? Day 4 of 7!
We help clients to understand the amount of investment return they need to maintain their desired lifestyle throughout their life. This may mean spending less now and investing for the future.We help clients to navigate the markets by putting investment strategies in place that are appropriate to you and align with your goals and aspirations.
What does a Financial Planner do? Day 3 of 7 !
We help clients think about they life they have now and their future goals and aspirations. We put you in control by creating your own Financial Plan – giving you the freedom to live you want and deserve !
Happy Weekend !
We are all looking forward to the coming Bank Holiday weekend and the start of the Summer festivals! As well as a break from the office 😊. Here in Limerick the May Bank Holiday weekend promises lots of fun and excitement as the Riverfest kicks off. This year marks the 20th anniversary of the […]
Did you know you can buy a Property using your Pension Fund?
As we all know the Irish are obsessed with owning property!. You may be one of the many whom would like to buy a second property. Did you know that you can use your pension fund to buy a property and earn an income. It is a very complex area and not without its risks, […]
