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, […]
Are you a Company Director/Business Owner? A change in pension legislation may be of interest.
Is your company making a profit? Do you want to save for your own retirement? Do you want to withdraw wealth from your company in a tax-efficient way? If the answer is YES to these questions then a change in pension legislation in 2023 will be of interest to you! Last year changes […]
Changes to the contributory State Pension – January 2024
Happy New Year to all our followers. A quick update on some positive changes that have been made to the contributory State Pension – effective from 1st January 2024. The changes are welcomed giving people more flexibility and choice when planning around their retirement. Anyone who reaches age 66 this year can now delay the […]
Dealing with Claims
As part of my job, I am there for clients when they are experiencing a life changing event. Sometimes it is the death of a loved one, or they may have been diagnosed with a Serious Illness. I help deal with the life companies on their behalf, and advocate for them to ensure the claim […]
