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 […]
Is your Business ready for Auto-Enrolment?
The new Auto Enrolment Pension scheme is aimed at low to middle earners helping them to save for a financially secure retirement. The State is due to roll this out in the later half of 2024. Although the administration of the state contributions is under active consideration it may be later than then 2024 before […]
This one goes out to all you ladies!
To celebrate International Women’s Day we are runnig a special offer for the month of March. Our Financial Planning Service is being offered to all women at half-price for March only. Thats only €125 to put a roadmap of your financial future in place. We can help give you clarity around your finances now and […]
Cashflow Planning: 9 Ways It Will Transform Your Finances | a real client example
In today’s challenging economic times, it is more important than ever to have a plan for your future. Especially since many people are struggling financially and don’t know how to get back on their feet. If you want to be prepared for the future, Cashflow Planning can help you figure out what your goals […]
