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Category: Blog

Mortgage Protection – All you need to know !

August 19, 2024 / in Blog Leave a Comment on Mortgage Protection – All you need to know ! by sunriseadmin

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 !!

July 25, 2024July 25, 2024 / in Blog Leave a Comment on Amazon is celebrating 30 years old this year !! by sunriseadmin

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!

May 21, 2024 / in Blog Leave a Comment on What does a Financial Planner do? Day 7 of 7! by sunriseadmin

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!

May 21, 2024 / in Blog Leave a Comment on What does a Financial Planner do? Day 6 of 7! by sunriseadmin

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!

May 21, 2024 / in Blog Leave a Comment on What does a Financial Planner do? Day 4 of 7! by sunriseadmin

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 !

May 16, 2024May 16, 2024 / in Blog Leave a Comment on What does a Financial Planner do? Day 3 of 7 ! by sunriseadmin

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 !

May 2, 2024May 2, 2024 / in Blog Leave a Comment on Happy Weekend ! by sunriseadmin

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?

April 15, 2024May 2, 2024 / in Blog, Uncategorized Leave a Comment on Did you know you can buy a Property using your Pension Fund? by sunriseadmin

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.

January 24, 2024February 16, 2024 / in Blog, News by sunriseadmin

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

January 4, 2024February 16, 2024 / in Blog, News by sunriseadmin

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 […]

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Sunrise Financial Planning
Unit 9 Steamboat Quay
Dock Road
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V94 X7V7

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