Celebrating 50 years in business – May 2025

A little poem in keeping with our office tradition for special occasions as we celebrate 50 years in business. “Half a century—what a feat! A journey long, a tale replete. From humble start to heights so grand, With vision, heart, and steady hand. Through changing times and shifting trends, With loyal staff and trusted friends, […]

Don’t let market volatility shake your confidence !

Absolutely market volatility is making headlines and can be unsettling but it’s crucial to maintain perspective! If your financial goals and time horizon remain unchanged, there’s no need to adjust your investment strategy. Staying the course is often the wisest approach.   Here are a few key points to help you stay on track…   […]

Business Owners & Company Directors – Are you Auto-Enrolment Ready????

You might be wondering what auto-enrolment is, how it is different from the State Pension and how it affects you as an employer? Auto-enrolment is a new retirement savings scheme for employees which is being introduced by the government to cover ‘the pension gap’. Its planned to start on 30th September 2025 when employees will […]

Persist when others quit !

This is so true in our current environment ! What’s the “secret” to financial freedom? Persist when others quit. Grit and determination are key to success in many areas, including investing. Low points can be moments of opportunity, and how you react to them really matters—here’s the proof. pic.twitter.com/Dwyzvuru52 — Vanguard (@Vanguard_Group) March 12, 2024

A winning formula from a local Limerick Financial Planning Company.

Nice piece in the Limerick Leader this weekend in case you missed it! We are celebrating 50 years in business this year which is a wonderful milestone to reach (not me personally, I’m far too young) along with our Brokers Ireland SME Broker Expert Award in November. Thanks to all our loyal clients, we look […]

Winners of the SME Broker Expert Award 2024🥇

✌ Sunrise Financial Planning wins SME Broker Expert Award 2024! ✌ We were honoured to win the inaugural category which is specifically aimed at smaller businesses like Sunrise Financial Planning. This prestigious award recognizes outstanding SME brokerages (under 5 employees) who have demonstrated expertise, innovation, customer service, resilience and achievement. It was a time to […]

Directors – Act fast before Change in Pension Rules !

  There was yet another change in pension rules in Finance Bill 2024.   From 01st January 2025, employer contributions to PRSA’s are restricted to 100% of an employee’s gross annual salary.   Since January 2023 (another change of rules!) unlimited amounts can be invested in a PRSA (only curtailed by the SFT of €2 […]