1.Know Your Obligations Understand who must be enrolled, contribution rates, and deadlines to ensure compliance. Refer to the government website for more information on Auto-enrolment. There are also plenty of free webinars on offer from pension and HR providers. 2. Decide on your Planned Approach Employers need to decide if they wish to […]
Can you imagine your future you ?
Today is World Financial Planning Day. As a CERTIFIED FINANCIAL PLANNER ™ I help my clients live their today and plan tomorrow. Imagining your future you is not always easy and many of us simply don’t want to! That’s exactly why having someone you trust to guide you makes such a big difference. Most of […]
Ensure you are ready to meet your own coolest life opportunities!
Delighted that our own Shane Lowry helped secure the big win for the Ryder Cup for Team Europe last weekend. Whilst doing so he turned to his caddie and said, “I have the chance to do the coolest thing in my life here!” It was a reminder to us all that life’s greatest moments come […]
Life isn’t just about numbers !
What’s on your bucket list? Whether it’s traveling to a dream destination, learning a new skill, or spending more quality time with loved ones, investing in meaningful experiences enriches your life in ways money alone can’t. My husband and I recently completed the Portuguses Camino – overall a lovely experience, even with a few rainy […]
Her Heart Matters !
Every woman’s heart deserves attention – let’s break the silence and empower each other! Learn how you can protect your heart during Her Heart Matters month. Even small changes can make a big difference. To find out how, register for a free webinar being run by the Irish Heart Foundation on World Heart Day – […]
Winner!
We’re delighted to share that our 3 winners have been contacted, and their books will be making their way to them over the next couple of days! A huge thank you to everyone who entered. Keep an eye on our social media channels and website for details of our next competition — you won’t want […]
Summer Book Giveaway
FOLLOW | LIKE | COMMENT – on this post to be in with a chance to win This year marks a milestone anniversary for us – 50 years of helping our clients secure their financial future. To say thank you for your trust and support, we are giving YOU the chance to win one of […]
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, […]
Looking for something to do this May Bank Holiday weekend???
The May Bank Holiday marks a welcome long weekend – giving us the perfect opportunity to relax, enjoy time with loved ones, or explore new experiences. Have you plans for the weekend? You may be planning on simply enjoying a restful day, catching up with friends or maybe a getaway. If are in Limerick why […]
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
