We are super excited !! Just got the news that we have been nominated for the Prestigious 2024 Brokers Ireland Expert Awards in the SME category. Winners will be announced on 7th November so watch this space. We are delighted to be in the running for this award and we are incredibly proud of what […]
2024 Paris Olympics comes to a end
And that’s a wrap with a spectacular closing ceremony at the 2024 Paris Olympics last night. We are so proud of Ireland’s 133 athletes who participated in the 2024 Olympics providing us with lots of entertainment over the last few weeks. What an achievement bringing home seven medals – four gold and three bronze. […]
Pieta House Jog 120 in July
We are proud to support this young man in his fundraising efforts for Pieta House. Darragh Custy has committed to jogging 4 km daily throughout the month of July thats 120 kms in total! Pieta are over 85% funded by the public, which means they rely on your generosity to help sustain their nationwide services! […]
What does a Financial Planner do? Day 5 of 7!
We incorporate your life goals into your financial plan, helping you create a ‘bucket-list’ with timescales so you can achieve your life ambitions. Life is a journey not a destination !Don’t wait until you retirement to enjoy life to the full!
What does a Financial Planner do? Day 2 of 7!
Part of a Financial Planner’s job is helping a client understand how much money they need for the rest of their life. Knowing how much is ‘your enough’ will give you the freedom to live a great life now! We come across three types of people when it comes to financial planning – those in […]
What does a Financial Planner do?
We often get asked what does a Financial Planner do? Rather than getting too technical, we decided to share an area where we help our Financial Planning Clients with every day this week – thats 7 areas we will be covering! No 1: We help our clients to understand their different expenditure requirements at […]
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, […]
Employee Appreciation Day 1st March 2024
Had a lovely lunch at The Clayton Hotel here by the river on Friday 1st March in recognition of our hardworking team on Employee Appreciation Day. This year we have lots to celebrate! Not only do we have wonderful employees who are dedicated to bringing our clients a top-class service but this year is even […]
The Right to be Forgotten – for Cancer Survivors
A new Code of Practice for Cancer Survivors seeking mortgage protection insurance has been introduced – known as the Right to be Forgotten! We all know someone who has been affected by cancer. Thanks to advances in screening and treatment Ireland has up to 200,000 cancer survivors, and each year there are approx. 44,000 new […]
Your Second Life !
Really enjoyed Standard Life’s webinar this morning – Inspiring a Conversation. It’s aim was to inspire more conversations with women on retirement planning. It was an energetic and thought provoking conversation. We need to help women plan for their “Second Life” – not Retirement! How do we do this without using the P word? 😉 […]
