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… […]
Important Notice re Auto Enrolment
The new Auto Enrolment scheme called “My Future Fund” designed to help over 800,000 workers to begin saving for their retirement was due to start this September 2025. However last week the Government confirmed that the start date for “My Future Fund” is now being pushed back until 1st January 2026 so that the collection […]
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 […]
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
Happy International Women’s Day 2025
As a female CERTIFIED FINANCIAL PLANNER ™ I’m passionate about helping women take control of their finances. As women we often talk about career growth and the workplace but we often forget our finances. Only 23% of women globally take charge of long-term financial decisions. The lack of involvement can lead to financial vulnerability especially […]
How PRSAs have changed in 2025!
How PRSAs have changed in 2025 PRSAs have been receiving a lot attention in recent years particularly around changes in how they are funded. Last year, the 2024 Finance Act brought in more changes regarding PRSAs, which included a cap on employer contributions. If you own your own business and you are paying into a […]
The Financial Broker Panel
Really enjoyed taking part in the Financial Broker Panel earlier today hosted by Zurich Life in the Savoy Hotel, Limerick. It was great to hear Eamonn Twomey‘s insights on the future role of marketing and AI in our profession. Also nice to chat with Declan Maher and […]
Focus on helping the planet through small changes !
As we head into another new year we often think of improving ourselves in some way, shape or form! I listened to a very interesting podcast recently “Impactful Environmental Resolutions We Can Make” – by Jo Linehan. This had a particular focus on things we can do to help the environment and reduce the effects […]
