To the Leaving Cert Class of 2026 As your exam results arrive this morning – remember that they are important, but they are not the measure of who you are or what you can achieve. Be proud of your efforts and keep looking forward. Your future is full of possibilities. #leavingcertificate2026 #finanancialplanning #Congratulations
Update for Cancer Survivors
A very welcome change for cancer survivors in Ireland The passing of Ireland’s new “Right to be Forgotten” legislation is a significant step forward for people who have recovered from cancer. For many years, cancer survivors often faced difficulties obtaining mortgage protection insurance, even when treatment had ended successfully many years earlier. This new law […]
Luimneach Abú
A huge congratulations to Limerick on their outstanding All-Ireland Final win over Galway. What a result at 1-29 to 1–18. Delighted to see the Liam McCarthy Cup coming home to the Treaty County once again. All looking forward to the homecoming celebration later this evening from 5 pm onwards in Pery Square. #LimerickAbú […]
New Pension Rules
What is new? You now have the right to ask to work up to 66 instead of being forced to retire at 65 — but you need to take action and formally request it. From 29 June 2026, employees in Ireland will have a new right around retirement. The new legislation allows eligible workers to […]
Congratulations Limerick
Huge congratulations to the Limerick hurlers on their Munster Final victory yesterday! Defeating Cork by just a single point in a game that had absolutely everyone on the edge of our seats. What a thrilling, hard-fought performance to bring the Mick Mackey Cup back to Limerick. Hard luck to Cork. Final Score: Limerick 1-21 V […]
Cashflow Planning – Your Future Starts Here!
Budgeting tells you where you money is going. Cashflow Planning tells you where your life is going. There is a big difference! A good Cashflow Plan brings together your income, your assets, your spending and your goals – and shows you whether the life you want is actually within reach. Its not about restriction. Its […]
How to save Inheritance Tax using the Small Gift Exemption
I wanted to share a straightforward opportunity that many families are using to pass on wealth completely free of tax — the Small Gift Exemption. Under Irish tax law, any individual can receive up to €3,000 per year from any single person, free of Capital Acquisitions Tax (CAT). A grandparent, for example, can gift €3,000 […]
Do any of these questions keep you awake at night?
These are the questions we get asked most. Do any of them sound familiar? Real questions. Real answers. No guesswork. #financialfreedom #retirementplanning #MoneyMatters #financialwellbeing #limerick
What does ‘Enough’ mean to you?
Everyone’s idea of “enough” is different. Before we ever look at numbers with a client, we start with a much more important question, and that is what does “enough” actually mean to you? Its not what your parents had. Its not what your friends seem to have. It is what YOU need to feel […]
Financial Fraud Awareness
As your financial adviser, one of the most important things I can do is help keep you and your hard-earned money safe — so today I want to talk about something that’s affecting more and more people in Ireland = Financial Fraud. Financial fraud is on the rise – with online fraud up by 120% […]
