We help clients to understand the amount of investment return they need to maintain their desired lifestyle throughout their life. This may mean spending less now and investing for the future.We help clients to navigate the markets by putting investment strategies in place that are appropriate to you and align with your goals and aspirations.
What does a Financial Planner do? Day 3 of 7 !
We help clients think about they life they have now and their future goals and aspirations. We put you in control by creating your own Financial Plan – giving you the freedom to live you want and deserve !
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 […]
Happy Weekend !
We are all looking forward to the coming Bank Holiday weekend and the start of the Summer festivals! As well as a break from the office 😊. Here in Limerick the May Bank Holiday weekend promises lots of fun and excitement as the Riverfest kicks off. This year marks the 20th anniversary of the […]
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 […]
Podcast 6 – Long-term Planning and Retirement
We are back to our Financial Expert Podcast Series – the first of 2024. Today we are covering another of the very big personal finance areas and that is long-term planning and preparing financially for retirement. An area that is very relevant for everyone and which we should all start thinking about right now. In […]
Are you a Company Director/Business Owner? A change in pension legislation may be of interest.
Is your company making a profit? Do you want to save for your own retirement? Do you want to withdraw wealth from your company in a tax-efficient way? If the answer is YES to these questions then a change in pension legislation in 2023 will be of interest to you! Last year changes […]
Changes to the contributory State Pension – January 2024
Happy New Year to all our followers. A quick update on some positive changes that have been made to the contributory State Pension – effective from 1st January 2024. The changes are welcomed giving people more flexibility and choice when planning around their retirement. Anyone who reaches age 66 this year can now delay the […]
