We all want the best for our children, as we help them every day to build up their social skills, develop relationships, maximise their education opportunities and most of all be happy children! We can also help them in a financial sense too. Below first of all are a few valuable lessons you can teach […]

Ireland needs €440bn to address its pensions problem. Now has that got your attention? Particularly when you compare this to our National Debt figure, a (not so) meagre figure of €208bn that gets so much attention, and was such an important input into the policies of all of the parties in in the recent election. […]

There is a lot that you can do yourself to help build a stronger financial future! Here are a few ideas that if you can turn them into habits, will transform your every day relationship with money for the better. Don’t be a financial drifter Don’t just drift along spending money in an ad-hoc fashion […]

A New Year means New Year Resolutions. Getting back to the gym, maybe pounding the pavements, trying to improve your diet. Well if your financial health is not where you want it to be, a resolution that should be top of the list is to come and talk to us. And we suggest that you […]

We really sat up and took note of some analysis carried out by the stockbroker Davy into the Irish banks that was carried out a few months ago. The analysis found that there is €50bn (yes €50 billion!) sitting in current accounts in Ireland. Yes current accounts, not deposit accounts! And how much do the […]

The eyes of young people often glaze over when the subject of pensions is raised. After all, pensions are for old people, aren’t they? Well yes, the payment of pensions only happens when you retire. However to get to that point, you need to build up a pension fund. And that certainly is not a […]

Many of our clients approach us with pretty regular queries in relation to personal financial planning. You seek out our help in developing a financial plan, building a risk appropriate investment portfolio, planning for your retirement and protecting yourself, your family and your business against unforeseen events. But sometimes our clients approach us about other […]

I think it’s true to say at this stage that most people are aware at some level of the significant tax benefits of pension planning. However, apart from obviously securing your lifestyle in retirement, are the tax benefits the only reason that pensions are good for you, or are there other reasons to start or […]

Spending all of our time advising clients in relation to their investments and pensions, researching markets and investment propositions, and meeting fund managers and investments specialists comes with a significant occupational hazard: the use of jargon! So first of all, our apologies if you have been on the receiving end of jargon from us. We’re […]

You hear a lot in the media when they discuss personal finance issues, about the importance of getting independent financial advice. Is it so important that the advice you get is independent? We believe it is… To give you a sense of why it is so important, it’s probably useful to briefly cover what we mean […]