We spend our days helping clients to plan their financial futures. What we see is that people face similar challenges depending on their stage of life. At the same time of course, each and every one of us has a unique set of circumstances, has our own specific financial objectives and needs bespoke advice to […]

No, no, no – really how’s life? We’re not saying this just as a polite greeting, but instead are asking this as many people have become a bit more reflective after the pandemic, as we’ve all seen how our lives can be totally upended by something completely from left field. Unfortunately, a small number of […]

Tax is a necessary evil. If we want to live in a country with access to public services, taxation is the system used to pay for these services. We can (and do!) argue and moan about the different levels of tax payable and whether they are levied fairly. But at the end of the day, […]

Are we finally getting back to normal? It’s great to see people out and about again as the country eases itself out of lockdown. And for all of those retail businesses that were forced to close their doors, the early signs are good with the example of footfall on Grafton Street back to approx. 90% […]

We decided to write about this topic after listening to a very sad radio interview recently. It was with a father of three children, who had recently been bereaved after the death of his life partner of 20 years, the mother of his children. She passed away as the result of a medical condition, that […]

We’re currently doing a lot of planning work with clients whose financial situations have changed greatly in the last 18 months. As part of this process, we’ve taken a little bit of time to stop and reflect on some of the changes to their lives in general, how these might impact their future and how […]

We  were wondering recently about the impact that COVID has had on claims within the life assurance sector, and so we decided to do a bit of investigation by examining Irish Life’s (the leading provider of protection products in Ireland) claims data for 2020. While we have written in previous years about claims data, we were […]

OK we admit – this may not sound like the most exciting topic in the world, but it just might make a significant difference to your financial future… There is a surprisingly large amount of money sitting unclaimed in pension schemes in Ireland, the estimated amount of this ranges anywhere between €500million and €1billion. This […]

Where do you start with Warren Buffett? Widely recognised as the world’s shrewdest investor, the “Sage of Omaha” is now 90 years young and still doling out nuggets of advice to investors across the globe. Using his investment expertise, he had amassed a fortune of some $79 billion as of August 2020, making him the […]

Evidence Based Investing (EBI) is gathering more and more supporters and advocates around the world, and as a result is starting to appear quite frequently in investment commentary and indeed the mainstream media. It is a term that you may or may not be familiar with, so we’re taking the opportunity to inform you of […]