Ok you’ve seen folks like us wax lyrical about having a Financial Plan.  Oh great the turkeys are voting for Christmas again… Anyway, what is a Financial Plan? and when is it right for you and your family?  This post hopes to shed light on all of this…               […]

We’ve been lucky to help some great people this year. Some themes and tips consistently pop up again and again.  We have a selection box of financial tips for you to finish the year.       Merry Christmas!   Drop us a line if we can help!        

Inflation is so hot right now!  Inflation has crept back into the headlines this year after being largely non-existent for the past 10 years.  This is a normal part of an economic cycle and nothing to be fearful of despite media reports.   Let’s see how things have changed since 2001.   Drop us a […]

There is only one thing sexier than Pensions and that is James Bond.  So in an unprecedented industry move, we are tricking you into learning a few things about pensions under the sexed up glamour of a James Bond theme. Now pay attention 007!  

I loved getting a new pencil case every September.  A new beginning, a new school year.  By the end of the first week of school, my pencil case would be graffitied by my friends with rude pictures and compass marks. September is a great time to look at your finances and make a few small […]

I remember walking into Tony Kealys baby shop when my wife was pregnant with our first-born Chloe.  I nearly fainted when I saw the price of a buggy.  They called it a “travel system” as if to justify the price. I also thought that for that price tag, the thing would take the child for […]

We are helping you save with our new initiative; Savings Squad. Starting at saving €250 per month you could join and start your own new savings strategy. All are welcome! Book a free meeting with Will here      If you would like more information on any of these tips, please give the office a call on 01 […]

How good are you with money? The money lies we all believe from time to time are the focus here. Sometimes, the money lies we tell ourselves are excuses to spend or rationalisations for poor financial habits. Other times, we may be using them as cover to hide our negative feelings or uncertainties about some […]

When you decide you want to start saving and being sensible with your personal finances, it should all be easy from there. There are too many options and it’s hard to know where to start.  This quick guide will explain the Pros and Cons of each option available to Irish retail investors.   If you would like more […]

The past year has allowed us to prioritise and find out what is actually important to us.  We are helping a number of clients retire early at present and a few patterns have emerged that we would like to share.   If you would like more information on any of these tips, please give the office […]