blog-grid

Five Steps to Financial Fitness

  • February 3, 2016

Everyone, no matter how well-off or financially astute, wishes that their personal finances were in better shape. Whether you measure your income in four figures, five figures, six figures or even seven figures there’s always something that can be d...

Read More read-more
blog-grid

Know your employer pension obligations

  • March 21, 2016

As a business owner you’ll already know that your biggest investment of all is in the people who work for you. It is their experience, skills and energy that drives your business forward and every successful business puts its people first. Part of...

Read More read-more
blog-grid

Do you know your magic number?

  • August 3, 2016

Most people have a really good idea of some of the things they want to be able to do when they stop working.  Very few people, however, know their magic number.  This is the amount of money you need to have in your pot to give you the income you want wh...

Read More read-more

What we do as Financial Advisors

  • September 7, 2016

I have just got off the phone from speaking to a client of mine of 15 years. She is aged 39. A long time ago she asked me to arrange mortgage protection cover for her of €250,000. She recently rang me to advise she had a brain tumour and was receiving o...

Read More read-more
blog-grid

TEARS IN MY EYES

  • October 24, 2016

I know it is a strange heading for a Financial blog but just today for the first time in over 33 years in this business I left a client meeting with tears in my eyes.  A client of ours in his early 70s was in for an ARF review.  After over 40 years in ...

Read More read-more