Blog
March 2024 Newsletter- Irish State Pension Changes
Ireland's population is aging fast. It’s forecasted that the Irish Population will reach 6.5 million people by 2051. The population ...
January 2024 Newsletter- Investing
In 2022, the Dow, the S&P 500, and the Nasdaq 100 experienced peak-to-trough declines of 21%, 25%, and 35%, respectively. ...
October Newsletter- Pensions are scary
As Halloween approaches, the days get darker, it gets colder. Houses start decorating for the big day on the 31st ...
August Newsletter- Mitigating Against Inheritance Tax
I hope you’re enjoying your summer. In this month’s newsletter, I will be talking about ways to mitigate against the ...
June 2023 Newsletter- Irish Banks have all the Power Right Now
Irish banks have the power now to dictate the rates they wish to charge on mortgages and deposit rates. There ...
Have you prepared for your Second Life?
I just turned 41, and although 60 (when I want to retire if I can) seems like a long way ...
Pension Re-birth
Meteorologically, spring begins on the 1st of March. Spring is the season during which the natural world revives and reinvigorates ...
Protecting what matters
As a Financial Planner, I try to build wealth for customers through investing, retirement planning, and financial planning. But what exactly is wealth?
Inflation Risk and its Eroding Impact on Wealth
Inflation continues to increase, and savers continue to face a battle if they want to beat its corrosive effects. Inflation ...
Inversion: the crucial thinking skill and how you can apply it to your finances
In this blog post, I’m going to talk about Inversion and how it applies to your finances. If you haven’t ...
Covid-19 Investor Article
“But I know, somehow, that only when it is dark enough can you see the stars.” ― Martin Luther King, Jr. ...
Company Director Pensions
Executive Pensions for company directors are still one of the most tax efficient ways to extract wealth from your business ...
Using your Pension to buy a Property
‘I never knew you could buy a property in my Pension.’ That’s a conversation I had recently with a client. ...
Do you ever wonder about the Environmental or even Social consequences of your Pension or Investment?
“Make your portfolio reflect your best vision for the future. Always be thinking ahead. Be optimistic. Think about the world ...