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How to Set Realistic Financial Goals for Every Stage of Life
Few things have as much influence on peace of mind as a clear and realistic plan for your financial future. Money management is more than simply tracking every penny; it's about taking purposeful steps and setting the right goals at the right times. At various stages...
The Essential Checklist: What Documents and Information Do You Need for Effective Financial Planning?
Financial peace rarely comes by accident. Whether you’re preparing for your first meeting with a financial planner, reviewing your family finances, or taking charge of your own future, starting with the right paperwork and information can transform how well your...
Understanding Risk: How to Balance Investments and Protect Your Future
No plan for the future can ignore risk. As soon as you consider what to do with your savings, or how you might shape your retirement, risk becomes part of the picture. It’s not simply about the chance of loss—risk is truly about uncertainty and how to prepare for the...
Business Financial Planning
Business Savings Did you know that your company can make savings and investments into life assurance savings plans as individuals can? In many ways these can be very tax efficient as they are taxed at 25% instead of 41% as for individuals. As these Life assurance...
Options for the Buy to Let Investor
Structuring a Buy to Let investment
A pension – the best investment money can buy!
Reward yourself with a pension! Your pension belongs to you and you alone. Avail of the power of compounding interest over time Average rate of return from equities is on average 6% p.a. In the longer term the power of compounding interest at this rate of...
Financial security on death or illness
Financial security on death or illness Many different things clamor for our attention – mortgage payments, car maintenance, ESB bills and so the list goes on. Death or illness can have a devastating impact on a family and are the primary reasons that families can...