We recently wrote about why people should be thinking about their retirement in their 30’s, and why this is the time when you should start seriously saving to achieve your desired lifestyle in retirement. We got a great reaction to this article, and were asked by a number of people in their 40’s for some

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8th October, 2018

Posted In: Advice, Insights

We are in the business of helping you to achieve the life that you want to lead, through wise management of your money and by helping you to establish sound financial behaviours. We know from experience that developing a financial plan for you is the first step to enabling you to achieve your desired lifestyle,

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8th October, 2018

Posted In: Advice, Insights

Well the short answer is no, you’re not mad to be thinking about retirement in your 30’s. Of course it is not going to be foremost in your mind as there are lots of competing priorities – a house to be bought, maybe a wedding to be celebrated or a family to be started. And

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3rd August, 2018

Posted In: Advice, Financial, Insights

Hopefully the lovely summer of 2018 has given you an opportunity to get outside and live life to the full. Maybe you’ve been dreaming about how you would like to live your life in the future too? We’ve also done some thinking on this and have set out 8 ways in which careful management of your finances

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3rd August, 2018

Posted In: Advice, Insights

The traditional view of health insurance is that it is a very important cover for families to put in place to protect themselves when they get sick. It has enabled families to afford better healthcare privately by enabling them to access more privacy in hospitals, access to private hospitals and the services of expert consultants

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5th June, 2018

Posted In: Advice, Health, Insights

In financial advice businesses such as our own, not all of our time is spent dealing with the implementation and servicing of financial products on behalf of our clients. Because financial planning is so much deeper than simply putting products in place. Instead our clients today come to us with relatively simple questions (that are

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5th June, 2018

Posted In: Advice, Financial, Insights

When we’re designing an investment portfolio for our clients, we take into account quite a number of considerations. We start by understanding your investment goals and time horizons, and then we build a full understanding of your liquidity requirements, any asset class preferences that you might have and also the returns that you expect. This

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5th June, 2018

Posted In: Advice, Financial, Insights

Income Protection is that still relatively rare product in many people’s financial portfolio. Why is this? Particularly when it covers far and away your biggest asset, your income. The reason we believe that income protection remains ignored by many people is because they don’t have to take out this cover. Unlike car insurance, which is required to

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22nd March, 2018

Posted In: Advice, Financial, Insights

The Health Insurance Authority has published the results of independent research on private health insurance in Ireland. The survey indicates a sizeable increase in consumer satisfaction with health insurance. The two primary drivers for having health insurance amongst respondents are the cost of treatment in Ireland and the perceived inadequate standard of public services. The

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13th February, 2018

Posted In: Advice, Health

Irish Life Health will reduce the premiums of 11 plans on 2 March 2018. Reductions will range from -1 to -11%. A full price template can be found here.ILH March Rate template.xlsx These changes apply to all new and renewing customers from this date. The above information was sourced with the permission of the Health

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13th February, 2018

Posted In: Advice, Health

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