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

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

With markets having powered ahead in recent years, in general people are happier talking about the performance of their investment portfolio. After all, it’s easier to talk about gains than losses! But we’ve noticed some conversations shifting towards consolidation of gains as the prospect of a turn in markets probably moves closer all the time.

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22nd March, 2018

Posted In: Financial, Insights

Tax is a necessary evil. If we want to live in a country with access to public services, taxation is the system used to pay for these services. We can (and do!) argue and moan about the different levels of tax payable and whether they are levied fairly. But at the end of the day,

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13th February, 2018

Posted In: Advice, Financial, Insights

As we begin a new year, we’ve been thinking about how we can help our clients even more with all of their financial challenges. As part of this thinking we’ve identified a few ways in which we believe we help you manage your money better. So here goes…   Take a strategic view with your

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13th February, 2018

Posted In: Advice, Financial, Insights

We’re at that time of year again when nearly 50% of Health Insurance customers are getting to renew your health insurance in January. Many will simply renew without really thinking about it to any great extent – the Health Insurance providers are delighted when this happens! However more and more people are aware of the

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18th December, 2017

Posted In: Advice, Financial, Health, Insights

Experience in the life assurance industry shows that most life assurance policies are taken out by people in their 30’s, 40’s and to a lesser extent in their 50’s. There is a very low uptake of life assurance by people in their 20’s who think; “I don’t need it now, I’ll buy it when I

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18th December, 2017

Posted In: Advice, Financial, Insights

Are you a cohabiting couple? Get protection advice! According to the Census carried out in 2011, 12% of families in Ireland are now made up of cohabiting couples.  This cohort of our population still faces some unique challenges when it comes to personal finance and inheritance. In this article, we’re going to identify some of the

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18th December, 2017

Posted In: Advice, Financial, Insights

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