We are living through unprecedented times, that will be remembered by us all for ever. Our focus is on staying healthy and flattening the Covid-19 curve. We are worried about our own health and that of our loved ones, particularly the elderly who are cocooned in their own homes. Some of you have seen your

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11th May, 2020

Posted In: Advice, Financial, Insights

Your health is your wealth… we hear it all the time. Then when you add in good advice in relation to health insurance, you can look forward to better health and more wealth! One of the challenges in getting the best health insurance policy in place, is that renewing your health insurance is all too

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17th March, 2020

Posted In: Advice, Financial, Health, Insights

Switching your Mortgage in today’s market could be one of the best things you do, given the great low fixed rates that are available, some as low as 2.2% p.a.. The monthly savings alone could really make a difference to your monthly expenditure. A Mortgage in most cases is a lifetime expense, it is a

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Time just relentlessly marches on. It never changes pace and before we know it, another year or another decade has slipped by. As we entered the last decade in 2010, the world was struggling to emerge from the deepest economic crash in a generation. Many people in Ireland had lost their jobs, had lost a

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17th March, 2020

Posted In: Advice, Financial, Insights

We’ve written before about the importance of a very planned approach to retirement. Having a healthy pension fund is what springs to mind for all of us in this regard – of course this is very important, as having access to financial resources will help you to ensure that you can enjoy your retirement and

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17th March, 2020

Posted In: Advice, Financial, Insights

With everyone back working again after a lovely summer and the kids back at school, we will soon be approaching that time of year when most people renew their health insurance. For some people, they simply renew their existing plan without too much thought – if it was right for you a few years ago,

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30th September, 2019

Posted In: Financial, Health, Insights

We came across a quote recently that has really got us thinking, as it hit home on one of the most important aspects of financial planning. The quote is, “Money always moves when life is in transition”. The reason the quote had such an impact is because it makes financial planning real. When some people

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30th September, 2019

Posted In: Advice, Financial, Insights

When you think of retirement, what do you think about? Is it those additional games of golf, spending a few months every year in the sun and lots of time with the grandkids? Or instead do you think about your pension fund and silently worry that you might not have enough money to do all

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30th September, 2019

Posted In: Financial, Insights

Traditionally the role of a financial adviser has been to help you grow your financial resources. This has evolved significantly in more recent times into a much broader role, as financial planners have developed the skills and the tools to provide a lot more value than this. Sitting at the heart of what we do

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22nd July, 2019

Posted In: Advice, Financial, Insights

As part of our financial planning conversations with you, we always bring the attention around to subjects that are not easy to think about – a serious illness or death visiting a family member or indeed yourself. We all naturally don’t want to spend too long thinking about this, but unfortunately for us to do

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25th June, 2019

Posted In: Advice, Financial, Insights

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