Retiring to the Sun: A Financial Guide for Irish Professionals Moving to Southern Europe
The dream of retiring to a sun-drenched villa in Italy, a coastal apartment in Spain or a tranquil Greek island is a powerful one for many Irish professionals. After decades of hard work, the allure of a relaxed lifestyle, new cultural experiences, and better weather is undeniable. However, turning this dream into a secure […]
Five Wealth Management Moves to Make Before the End of January
Five Wealth Management Moves to Make Before the End of January How to set the tone for a smarter, calmer financial year ahead January has a habit of feeling deceptively quiet. The noise of Christmas has faded, inboxes are lighter, and the year still feels full of possibility. For clients with […]
Year-End Financial Checklist: 5 Tasks to Complete Before 2026
Year-End Financial Checklist: 5 Tasks to Complete Before 2026 The final weeks of the year tend to disappear in a blur of celebrations, deadlines, and good intentions postponed until January. But when it comes to your financial life, the end of the year is loaded with opportunities—many of which expire the moment the calendar […]
Smart Holiday Financial Planning: A Spending Reality Check Your Future Self Will Thank You For
Holiday Spending Reality Check: Your Future Self Will Thank You The holidays have a way of loosening purse strings. Between gifts, travel, food, and the “Ah go on, it’s Christmas” impulse buys, even the most disciplined saver can find their financial plans wobbling like a dodgy Christmas pudding. But here’s the truth: your […]
DB Transfer Case (Jan 2020)
Having more than one income sounds like a win, and it usually is. But when it comes to retirement planning, things can get…
Retirement Planning When You’ve Got Multiple Incomes
Having more than one income sounds like a win, and it usually is. But when it comes to retirement planning, things can get…
Pension Planning For Company Directors
A while back, I was chatting to a friend at the bar, he’s 48, runs his own limited company, business is flying, but he leans in and says:
Savings & Investments
While you hope to catch up on some sleep over the busy festive period, don’t let your hard-earned savings slumber in low yielding Irish Bank Deposit accounts…
Would you like to make 10x more profit on your business deposits?
Would you like to make 10x more profit on your business deposits? CFO’s and Company Directors, Are you facing challenges such as tax burdens, inflation, low growth, and limited options from banks in Ireland? Would you like to; 1 – Make more money from the cash your firm has on deposit, without taking any additional […]
Investing Your Pension in Property!
Investing Your Pension in Property! Property prices have fallen in Ireland over the last quarter of 2022, a sign that buyers looking for mortgages have started to become stretched in their finances, this being a result of increasing rates over the course of 2022. In Dublin, prices fell by 0.8% over the last quarter compared […]