We thought it might be useful to step back a little bit and review the value that we bring to our clients, in order to make sure we’re meeting your needs as much as we possibly can. We identified ways in which we enrich the lives of our clients and ended up with quite a […]

We understand that building an investment portfolio that meets your specific needs is no easy task. There are a few fundamental principles that we consider when advising you in this regard. First of all, the aim in building a portfolio is not about “picking winners”, as this is a sure-fire recipe for disaster! Instead a […]

The government, pension providers and financial advisers such as us expend quite a bit of time and energy encouraging individuals to take control of their retirement planning. After all, we’re all becoming more aware of the folly of relying on the state if we want to maintain even a half decent lifestyle in retirement. But […]

As financial advisers helping our clients to build a better financial future for themselves, we are talking to clients every day about a whole range of issues in relation to their personal finances. With some clients, we are helping them with their retirement planning and to build diversified and risk adjusted investment portfolios. We also […]

We received quite a number of comments after the article in our last newsletter about Ireland’s future €440bn state pension issue. A number of our readers were shocked about the size of the problem facing the country. They were also shocked that this problem is not being faced up to at all by politicians of […]

5 Principles of Sound Investing Investing today can be a bit of a minefield. You could end up paralysed by fear, worrying about the possible impact of the likes of Brexit, market fluctuations, elections here and abroad and terrorism threats! However as your financial adviser, we remain focused on your long-term investment and pension objectives, […]

We all want the best for our children, as we help them every day to build up their social skills, develop relationships, maximise their education opportunities and most of all be happy children! We can also help them in a financial sense too. Below first of all are a few valuable lessons you can teach […]

Ireland needs €440bn to address its pensions problem. Now has that got your attention? Particularly when you compare this to our National Debt figure, a (not so) meagre figure of €208bn that gets so much attention, and was such an important input into the policies of all of the parties in in the recent election. […]

There is a lot that you can do yourself to help build a stronger financial future! Here are a few ideas that if you can turn them into habits, will transform your every day relationship with money for the better. Don’t be a financial drifter Don’t just drift along spending money in an ad-hoc fashion […]

A New Year means New Year Resolutions. Getting back to the gym, maybe pounding the pavements, trying to improve your diet. Well if your financial health is not where you want it to be, a resolution that should be top of the list is to come and talk to us. And we suggest that you […]