In our last newsletter, we wrote about what’s important financially for people in their 30s. We got quite a few comments about this piece and some requests to set out the financial priorities for people in their 40s. So here goes… Keep control of your lifestyle For a lot of people as they enter their […]

As Benjamin Franklin once said, “in this world nothing can be said to be certain, except death and taxes.” However the good news is that both of these don’t necessarily have to occur together. This is one area where we regularly receive quite a lot of queries. As they start to think about their mortality […]

We await with interest each year the claims statistics from the leading protection providers in the Irish market. Irish Life annually issue very insightful and detailed information about their claims (as do other providers), and we’ve taken the opportunity to dig a little into the claims data from their Retail division for 2021.   We […]

This is the first in a series of articles that will be aimed at people at different stages of life. Today we’re starting with those in their younger more carefree years, but probably with an eye on financial planning – the 30 somethings! For this group there are lots of competing priorities – a house […]

There’s been a lot of media talk over the last few weeks following the recent release of The Tinder Swindler on Netflix. How did these educated, smart women fall for the charms of Simon Leviev and end up giving him hundreds of thousands of euros? Unfortunately, it happens. Attempted scams are happening in different ways […]

We wrote in January about “Staying out of your own way”, a piece that resonated with a lot of people in these volatile investment markets. In this article, we spoke about how managing our own behaviours is the single factor that will probably have the greatest impact on our investment success.   Now picking up […]

We’ve seen quite a lot of volatility in investment markets in recent months and while many analysts are forecasting single digit growth in 2022, there is also a sense that markets will continue to be volatile. Covid is still lingering, the US & China are having their differences over trade and Brexit issues remain unresolved. […]

Let’s make it a real resolution in 2022 to focus together on the big picture when it comes to your finances. All too often, it can be very easy to be dragged down into weeds – in our world that’s the (very important too) world of products, funds and fund managers. Don’t get us wrong, […]

We spend our days helping clients to plan their financial futures. What we see is that people face similar challenges depending on their stage of life. At the same time of course, each and every one of us has a unique set of circumstances, has our own specific financial objectives and needs bespoke advice to […]

No, no, no – really how’s life? We’re not saying this just as a polite greeting, but instead are asking this as many people have become a bit more reflective after the pandemic, as we’ve all seen how our lives can be totally upended by something completely from left field. Unfortunately, a small number of […]