Auto-enrolment (AE) is a new savings and investment scheme for employees where financial returns are paid out to participants on retirement, in addition to the State Pension. Who will be auto-enrolled? Employees aged between 23-60 Earn over €20,000 per annum Not already in a pension scheme Currently excluded Existing […]
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Sustainable investing, also known as socially responsible investing, is gaining traction in Ireland as more investors seek to align their values with their investment decisions. But what is sustainable investing, and how can investors identify sustainable opportunities in the market? At its core, sustainable investing is the practice of investing […]
Keep a tight grip on your finances So, what do you do in these straitened economic times to soften any financial blow as much as possible? Develop a clear view of your spending A really good place to start is with a clear and honest picture of your spending habits. […]
Good Financial Advice Is About A Lot More Than Just Products The days of a Financial Broker only carrying out the role of an “insurance salesman” belong in the dim and distant past. Of course identifying the needs of our clients, recommending product solutions and finding the best product to […]
The value of your Financial Broker We’ve all learned a lot in the last few years or so about the importance of health, how adaptable we all are when change is just foisted upon us and how reliant we are on each other. The world of work has changed too, […]
“What are the best shares to invest in to maximise my investment?” It’s a good question, but if we knew the answer to it, we’d be very wealthy people! It’s a bit like knowing the result of a race before the race is run. We know from many years of […]
We hope that you realise the value to be gained from having a Financial Broker in your corner. Managing your financial life today can be a fairly complex affair, with lots of different challenges and aspects involved. Our role is to help you make wise decisions in relation to all […]
Budget – The main changes are as follows:
Everyone is impacted in some way by covid or cost of living crisis, and to ensure that you optimise your financial position going forwards, a review of your entire financial circumstances is required now more than ever. As we’ve been working on reviews with many of our clients in the […]
We hope you agree that as your Financial Broker we have had a significant impact on your financial life. We intend to have a very positive impact for many years to come, helping you to manage your money wisely and ensuring you have the very best portfolio of financial products […]