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 […]
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, […]
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 […]