By Mary Burke BA (HONS), QFA RPA When life speeds up, it’s easy to overlook what could go wrong. Between new jobs, planning a wedding, buying a home, or welcoming children into the world – insurance often feels like something you’ll “get around to.” But the truth is, this stage of life is exactly […]
Personal Insurance Strategies for Young Families in Ireland Read More »
By Cleona Kinahan M.Sc CFP® Smart investing in Ireland isn’t about chasing trends – it’s about building momentum through strategy, consistency, and clarity. For financially focused professionals and business owners, it’s less about what you invest in and more about how you approach it. You’re not just seeking returns – you’re looking for control,
Smart Investing in Ireland: The Real Story for Wealth Accumulators Read More »
By Caroline Hartigan BFS CFP® QFA In today’s career landscape, the concept of a “job for life” has largely disappeared. For professionals in their peak earning years (late 40’s, 50’s and early 60’s), this often means accumulating multiple pension pots from different employers throughout their career. While having several pension arrangements isn’t necessarily problematic, many financially-focused
Taking Control of Your Pension Future Read More »
By Mary Burke BA (HONS), QFA RPA Passing on your wealth to loved ones should bring peace of mind, not confusion or unnecessary tax burdens. Effective estate planning secures your family’s future while reducing unnecessary complications. The key for you is to protect what matters most and ensure that your hard-earned assets are transferred
The Essential Guide to Estate Planning and Asset Transfer in Ireland… Read More »