Financial planning in your 60’s

Financial planning in your 60’s

This month it’s time for the latest in our series of age related articles – welcome to the world of the sixty-somethings! As you (potentially) approach the end of your working life, you are at a really important stage in your financial life. We hope to give you some...
Claims sit at the heart of what we do

Claims sit at the heart of what we do

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...
Building your financial future when in your 40s

Building your financial future when in your 40s

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...
What will you leave when you die?

What will you leave when you die?

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...
What’s important financially when in your 30’s

What’s important financially when in your 30’s

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...
Focus on the big picture

Focus on the big picture

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....