Risks are a key feature of investing
When we’re designing an investment portfolio for our clients, we take into account quite a number of considerations. We start by understanding your investment goals and time horizons, and then we build a full understanding of your liquidity requirements,...
What can we learn from the past decade?
Do you remember 2013? It sounds quite recent, but then when you think about the major events that happened that year, they seem so long ago. That was the year that Nelson Mandela died at the age of 95, two homemade bombs ripped through the crowd of fans...
The great new wealth extraction opportunity for business owners
Apart from the volatility in investment markets and everything else going on in the economy and the world in general, 2022 was also a tumultuous year in the world of pensions for business owners.This is where it gets a little technical, but if you are a...
How much is enough?
A conversation that often arises with clients is around how much is enough. Everyone is different and has unique wants and needs in life, most of which come with a financial price tag. If someone could wave a magic wand and guarantee each of your wants and...
Beware your Investment Biases
We wrote in October 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...
Why everyone needs income protection
Let's face it, Income Protection is somewhat of a grudge purchase. While it still enjoys the benefit of tax relief at your marginal (highest) rate, it’s another household expense that none of us enjoy paying. After all, you’re paying for a benefit that you...
Financial planning in your 70’s
In this final instalment of our age-related articles, it is now the turn of the more senior members of our communities – all of you in your 70’s and older. This group have some very specific financial challenges, so here are some thoughts on wisely managing your...
Stay out of your own way
2022 has been a year of volatility in investment markets and there is no-one predicting that this will end anytime soon. Inflation and interest rates are rising, the war in Ukraine continues, energy supplies are under pressure and Brexit issues remain unresolved. It'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...
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...
Finance issues keeping you awake at night?
Contact Paul today on 01-492 2915 or 086-813 5586
Contact Advanced Financial Solutions if you require impartial financial advice.
Our Address:
7, Winton Avenue, Rathgar, Dublin 6
Tel: 01-492 2915
Paul's Mobile: 086 - 813 5586
Email: paul@obyrneinsurances.ie
Ciaran's Mobile: 089 - 415 9078
Email: ciaran@obyrneinsurances.ie