Time to tighten the belt?
The cost-of-living crisis is starting to bite for lots of people, with the return of inflation and increasing interest rates hitting people hard in their wallets. So reducing expenditure will be an important element of financial planning for many families...
How to cut your upcoming tax bill
So here we are again, digging around for eligible receipts to reduce our upcoming tax bill. Sometimes in the rush to complete the tax return on time, valuable tax-saving opportunities are missed. So here are a few ways for you to reduce your upcoming...
Want to give €500,000 to your family tax free? Here’s how…
Picture the scene – I hope it applies to you today or in the not-too-distant future… You’ve got to that point in your financial life where life is getting easier. Maybe the mortgage is paid off or almost there, and you are finally seeing your savings grow...
5 valuable financial tips to give to your children
Money management is a crucial skill that every child should learn at an early age. Learning how to manage finances is not just about budgeting and saving, but it’s also about building a healthy relationship with money. As parents, it’s our responsibility...
So you want to invest in line with your values?
ESG Investing is here to stay. This is being driven firstly by a raft of new regulations and legislation coming from the EU around responsible investing, ensuring that investment managers consider carefully the ESG credentials of the assets in which they...
Make your future goals in life a reality
“It’s not just about the money” is a phrase I find myself using in nearly every client meeting these days. This stems from the evolution of the role of financial advisers and planners in recent years – a shift from focusing solely on a client’s money and...
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...
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