Personal Financial Review

Time for a Personal Year-End Financial Review

This time of year can be hectic for many – organising ourselves to be ready for that one day. We spend so much time focusing on this time of year and yet it’s over in a flash. What if we spent the same amount of time focusing on ourselves and our finances – something that […]

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Pension Investment

The Importance of Pensions

As people progress through their life a time will come when retirement will be on the doorstep. For some people the State pension is enough to provide a basic level of income.  Others may have an opportunity to accumulate wealth without using pension schemes – perhaps through their business ventures or other assets.  But most […]

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Oaktree Financial Budget Summary

Budget 2020: Life and Pensions Update

The Minister for Finance, Public Expenditure & Reform, Paschal Donohoe, delivered Budget 2020 today. Due to continued uncertainty around the UK leaving the EU, the Minister has formulated Budget 2020 on the assumption of a no-deal Brexit on October 31. While there were a small number of positives for certain taxpayers, given the backdrop, it […]

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What the tax deadline means for your pension

It could be claimed that the most important savings an individual should do is to contribute into their pension fund. Arguably saving should be the very first thing you do whenever you get paid, before you have the chance to spend that money someplace else. If you’re disciplined about this ‘pay yourself first’ approach to […]

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College Education Costs

The Rising Cost of College Education in Ireland

A great education is the best possible start in life and for most parents ensuring they can provide for their children’s education, from primary school right through to third level, is crucial. The cost of education research clearly shows that college education doesn’t come cheap and by the time a teenager reaches third level, parents […]

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Income Protection - fall at work

The Importance of Income Protection

We’ve all heard of Income Protection Insurance, but is it something we need to pay for or is it a luxury for when there’s extra cash on the table? The thought of becoming ill and being unable to work is extremely daunting. But life can be unpredictable and often throws curve balls in our direction. […]

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10 Ways to Invest Better

1. Know why you are investing What big Life Goals do you want to support in the future? Any marriages, expensive schooling or retirements on the horizon? Of course, there are!! There are always reasons to invest – but be sure at the outset you know what your targets are. 2. Save money and know […]

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Family Financial Protection

Protecting Your Family From The Unexpected

You can’t predict the future, but you can plan for it!! While we all hope and often believe it won’t happen to us, the reality is that people throughout Ireland are affected by unexpected illness and premature deaths every day. Great financial planning is all about ensuring your family is protected financially in worst case […]

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Healthier Finances for 2019

5 Steps to Healthier Finances for the New Year

Many of us will have over-indulged during the festive season and will start the new year wanting to get healthier. Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us will make at least one New Year’s resolution, but how many of us will actually go on to achieve it? […]

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