Investing when Markets are Down

It’s difficult to watch markets fall and values decrease, but investors with a long-term investment time horizon can handle the volatility For some of our clients during a market downturn, it’s hard to remember why they agreed to take on risk.  Stock Markets draw the most attention on their best days and worst days, but […]

Read More

Saving and Investing Tips for All Ages

In your 20s Get saving: Saving is the habit of a lifetime and in order to create a habit, you need to put something into practice. Open a savings account and start as early as you can – whether it’s €10 a week from a part-time job or €100 a month from your salary, before […]

Read More
Saving and Investing

Why You Need a Savings and Investment Plan

Saving & Investing is essential for good money management because it ensures both present and future financial security.  Not only do you end up with more money in the bank, but you also end up with another income stream. Savings and Investment are the only way to achieve a growing wealth and passive income.  With […]

Read More

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? […]

Read More
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 […]

Read More
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 […]

Read More
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 […]

Read More

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 […]

Read More
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 […]

Read More
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. […]

Read More