Taking control of your pension

Taking Charge of your Pension – The Options

Given everything that is happening in the world today you might find yourself in a situation where you’ve lost your job or decided to move to a different employer or even start your own business.  Or maybe you moved jobs previously. While your pension might be one of the last things on your mind when […]

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Business as Usual during Covid-19

Business as Usual in these Strange Times

As we near the end of our 3rd week of restrictions, I wanted to provide a quick update as to how we are continuing to provide help, support and services to both our existing clients and others who need our support at this time. Little did we think that the solutions we put in place […]

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No Longer on the Long Finger

Many of us are, to some extent, beginning to see the joys of being able to work from home and spend more time with our families – or maybe you wish you’d built yourself a home office with a lockable door! Either way, we now have time to think about the things we have been […]

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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 […]

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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 […]

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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 […]

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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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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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