Blog
Learn more about planning your financial future.
ESG Investing
ESG investing or Environmental, Social & Governance investing is essentially socially responsible investing. It refers to investments that prioritise optimal environmental, social and governance factors. Many people today want to invest in funds that have a...
Redundancies and Pensions – Understand Your Options
Understanding Redundancies and Pensions If you are an employee who has been put in a voluntary redundancy situation, it is vitally important that you understand all of your options. Those who have had their contracts of employment terminated and have been made...
Future Proofed – Your Ultimate Guide to Pensions
The good news is that we are now living longer than ever before. The latest statistics suggest that people in Ireland can expect to live to 81.5 years on average. Consider this – longer life means we will need to provide ourselves with an income for a longer period of...
Pensions for the Self-Employed
If you are a self-employed individual, it is important to know that there is a difference when it comes to pension planning as a sole trader vs if you are trading as part of a limited company. Typically, a Personal Pension is the better option for a sole trader. If...
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 investors during a market downturn, it’s hard to remember why they agreed to take on risk. Stock Markets draw the most...
Voluntary Redundancy Options
If you are an employee who has been offered a voluntary redundancy, it is vitally important that you understand all of the options available to you and the consequences of the decisions that you make. Voluntary redundancies are different for every individual. We have...
Lump Sum Investing Vs Regular Savings & Investments
With current inflation rates, leaving money sitting on deposit in a bank or credit union is not an ideal method for long-term wealth management. Savings on deposit is fine for short-term needs, but for anything over 3 years, that money is decreasing in value. When it...
Defined Benefit Pension Scheme Options
Pension arrangements generally allow members to transfer their pension benefits from one arrangement to another. The transfer rules depend on the arrangement you are transferring from and the arrangement you are transferring to. Types of Pension Benefits that...