Investing In Property With Your Pension

Invest in property with your pension

Self-Administered Pension Schemes Investing in property with your pension is possible through a Self-Administered Pension Scheme or Self Directed Pension Trust as they are otherwise known. One of the key features of a Self-Administered Pension Scheme is the complete flexibility and control over your retirement wealth creation. Your scheme can […]

Pensions, More Than Just About the Tax Breaks!

Pension Tax Relief

It’s not yet too late to make your pension contribution for 2017 With the self-assessment income tax deadline extended for online filing until midnight on the 16th of November this year, for many self-employed people a pension contribution remains high on the agenda and is usually fuelled by the significant […]

Financial Planning for Small Business Owners

Specialist Financial Planning for Small Business Owners

Who hasn’t dreamed about starting their own business? According to the latest figures from the Central Statistics Office (CSO) many of us in Ireland have, with close to 250,000 Small & Medium Enterprises currently active in Ireland employing close to 1,000,000 people. Most compelling to the thousands of us individuals […]

The MVP (Most Valuable Protection).

Business Protection – Protecting Your Income Source! Financial Planning in its essence deals with individuals and families and their long-term financial goals. However, a large majority of my clients tend to be business owners or professionals and I am continually amazed at how often the protection of their source of […]

The 6 Fundamentals of Intelligent Investing

6 fundamentals of intelligent investing

In my experience; the majority of people I work with for the first time have generally ignored the importance of financial planning and goal setting and as a result have either taken unnecessary or inappropriate risks with their money, and with bad investing decisions have failed to diversify their portfolios […]

10 Retirement Planning Tips for Millennials

It is with increasingly certainty that I believe this new generation of bright, young individuals in our blazing fast society is woefully inept at taking the basic steps necessary to secure their financial future. Please don’t think that I’m saying this young tribe isn’t smart. Far from it as this […]

10 Financial Planning Things to Know Before You’re 40

There is an old cliché that life begins at 40. The reality now is that life gets complicated in your 40’s. While every decade is a milestone of sorts, turning 40 should come with a special, financial warning. If you’re turning 40 soon, statistically speaking it’s likely that both your […]

Why Everyone Needs a Financial Planner

“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese Proverb Whenever I meet a prospective client one of the first areas to be discussed is what financial products they currently hold. While many people will know that they have a […]

Financial Planning – More than just Pensions and Investments!

There is more to financial planning than just pensions and investments. Long before I became a financial planner while growing up working in my parents newsagents, I saw the importance of financial planning no matter what age a person is. When I was about 18 or 19 a married couple […]

The Long Goodbye

Dementia and Financial Planning While there is no doubt that planning your financial future is certainly important as you need a source of income to enjoy any meaningful lifestyle in retirement. It is equally important to consider that circumstances can change and what was originally planned as your retirement income, […]