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Should I Save Money Or Enjoy Life?
Navigating Budget 2024 Ireland
Key Considerations for Pensions and Investment Portfolios As Budget 2024 approaches, significant changes could impact pensions and investments in Ireland. … Continued
Avoiding Investment Fraud
You may have read one of the many reports in the news today about Bank of Ireland’s Red C Poll … Continued
Getting Your Maximum Return On Life
Real lifestyle financial planning is about getting your maximum return on life, it is a comprehensive and ongoing process that … Continued
10 Smart Moves to Ensure a Smooth Transition to Retirement
As retirement approaches, preparing thoroughly is essential. Here are the best ways to ensure a smooth transition to retirement, focusing … Continued
Complexity is not your friend
“The art of simplicity is a puzzle of complexity” Douglas Horton. The same can be said for financial planning, … Continued
Peace of Mind
Before we delve into the subject of Peace of Mind, in relation to your finances, we need to understand the … Continued
Lifestyle Financial Plan first, financial products second
When we sit down with a potential client and their family for the first time there are a couple of … Continued
A goal without a plan is just a dream!
“Clarity, Focus, Planning & Accountability A goal without a plan is just a dream! Get really clear on what … Continued
A Question of Trust – Is My Money Safe?
When we talk about Real Lifestyle Planning and helping our clients get their best return on life, we tend to … Continued
