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What Reduces the Amount of Tax You Have to Pay?
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
In the fast-paced world of finance, navigating the markets can sometimes feel like a rollercoaster ride. With constant fluctuations and … Continued
