Since we began our journey at Metis Ireland in early 2014, we’ve spent a lot of time and effort on marketing initiatives to make our brand synonymous with world class financial planning. We’ve engaged outside marketing experts to help us set out exactly what we do for our clients. It’s an ongoing challenge, because the reality is quite different from what most people think we do.
financial literacy
“A second opinion should bring you financial clarity. You should be left feeling you now understand your own big picture: what you own and why you own it. Whether it’s along your existing path or in a new direction, you should be better equipped to proceed with improved confidence in your investments and long-term financial plan.”
“A second opinion should bring you financial clarity. You should be left feeling you now understand your own big picture: what you own and why you own it. Whether it’s along your existing path or in a new direction, you should be better equipped to proceed with improved confidence in your investments and long-term financial plan.”
We like to refer to ourselves as a REAL Financial Planning firm here at Metis Ireland. We rarely use the term Financial Advisor because we believe that it doesn’t tell the full story of what we do every day or how we add value to our clients.
We firmly believe that once you have established a long term financial plan that is designed to allow you LIVE THE LIFE YOU WANT, then you should implement an appropriate investment strategy that is diversified and invested in asset classes that have a long track record of providing the best outcomes i.e. equities and bonds. You then MUST #StickWithThePlan.
This is a must read for any Family Business owner. “Just 18% of Irish family businesses have a formalised succession plan. Half confirmed that they would have a management/ownership transfer in the next five years”
It was such a thrill to launch our white paper “Making Better Decisions” in Dublin last week. We were blown away by the support for the event..
The stock markets have been pretty volatile over the last few months. Volatility is normal in the world of Stock Markets and the financial media love when temporary corrections happen as it provides “news” to comment on.
Carl Richards explaining why clients may not realize it at first, but they need their advisors to be a barrier between themselves and buying high while selling low.