March 2020 – Never to be Forgotten Wow! What a time to be alive! I don’t think we will…
#marketcrashing
It’s ok and totally understandable to be concerned about your investment and pension portfolios right now. Please take a few…
“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”
We wanted to reaffirm to our existing clients of our raison d’etre and tell the world, or at least Ireland, of our vision and mission to deliver Life Centred Financial Planning to all those who would embrace it.
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..
