Did You See The Snake In Your Closet?

There is probably not a snake in your closet, certainly it would be strange here in Ireland. If you did however you would need to do something immediately. This is a very different situation to your financial plan. Your financial plan is not at all like the snake in your

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Social Media

Your social media feeds are about to be filled with……………………” looking after your financial wellbeing”, “5 or 6 Steps to financial freedom” and “It’s a New Year time to review your Financial Goals”. Let me vent a little. Banks announcing that they are interested in your financial wellbeing seems a

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Oh, Boy Money And Relationships!

Apart from adultery and overwork money is the single issue cited most by people who end up divorcing before their 20th wedding anniversary. Whilst it may not be the root cause of unhappiness in a relationship it can be the most contentious issue when the arguments start. There can be

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Estate Planning

Will your assets pass to the important people in your life? Have you thought about a gift while you live? Have you thought about the tax implications of your estate? Use the 2-minute quiz below to see if you are prepared.

Pension and Investments

Is the investment return that you are seeking appropriate for your needs? Are you saving tax efficiently? Are your investments delivering what you need? See how you feel about these and other important questions with our 2-minute quiz.

Lifestyle Wheel

Use our lifestyle wheel to see what areas of your life could do with an overhaul. Remember life is not a rehearsal.

Financial Planning

Have you planned so that you can live the life you want to? Use this 2-minute test to see how you score against the main areas you can control to ensure you do.