New research from the Value of Advice 2025 report reveals that people who work with a Financial Broker aren’t just feeling better about their finances—they’re also doing measurably better across Savings, Pensions, and Protection.
Continue readingThe Skill of Spending: Making the Most of Your Pension
It’s no surprise. Most of the focus in financial planning is on saving: how much to put away, what to invest in, when to start. But very little time is spent helping people with the next step actually spending their pension in a way that supports the kind of retirement they’ve envisioned.
Continue readingMarket Volatility: Why Pension Investors Should Stay Calm
While it’s impossible to predict the next twist in global trade or market sentiment, what remains clear is this: reacting to volatility with panic can do more harm than good. The wisest course of action? Stick to your plan, diversify your investments, and focus on your retirement horizon.
Continue readingClient Case Study: Helping Frank Secure His Retirement
Here, we’ll dissect the elements that contributed to the success of Mr. Flannery’s ARF, providing valuable lessons for individuals aiming to optimise their retirement funds.
Continue readingIrish Economic Outlook in 2025 & Trump 2.0
One of the core elements of Mr. Trump’s proposed economic policy is a reduction in US corporate tax rates, potentially down to 15%. This change would bring US corporate tax rates into direct competition with Ireland’s, which currently sits at 12.5%.
Continue readingImpact of Trump’s Victory: What It Means for the Irish Economy
One of the core elements of Mr. Trump’s proposed economic policy is a reduction in US corporate tax rates, potentially down to 15%. This change would bring US corporate tax rates into direct competition with Ireland’s, which currently sits at 12.5%.
Continue readingPhased Increase to Ireland’s Standard Fund Threshold (SFT) Announced
These updates to the standard fund threshold represent a significant shift in retirement planning. Below, we outline the key aspects of the changes and their potential impact.
Continue readingPension & Tax Deadline 2024: Everything You Need to Know
The 2024 pension tax deadline is rapidly approaching, and it is vital for individuals in Ireland to understand their obligations, especially if they plan to benefit from tax relief on pension contributions.
Continue readingBudget 2025 – An Overview
Budget 2025 is clearly an expansionary one, with significant stimulus injected to help fuel the economy and bolster consumer spending.
Continue readingGrowth vs Value Investing
When it comes to investing, two primary strategies often stand out: growth investing and value investing. Each approach has its own distinct focus and potential rewards.
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