As we all know the Irish are obsessed with owning property!. You may be one of the many whom would like to buy a second property. Did you know that you can use your pension fund to buy a property and earn an income. It is a very complex area and not without its risks, […]
Employee Appreciation Day 1st March 2024
Had a lovely lunch at The Clayton Hotel here by the river on Friday 1st March in recognition of our hardworking team on Employee Appreciation Day. This year we have lots to celebrate! Not only do we have wonderful employees who are dedicated to bringing our clients a top-class service but this year is even […]
The Right to be Forgotten – for Cancer Survivors
A new Code of Practice for Cancer Survivors seeking mortgage protection insurance has been introduced – known as the Right to be Forgotten! We all know someone who has been affected by cancer. Thanks to advances in screening and treatment Ireland has up to 200,000 cancer survivors, and each year there are approx. 44,000 new […]
Your Second Life !
Really enjoyed Standard Life’s webinar this morning – Inspiring a Conversation. It’s aim was to inspire more conversations with women on retirement planning. It was an energetic and thought provoking conversation. We need to help women plan for their “Second Life” – not Retirement! How do we do this without using the P word? 😉 […]
A realistic budget that works !
As we are well into the New Year now is a good time to look at your budget and review your finances for the coming year. Budgeting will help you understand if you are living within your means or it can help you make your money work harder for you. It’s a great way to […]
Its beginning to look a lot like Christmas
We had a lovely lunch yesterday at the French Table, just around the corner from our new offices. Great to have the time to catch up outside the office and fabulous food. Highly recommend a visit to this fab restaurant.
Volatility in the markets causing you worry? We tend to forget that volatility is part and parcel of investing. Changes in values will happen over time – both upwards and downwards! Investors often ask what they should do when the markets experience a period of uncertainty. Simply sticking with your long-term financial plan […]
Phone lines down due to technical difficulties
Our phone lines are down due to technical difficulties. Please contact us by email on deirdre@sunrisefinancialplanning.ie or by mobile on 086-3710100 during office hours whilst we rectify this issue.
Attention – are you a KBC or Ulster Bank customer?
The past few months have seen both KBC and Ulster Bank announce their exit strategy from the Irish marketplace. In preparation for this, both banks are encouraging their customers to research their alternatives, utilise supports, and get ready to switch banks. The have said they will work with customers to aid them in […]
Kids & Pocket Money: The 5 Best Places to put it and foster savings habits
It is that time of year again when children across the country have just made their First Holy Communion or Confirmation. Celebrations were back to normal this year allowing us to celebrate these memorable occasions in the company of family and friends. Children throughout Ireland received gifts, mostly in cash and although cash gifts […]
