Medium and Longterm Goals for 2021

[av_textblock size=” font_color=” color=”] What are your medium to long term financial goals? Time is the tricky part, money is often the more manageable part. Having enough in your retirement pot to retire at 63 is not a goal; the goal is that your pension fund will allow you time and money to enjoy the […]

A New Year, a Fresh Start! Time to plan for 2021.

[av_one_full first] [av_textblock size=” font_color=” color=”] 2020 put everyone through their paces creating some unforeseen challenges.  Working from home and homeschooling became the new norm for some of us.   Many people finally tackled some home projects and sorting out those things they had put on the long finger – painting and decorating, decluttering your home […]

Limerick All Ireland Champions 2020

What a Christmas present the Limerick Hurlers have given us all in the lead up to Christmas with their great win yesterday. Lovely to hear Captain Declan Hannon dedicate part of his victory speak to the Frontline Staff whom have worked so tirelessly during this year and to all those families whom have lost loved […]

Tomorrow is worth planning for

Financial Planning sits at the heart of what we do. We aim to simplify your financial affairs by taking the time to get to know you and to understand your aspirations.  Any financial plan or solution that we suggest will be based on your own lifestyle and financial goals. We will then travel with you […]

The Time is Now !

The Time is Now !!    No one has been unaffected by Covid 19 around the world.  As we all settle into our routines under the new Covid 19 measures, now may be is a good time to re-examine and take control of your finances. This will help you to make sure you have enough […]