Pensions
Auto-enrolment: Good for Employers?
What is Auto-enrolment? Auto-enrolment is the new Pensions saving scheme being introduced by the Government. It has been the subject of much debate over the
What is Auto-enrolment? Auto-enrolment is the new Pensions saving scheme being introduced by the Government. It has been the subject of much debate over the
There seems to be a lot of mixed messages when it comes to applying for a Mortgage. Some friends or family you speak to will
As people are generally living longer—with women typically outliving men by up to five years—it’s crucial for women to plan adequately for retirement to maintain
Having a will is a crucial step in managing your estate and ensuring that your final wishes are honored, providing peace of mind for both
Are you aiming to secure your financial future and meet your savings goals? Understanding the distinction between deposit savings and long-term savings is crucial for
Understanding how to protect your loved ones in the event of your passing, especially concerning inheritance tax, is crucial. Section 72 of the tax regulations
If you’ve ever received a gift or inheritance in Ireland, you might be familiar with CAT, or Capital Acquisitions Tax. It’s crucial for anyone dealing
There are few families in Ireland that have been unaffected bycancer – one of the main serious illnesses affecting Irish men andwomen. Cancer Cover pays
Embarking on the journey to buy your first home is a thrilling yet daunting experience. Understanding the process is key to making it both enjoyable
Exciting news for homeowners in the 2024 Budget! The Irish government has introduced a significant mortgage interest tax relief initiative, designed to alleviate some of
Your business is your baby, so it deserves protection. Our team of experts will guide you through informed decisions to provide tailored policies. Shield your business against unexpected setbacks and ensure stability, whether you’re a startup or an established corporation. We’ll create a financial plan that will guide the balance of your personal finances and your long-term business goals.
What’s in this for you? Discuss your business finances in confidence with trustworthy advisors to:
1) Create a money management plan to suit your business
2) Align your business and personal objectives
3) Get clarity and validation on your strategies from dedicated Financial Advisors committed to safeguarding your business finances
4) Be advised when you need to speak to Tax Advisors where relevant
5) Obtain guidance onto Owner/Director on Pension planning and legislation
6) Referral to a Life/Business Coach where relevant
Plan for your business’s long-term financial goals:
1. Share your goals with us
2. Create a plan!
3. Gather and submit your information
4. Safeguard your business and your future
With low deposit rates and high inflation rates, savings and investment plans are appealing right now. We understand what it’s like to make sacrifices to accelerate your savings goals so you can achieve your dreams. That’s why we provide expert guidance so you can take charge of your future without sacrificing your valuable time.
What’s in this for you? Why you should consider savings and investment plans?
1) The potential for higher returns
2) Flexibility in the amount you save
3) Short, medium and long term options to suit your goals, amounts and terms to save
4) Investment options appropriate to suit your needs and goals
How you can save to secure your dreams:
1. Share your goals with us
2. Create a plan!
3. Gather and submit your information
4. Make your Dreams a reality
Whether you are a first-time buyer, mover, switcher or looking to invest in a rental property, we have a mortgage solution to fit your unique situation. Over 60 and looking to release equity in your home to support your children, go on that dream holiday or pay off bills? We find the mortgage most suitable for you and your family’s needs and support you through the entire process. You’re guaranteed to find the best mortgage option for your financial needs and goals, with advice and competitive rates.
Clear, simple, actionable advice for all your mortgage needs:
1) First time buyers
2) First Home Scheme/ Local Affordable Authority Scheme
3) Switchers
4) Home Movers
5) Investment Property
6) Self Employed
7) Contract Workers
8) PAYE
9) Lifetime Loan (over 60’s equity release)
How you can get started:
1. Share your journey with us
2. Create a plan!
3. Gather and submit your information
4. Make your Dreams a reality
Secure your future and that of your loved ones beyond homeownership with life assurance, income protection and pension advice. Whatever your stage of life or money situation, our team of experts will help you make informed decisions to safeguard your financial future.
What’s in this for you? Planning your future, helps make your dreams a reality:
1) Start by creating a money management plan
2) Work with our dedicated Financial Advisors committed to safeguarding your future
3) Helping you get the guidance you need to achieve your long-term financial goals
Safeguard your financial future today:
1. Share your goals with us
2. Create a plan!
3. Gather and submit your information
4. Safeguard your Financial Future