Balancing Living in the Now with Planning for the Future Ever wonder how to plan for the future when wanting to live in the present? As Financial Advisors, one of the main conflicts we come across is our clients desire to prepare for the future and save versus the...

Life can be unpredictable, but by planning in advance you can protect yourself and your family against life's uncertainties. ...Read my blog on the importance of Life Cover in protecting your family needs. Have you ever thought about the financial difficulties that...

The importance of advice in turbulent times ‘The Dow Jones loses over 1100 points, the most since 2008’ with similar falls in Asia was the headline we woke up to this morning. It is always when the market falls that it makes the main news, we rarely want to say when...

Plan now for the Trip of a Lifetime While of course it is important to plan for the rainy day, why not plan for sunnier days also! Why not plan for that trip of a lifetime that you have always aspired towards but never seem to be able to get? Start the New Year off in...

Setting up a pension plan for the right reasons With only days left to the tax deadline for 2016 tax returns, many people over the past few weeks have contemplated paying in to a pension in order to claim tax relief on their 2016 return. While this is extremely...

Celebrating success with the Dr. Crokes Family What a fantastic couple of days. Sunday was a special day as my beloved Dr. Crokes retained the Kerry County Championship title, winning it for the 6th time in 8 years, reflecting on lucky to be around to witness arguably...