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Inflation and the Impact on Your Retirement Investment blog251

20th May 2024

Today, we’re tackling a topic that’s been heavily addressed already, inflation – but in the context of how inflation impacts...

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Cash Is King
14th August 2023

Cash Is King? Blog 227

Today I share some thoughts on holding cash, some saucy Central Bank of Ireland research on Irish households, and a...

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mistakes to avoid in retirement
10th October 2022

8 Financial Mistakes To Avoid In Retirement. Blog 208

There are several financial mistakes to avoid in retirement. These are some of the most common that can cause a...

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23rd December 2020

2020 Vision & ‘Ask Me Anything’! Blog 163

Where’s Your Focus? As a fan of Stephen Covey’s work and insights – his Circle of Influence framework whcih addresses...

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Investment Trust Taxation Ireland
30th November 2020

Taxation of Investment Trusts versus UCITs – Blog 160

Taxation of Investment Trusts is a very topical topic – and one we received a few emails on following our...

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Pod199 Sarah Fallaw
9th November 2020

‘The Next Millionaire Next Door’ with Dr. Sarah Fallaw – Podcast 199

Dr. Sarah Fallaw shares her insights on the following: – Her research of wealth builders all across the US –...

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2nd November 2020

Investment Trusts in Ireland Blog 159

In this piece we tell you what is worth knowing about investing in Investment Trusts in Ireland. We also share...

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2nd November 2020

Investment Trusts in Ireland – Podcast 198

This week we explore the pros & cons worth knowing about them, and we share some factual performance data about...

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19th October 2020

The A to Z Of Financial Service Acronyms (TATZOFSA!) Blog 158

Financial Service firms love their acronyms, as in they love them! Maybe it’s an insecurity thing, or maybe it’s an...

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19th October 2020

The A to Z Of Financial Service Acronyms (TATZOFSA!) – Podcast 197

Hey! Financial Service firms love their acronyms, as in they love them! Maybe it’s an insecurity thing, or maybe it’s...

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5th October 2020

Tax on investments in Ireland – A Plea! Blog 157

Tax on investments in Ireland is a doozy! There is a warning often quoted in investment articles that suggest “you...

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29th September 2020

Your Life In 1 Week – Blog 156

If your life was one week long what day of the week would you be on, and what would you...

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Todd Tressider Interview
28th September 2020

Build Your Wealth with Todd Tressider – Podcast 195

This week we chat with Todd Tresidder, financial coach and educator at FinancialMentor.com. He’s also the author of five financial...

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We use a client-focused approach to help you get organised, develop peace of mind, and clarity on your financial future.

The first step is a 15-minute initial call with Paddy to answer your questions, to see if we are potentially a good fit for each other, and allow you to evaluate our firm.

If you believe we are a good fit to work together CLICK HERE to schedule your complimentary call with Paddy.

Or please CLICK HERE if you are media-related or have a general query.

Important Note: Just like you wouldn’t see a cardiologist for a knee replacement, we work exclusively with people who are retired or would like to do so in the coming years and have investable assets of €1m+.

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