featured post

Pension Adjustment Orders (PAOs) in Ireland

7th October 2024

Pension Adjustment Orders are things that none of us probably anticipate we need to know about, until we do. This...

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Pension Adjustment Orders in Ireland
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.

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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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