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Self Administered Pension – Tread Carefully! Blog 172

14th May 2021

The above title might sound a bit dramatic coming from someone that uses Self-Administered Pensions to help clients capitalise on...

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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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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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1st September 2020

Managed Funds fail to beat the market, most of the time! Blog 153

Actively Managed Funds under-perform Passive Index Funds in the majority of cases. Managed funds usually exist in order to beat...

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3rd August 2020

What is the Standard Fund Threshold Ireland? Blog 151

What is the Standard Fund Threshold Ireland? This week, in what is a short 4 day work week, we share...

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22nd June 2020

How Does An ARF Work & Retirement Income ‘Guardrails’ – Blog147

If you are wondering ‘how does an ARF work’, may I suggest we consider instead the question; ‘how should an...

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25th May 2020

What Happens My Pension When I, You Know…!? Blog 144

What happens my pension when I, you know!? I’m never one to shirk the hard questions, but it seems crass...

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11th May 2020

The Best Investments 2020 – The Lock-Down Edition! Blog 143

Wondering what the best investments 2020 are?! It is indeed one of those ‘once every 5 year’ situations for investments...

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20th April 2020

The Paul Kenny Conversation – Podcast 175

Paddy chats with Ireland’s former Pensions Ombudsman, Paul Kenny. Paul remains an active member of the pension profession in Ireland. ...

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6th April 2020

Buy Property With A Pension? Blog 141

Should I buy property with a pension? Ever wonder what the pros and cons are if you did decide to...

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3rd February 2020

Are Irish Commercial Property Funds In Trouble? Blog 135

This week there have been two ‘big news’ revelations about Irish Commercial Property Funds, neither of which will be deemed...

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While we would love to help everyone we offer our service to individuals and business owners who have accumulated €200,000+ of investment and pension assets, and who are aiming to retire within 10 years.

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