featured post

How Does Spending Change In Retirement? 7 Things To Expect #210

14th November 2022

One of the biggest questions for people who are transitioning from full-time employment is ‘how does spending change in retirement?’....

find out more
Spending in Retirement
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 –...

find out more
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...

find out more
Managed Funds Ireland
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...

find out more
Standard Fund Threshold Ireland
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...

find out more
How Does An ARF Work Ireland
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...

find out more
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...

find out more
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...

find out more
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. ...

find out more
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...

find out more
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...

find out more
20th January 2020

5 Signs You Need to Engage an Independent Financial Advisor – Blog 134

As of March 31st 2020 new Central Bank of Ireland rules will mean that only a financial advice firm that...

find out more
20th January 2020

5 Signs That You Need An Independent Financial Advisor – Podcast 164

As of March 31st 2020 new Central Bank of Ireland rules will mean that only a financial advice firm that...

find out more

Schedule Your Call

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.

CLICK HERE to schedule your complimentary Initial video call with Paddy

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+.

Schedule your call