Our focus is to ensure your peace of mind and to assist in prioritising and achieving your financial goals.
Lifestyle Financial Planning
Working with you and your other advisers to create clarity on your finances now and into the future and to determine whether you are on track to achieve goals that are important to you:
Core Services
Lifestyle Financial Planning provides many tangible benefits. It allows us to put the foundations in place for our clients and to provide them with clear and unbiased advice in all of the following areas:
Lifestyle Financial Planning combines advanced financial planning tools with experience and knowledge of Family & Business Protection, Day-to-Day Finances, Budgeting, Investments, Education Savings, Retirement Planning and Estate Planning & Wealth Transfer to deliver a plan that is tailored to your needs.
Latest News
Read the Smart Finance Blog for the latest news, business, financial and investing news, including personal finance.
5 Ways Financial Planning Can Help By Rob Williams (September 27, 2021)
Most of us know we should save money. But when it comes to actually doing it, people tend to fall into two camps: non-planners and planners. Non-planners typically save when they can, perhaps putting a
Banks cleared to join shared equity home-buying scheme
Article by Sarah Collins Irish Independent 25th November 2021 Lenders will be able to take part in the government’s shared equity home buying scheme, despite a Central Bank fear that it could push up house
Behavioural Biases
Insightful report highlighting how susceptible we are to the potential negative impact Behavioural Biases have on the decisions we make everyday. Addressing a Surge in Client Behavioural Biases
Latest Financial News
Read the Smart Finance Blog for the latest news, business, financial and investing news, including personal finance.
5 Ways Financial Planning Can Help By Rob Williams (September 27, 2021)
Most of us know we should save money. But when it comes to actually doing it, people tend to fall into two camps: non-planners and planners. Non-planners typically save when they can, perhaps putting a
Banks cleared to join shared equity home-buying scheme
Article by Sarah Collins Irish Independent 25th November 2021 Lenders will be able to take part in the government’s shared equity home buying scheme, despite a Central Bank fear that it could push up house
Behavioural Biases
Insightful report highlighting how susceptible we are to the potential negative impact Behavioural Biases have on the decisions we make everyday. Addressing a Surge in Client Behavioural Biases
