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.
When starting a new job
Register on Revenue's on-line system, MyAccount.ie Transfer Tax Credits and Standard Rate Cut Off to new employer. Join Company Pension & Protection Schemes to take advantage of (i) tax breaks on personal contributions
My Second Life. My Way.
Maybe it's time to start thinking about the extra 2000 hours you'll have in retirement? Second Life Questionnaire
10 Investing Lessons from 2020
'While many of us want to leave 2020 in the past (myself included), it was a year filled with investing lessons that will benefit us for decades to come'. Article by Nick Maggiulli January 19,
Latest Financial News
Read the Smart Finance Blog for the latest news, business, financial and investing news, including personal finance.
When starting a new job
Register on Revenue's on-line system, MyAccount.ie Transfer Tax Credits and Standard Rate Cut Off to new employer. Join Company Pension & Protection Schemes to take advantage of (i) tax breaks on personal contributions
My Second Life. My Way.
Maybe it's time to start thinking about the extra 2000 hours you'll have in retirement? Second Life Questionnaire
10 Investing Lessons from 2020
'While many of us want to leave 2020 in the past (myself included), it was a year filled with investing lessons that will benefit us for decades to come'. Article by Nick Maggiulli January 19,
