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.
Tens of thousands to get health insurance refund worth €240
Thousands of Laya Healthcare members are in line for a second refund. The move by the Cork-based health insurer will benefit a typical family to the tune of €240. Laya is the second-biggest health insurer in the
International Pension Transfers
This article provides a broad over-view of how Irish Pensions Arrangements can be transferred to Overseas Arrangements. Occupational Pension Schemes and Personal Retirement Savings Accounts (PRSA)* can be transferred to similar arrangements elsewhere in the
Tablets and Smart TVs gifted to loyal staff as firms struggle to hold on to talent
As staff shortages are felt across all sectors of the economy, Ireland’s biggest firms have been treating workers to a whole new level of corporate gifting in an attempt to hold on to talent. From
Latest Financial News
Read the Smart Finance Blog for the latest news, business, financial and investing news, including personal finance.
Tens of thousands to get health insurance refund worth €240
Thousands of Laya Healthcare members are in line for a second refund. The move by the Cork-based health insurer will benefit a typical family to the tune of €240. Laya is the second-biggest health insurer in the
International Pension Transfers
This article provides a broad over-view of how Irish Pensions Arrangements can be transferred to Overseas Arrangements. Occupational Pension Schemes and Personal Retirement Savings Accounts (PRSA)* can be transferred to similar arrangements elsewhere in the
Tablets and Smart TVs gifted to loyal staff as firms struggle to hold on to talent
As staff shortages are felt across all sectors of the economy, Ireland’s biggest firms have been treating workers to a whole new level of corporate gifting in an attempt to hold on to talent. From
