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.
KBC and Ulster Bank customers are facing months of ‘chaos’ over new accounts
More than a million KBC and Ulster Bank customers face chaos as they try to switch accounts while the two institutions leave Ireland. People seeking a new bank are being blocked from opening a credit card account and getting
Questions New Investors Are Afraid to Ask: Part 3
In Parts 1 and 2, different types of investments and the concepts needed to put those investments to work were introduced by highlighting Asset Allocation (how you divide your money between stocks, bonds, and cash)
Questions New Investors Are Afraid to Ask: Part 2
Stocks and bonds might seem pretty basic, but there’s a lot to understand about the different types and why one might be a better choice than another. So this week, I want to discuss what
Latest Financial News
Read the Smart Finance Blog for the latest news, business, financial and investing news, including personal finance.
KBC and Ulster Bank customers are facing months of ‘chaos’ over new accounts
More than a million KBC and Ulster Bank customers face chaos as they try to switch accounts while the two institutions leave Ireland. People seeking a new bank are being blocked from opening a credit card account and getting
Questions New Investors Are Afraid to Ask: Part 3
In Parts 1 and 2, different types of investments and the concepts needed to put those investments to work were introduced by highlighting Asset Allocation (how you divide your money between stocks, bonds, and cash)
Questions New Investors Are Afraid to Ask: Part 2
Stocks and bonds might seem pretty basic, but there’s a lot to understand about the different types and why one might be a better choice than another. So this week, I want to discuss what
