The emotional value of advice

By |2024-05-03T08:43:36+00:00April 26th, 2024|Financial Planning|

Demonstrating the full value that financial advisers provide to their clients is notoriously challenging. Historically, the financial advice industry anchored on investment performance as the main source of advice value, but such analyses often failed to consider the emotional component of value that advised clients derive from their advisory relationships. Here, we draw on Vanguard’s

Step by Step Guide to Pension Property Purchase and Borrowing

By |2024-05-03T08:49:07+00:00April 19th, 2024|Property, Retirement Planning|

"Are you interested in investing in property through your pension but don’t have enough funds in your scheme? The solution could be a loan within your pension, but how does it work?" Step 1: Set up a self-administered scheme and PRSAs and Buy Out Bonds are eligible for pension property investment and borrowing.  Step 2: Select the

Should I Pay Off My Mortgage Early or Invest My Savings?

By |2024-04-12T08:52:25+00:00April 12th, 2024|Debt Management, Loans, Mortgages|

"Remind me why you still have a mortgage." Our Financial Planner put that question to my husband and I a decade ago. He pointed out we weren't getting much of a tax benefit from carrying the debt because such a big percentage of our payments was going to our initial borrowing amount at the tail

Spike in investment fraud in Ireland sees over €25 million stolen last year

By |2024-04-05T08:59:40+00:00April 5th, 2024|Investment Fraud, News|

There has been a significant increase in investment fraud in Ireland that has seen €25 million stolen from people last year. Gardai said that a total of €25,360,000 reported stolen in 2023, which is almost equal to the same amounts stolen in 2021 and 2022 (€14 million and €11.5 million respectively). In the first two

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