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Understanding Your Defined Benefit Pension Scheme

July 21, 2025

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Understanding Your Defined Benefit Pension Scheme
Understanding Your Defined Benefit Pension Scheme
July 21, 2025

Understanding Your Defined Benefit Pension Scheme

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Saving & Gifting to Kids in Ireland? Doing it Wrong Costs Thousands in Tax
June 9, 2025

Saving & Gifting to Kids in Ireland? Doing it Wrong Costs Thousands in Tax

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What If Markets Fall by 30% in 2025
January 13, 2025

What If Markets Fall by 30% in 2025

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Tax Rates for Retirees in Ireland (2025)
December 16, 2024

Tax Rates for Retirees in Ireland (2025)

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Should I Stay Invested When Markets Are At All-Time Highs?
December 9, 2024

Should I Stay Invested When Markets Are At All-Time Highs?

Should I stay invested when markets are at all time highs, is something many will rightly ask.

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How Much Do I Need To Retire Comfortably in Ireland? Craggy Island Style...
October 14, 2024

How Much Do I Need To Retire Comfortably in Ireland? Craggy Island Style...

If you're like most people we work with, as you approach retirement , you've probably found yourself asking the question: 'How much do I need to retire comfortably?'.

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Guardrails for Irish Retirees blog259
September 16, 2024

Guardrails for Irish Retirees blog259

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Budget 2025 - Don't Look Back In Anger!? blog258
September 9, 2024

Budget 2025 - Don't Look Back In Anger!? blog258

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The Good, The Bad, & The Bonds. Blog257
September 2, 2024

The Good, The Bad, & The Bonds. Blog257

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Federal Estate Tax in Ireland; A Lurking Menace?? Blog256
August 26, 2024

Federal Estate Tax in Ireland; A Lurking Menace?? Blog256

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From The Marines to Professor of Financial Planning #301
June 24, 2024

From The Marines to Professor of Financial Planning #301

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The impact of inflation on €500k since 2021 (& a few other Nuggets!)...Blog253
June 11, 2024

The impact of inflation on €500k since 2021 (& a few other Nuggets!)...Blog253

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Schedule Your Call

We use a client-focused approach to help you get organised, develop peace of mind, and clarity on your financial future.

The first step is a 15-minute initial call with Paddy to answer your questions, to see if we are potentially a good fit for each other, and allow you to evaluate our firm.

If you believe we are a good fit to work together CLICK HERE to schedule your complimentary call with Paddy.

Or please CLICK HERE if you are media-related or have a general query.

Important Note: Just like you wouldn’t see a cardiologist for a knee replacement, we work exclusively with people who are retired or would like to do so in the coming years and have investable assets of €1m+.

Schedule your call

Due to demand and commitments to existing clients, there is currently a waiting list for planning and new clients.