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'Your Best PRSA & Master Trust Options' - with Glenn Gaughran

May 26, 2025

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'Your Best PRSA & Master Trust Options' - with Glenn Gaughran
Jordan Grumet Interview - Longevity, Health & Happiness
January 20, 2025

Jordan Grumet Interview - Longevity, Health & Happiness

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What to Expect If Markets fall by 30% in 2025: A Retirement Asset Comparison
January 13, 2025

What to Expect If Markets fall by 30% in 2025: A Retirement Asset Comparison

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

Tax Rates for Retirees in Ireland (2025)

In this week's podcast, the last for 2024 I talk about 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?

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The 5 Benefits of Passive Index Investing in Ireland
December 2, 2024

The 5 Benefits of Passive Index Investing in Ireland

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Investing for Income Independence with Steve Selengut
November 25, 2024

Investing for Income Independence with Steve Selengut

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Investment Options in Ireland & What It Says About You!
November 18, 2024

Investment Options in Ireland & What It Says About You!

There are a bucket-load of investment options in Ireland. It is one of the biggest questions we see and hear from people. Yet, the landscape is fairly straight-forward once we get your head around it.

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Protection Questions When Approaching Retirement With Nick McGowan
November 11, 2024

Protection Questions When Approaching Retirement With Nick McGowan

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Property Investing Tax Considerations with Paul Molloy
October 21, 2024

Property Investing Tax Considerations with Paul Molloy

In this week's podcast, I chat with Paul Molloy from Box Clever Tax. His motto is "to help clients pay the correct and lowest amount of tax possible." He twenty years' experience in tax, accountancy and business development.

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How Much Do I Need To Retire Comfortably in Ireland? Craggy Island Style…
October 16, 2024

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

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Pension Adjustment Orders
October 7, 2024

Pension Adjustment Orders

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Lump Sum Investing vs Dollar Cost Averaging €1m in Ireland
September 30, 2024

Lump Sum Investing vs Dollar Cost Averaging €1m in Ireland

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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.