Financial Advisor of the Year 2024

Proud to be recognised as Financial Advisor of the Year 2024. Award winning Financial Planning, Retirement Strategy & Investment Management advisors. We are proud to have been recognised as Financial Advisor of the Year 2024 by the Irish Pension Awards. What award winning support can we deliver to you? Smart financial planning that works for […]

How much is enough?

A conversation that often arises with clients when completing a Financial Plan is around how much is enough. Everyone is different and has unique wants and needs in life, most of which come with a financial price tag. If someone could wave a magic wand and guarantee each of your wants and needs in life, […]

What Can We Learn From The Past Decade?

Do you remember 2013? It sounds quite recent, but then when you think about the major events that happened that year, they seem so long ago.That was the year that Nelson Mandela died at the age of 95, two homemade bombs ripped through the crowd of fans and runners at the Boston Marathon finish line, […]

Make Your Future Goals In Life a Reality

“It’s not just about the money” is a phrase I find myself using in nearly every client meeting these days. This stems from the evolution of the role of financial advisers and planners in recent years – a shift from focusing solely on a client’s money and investment returns achieved to a focus on the […]

What Exactly Do We Offer at Investwise?

Hint: We are not just a pension advisor! I felt it was very important to get this message out to our valued clients, as financial planning is by far the most valuable and interesting service we offer. As an existing client, it is often included in your current fee arrangement, and even if it isn’t, […]

UK State Pensions

Have you worked in the UK for 3 consecutive years? UK State Pensions everything you need to know. As part of any overall Financial Planning process, it is very important to know your rights and entitlements. This can apply to pension rights in Ireland, as well as overseas. Many Irish people have worked in the […]

ECB rates are on the rise what does this mean for mortgage holders?

Interest rates and the European Central Bank are back in the news this week with the announcement on Thursday of a further 0.75% increase in the main ECB Refinancing Rate. This is the rate that the ECB use when providing liquidity to the banking system throughout Europe. It is therefore used widely as the basis […]

Benefits Of Financial Planning

We recently commissioned a report into the benefits of financial planning for peoples’ lives and their relationship with money. As a firm who are passionate about financial planning but wanted to truly understand and quantify the actual benefits of a financial plan in the real world. We see the benefits every day with our clients, […]

Headlines From Our SME Market Research

Have you developed a succession plan for your business to ensure the smooth continuity of operations after you retire/move on to other projects? Yes – 40% No – 60% Which of the following does this plan include (Select all that apply): A pension plan – 54% Leadership retirement plan – 38% Inheritance plan (Trusts / […]

Pensions – The Easiest Money You’ll Ever Make!

Published in The Journal on 19th Sept 2021 Like that dental appointment you keep forgetting to make or switching your health insurance, pension plans often get swept under the carpet will all that other mundane ‘stuff’ we really ought to deal with instead of ignoring. As the annual pensions season rolls around (pensions awareness week […]