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Make savings work

Whether you want to make the most of the money you already have or look....read more

16
Oct
Should I cash out of the markets now to stave off further equity losses?

Q: I’m 55 and I’ve had a significant portion of my pension savings invested in....read more

04
Sep
Financial Planning
I have always been careful with money but how do I protect myself now that I am feeling the pinch?

Q I am working in the private sector on a modest salary but have always....read more

21
Aug
Is it wise to stop saving into pension as way of dealing with high prices?

Q The cost-of-living crisis has me really struggling to make ends meet. I’m on a....read more

17
Jul
Avoid a messy break-up on your joint mortgage

Splitting up the family home can be hell for couples who are going their separate....read more

26
Apr
The biggest advantage of buying an annuity at retirement is that you are guaranteeing a level of income for the rest of your life.
Would an annuity suit me better than an ARF if I live into my Nineties?

The biggest advantage of buying an annuity at retirement is that you are guaranteeing a....read more

21
Feb
What should we do with €40,000 savings?

Q. We have accumulated about €40,000 in savings, currently sitting in our bank account. We....read more

26
Sep
Put savings into rental property or investment fund while travelling?

Q. My partner and I had planned to go abroad in summer 2020 and work....read more

22
Aug
pensions retirement
Protect your future self’s wealth from a pension time bomb

Unlike in the 1989 film Back to the Future Part II, starring Thomas F Wilson....read more

15
Jun
whole-of-life policy worth it
Is whole-of-life policy worth it?

Is whole-of-life policy worth it? I am a 71-year-old pensioner who was widowed at the....read more

17
Jan
College Tuition Fees for Expat Grandchild
College Tuition Fees for Expat Grandchild

“MY granddaughter hopes to come to study in college in Ireland in two years’ time.....read more

15
Jan
Question of Money – Investment

“I am starting my first graduate job after four years of full-time education. I currently....read more

29
Nov
tax advice
Question of Money – Gift Exemption

“We have two children, aged seven and nine. We have never set up a bank....read more

01
Nov
pension advice
Stock market falls and pension

Source: Independant.ie Contributor: Patrick McGettigan, Director at McGettigan Financial Planning Date: June 07 2020 02:30....read more

13
Oct
pension advice
Cashing in pension in early 40s

Source: Independant.ie Contributor: Patrick McGettigan, Director at McGettigan Financial Planning Date: June 07 2020 02:30....read more

13
Oct
mortgage advice
Regular savings plan

Source: Independant.ie Contributor: Patrick McGettigan, Director at McGettigan Financial Planning Date: February 23 2020 07:00....read more

13
Oct
pension advice
What to do about lock-in of property fund that accounts for 20pc of pension plan?

Source: Independant.ie Contributor: Patrick McGettigan, Director at McGettigan Financial Planning Date: June 07 2020 02:30....read more

07
Jun
property tax question
Will we face tax bill if we move into son’s property?

Source: Independant.ie Contributor: Patrick McGettigan, Director at McGettigan Financial Planning Date: March 01 2020 02:30....read more

01
Mar
mortgage advice
Should we use our savings to clear €20,000 mortgage?

Source: Independant.ie Contributor: Patrick McGettigan, Director at McGettigan Financial Planning Date: February 23 2020 07:00....read more

23
Feb
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Latest Posts
  • 16
    Oct
    Make savings work Comments Off on Make savings work
  • 04
    Sep
    Should I cash out of the markets now to stave off further equity losses? Comments Off on Should I cash out of the markets now to stave off further equity losses?
  • 21
    Aug
    I have always been careful with money but how do I protect myself now that I am feeling the pinch? Comments Off on I have always been careful with money but how do I protect myself now that I am feeling the pinch?
  • 17
    Jul
    Is it wise to stop saving into pension as way of dealing with high prices? Comments Off on Is it wise to stop saving into pension as way of dealing with high prices?
  • 26
    Apr
    Avoid a messy break-up on your joint mortgage Comments Off on Avoid a messy break-up on your joint mortgage
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About us

We are a Financial planning business. We build long term relationships with our clients and take time to understand their financial goals.

Our aim is to educate and advise clients about all aspects of their financial wellbeing, focusing primarily on asset management and personal finance.

Articles
  • Make savings work Comments Off on Make savings work
  • Should I cash out of the markets now to stave off further equity losses? Comments Off on Should I cash out of the markets now to stave off further equity losses?
  • I have always been careful with money but how do I protect myself now that I am feeling the pinch? Comments Off on I have always been careful with money but how do I protect myself now that I am feeling the pinch?
  • Is it wise to stop saving into pension as way of dealing with high prices? Comments Off on Is it wise to stop saving into pension as way of dealing with high prices?
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