Archive for 2023
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 […]