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News & Articles

Irish Broker’s Association names Investwise in final 4 shortlist for Life, Pension and Investments awards

Investwise are honoured to have been shortlisted by the Irish Brokers Association for their annual Life, Pension and Investment awards. We have been shortlisted for two awards, ‘Best Overall Broker’ and ‘Best Life and Pensions Broker’. Making the shortlist for these prestigious awards is welcome recognition from our peers in the industry. We feel we […]

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Posted in News on 26th February 2014

Irish investors once again turn to property – Have we learned any lessons?

If you are thinking of investing in property, what are your options? Given the increased demand for property funds over the past few months, I thought it might be a good idea to do a high level review of some of the property funds available on the market. This article does not offer advice on […]

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Pension Options for Retirement

What Are My Pension Options for Retirement In previous blog posts I have discussed many topics covering investment performance, charges and commissions and the impact on pension funds. However, one of the most important financial decisions any investor will make is how to draw down their pension when they retire. The options are complicated, and […]

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Irish Investors regularly paying too much for their Pensions and Savings.

Irish Investors regularly paying too much for their Pensions and Savings. I’m getting so frustrated with the high charges being applied, under the radar, to pension and lump sum investors out there. I am losing count of the number of clients that have come to me recently for financial planning services, who were being charged […]

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Why I don’t like Model Portfolios

Why I don’t like Model Portfolios The pace of evolution in the financial advisory industry is accelerating and this is leading to better financial products and improved advice for clients. One of the notable trends in the Irish investment Market over the past 2 years has been the introduction of Model Portfolios. Some of the life assurance companies […]

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