Empower Yourself with Financial Planning Resources
Making smart financial decisions starts with having the right information. Our downloadable guides are designed to help you feel empowered and informed. Whether you’re just starting out, considering how best to prepare for your children’s education costs, planning for retirement, or navigating big life changes, these resources are designed to give you clarity, confidence, and practical next steps.
From Business Profits to Personal Wealth: The Complete Director’s Blueprint
Building a successful business is only half the battle. The real challenge for company directors lies in efficiently extracting that hard-earned wealth without losing a fortune to the taxman. If you're a director sitting on company profits wondering how to get them into your pocket without triggering massive tax bills, this guide is for you.
Auto-Enrolment or Company Pension? Make the Right Choice Before 2026
Your financial future matters. From January 2026, Ireland’s Auto-Enrolment scheme will begin. But if you’re eligible for your Company Defined Contribution (DC) Pension Scheme, you may have access to a smarter alternative. This guide explains how Auto-Enrolment works, why it’s being introduced, and how to make an informed choice that can give you more control, flexibility, and long-term security.
Navigating Auto-Enrolment: A Guide for Irish Employers Preparing for 2026
From January 2026, Ireland’s auto-enrolment pension scheme will come into effect. This guide is designed to help Irish SMEs cut through the noise, navigate the changes, and create smarter pension solutions that support your business goals, keep your people engaged, and give you more control over how contributions are managed.
Your Essential Handbook for Managing Education Costs
September can be a financial shock for Irish parents. This guide breaks down the real cost of education, from uniforms and books to grinds and third-level accommodation, and shows you how to plan smarter. With practical tips, savings strategies, and tax-efficient approaches (like making the most of Child Benefit), it’s your essential playbook for managing education costs from primary school right through to college.
Your Comprehensive Guide to AVCs
For many people, standard pension contributions won’t be enough to deliver the lifestyle they want in retirement. Additional Voluntary Contributions (AVCs) allow you to top up your pension in a tax-efficient way, giving you greater control and flexibility over your future. In this guide, our financial planning experts explain how AVCs work, the limits and tax reliefs available, and the key strategies to maximise their impact.
Why Income Protection Is Essential in Ireland
What would happen if your salary stopped tomorrow? No mortgage payment. No rent. No way to support your family. Income protection is one of the most overlooked covers in Ireland – and one of the most valuable. It is designed to replace your income if you can’t work due to illness or injury. In this short guide, we break down how it works, why it matters, what it costs and how you can secure it.
Your Practical Guide to Regrouping Old Pensions
If you’ve had a few different jobs over the years, chances are you’ve got old pensions scattered across multiple providers. That’s money you’ve earned - but is it working for you? Our free guide explains how regrouping your pensions could improve oversight, reduce fees, and help you take charge of your retirement future. We’ll walk you through what to watch out for, how the process works, and how we can help.
The Ultimate Guide To Education Costs and Planning in Ireland
In today’s Ireland, the cost of educating a child from primary through third level is significant - and rising. Whether you're planning for public or private schooling, the outlay can run into tens of thousands of euros. This guide, created by our team of Certified Financial Planners, is designed to give you a clear view of the full picture - potential costs, investment options, and strategies - to help you get ahead of it and make informed decisions about your child’s educational future.