Insights

Financial Planning - FAQ What is Financial Planning? Financial Planning is the on-going process to help you make informed financial decisions whilst committing you to a programme of good financial habits. It involves considering and...

HALF-YEARLY MARKET COMMENT  Wealth Alliance Market Report - 2020 H2 - 14Jan21   Share this post

Education is the key to financial well-being Helping individuals pursue financial wellness is central to our beliefs in Wealth Alliance hence our tag line ‘Financial Freedom starts here’.  Over the past few years, we’ve seen individuals should...

Your 60's - cruising to the end of your working life Welcome to the world of the sixty-somethings! As you (potentially) approach the end of your working life, you are at a really important stage in your financial life. We hope to give you some...

It's a Fair Deal Brenda and Jane attended a Society of Financial Planners presentation recently where Patricia Mc Dermott, Senior Manager NHSS, delivered an insightful overview of the Nursing Homes Support Scheme 2009 (AKA the Fair Deal Scheme)....

Your 50's time to build and retain your wealth This is the latest in our series of articles that consider the financial challenges for clients at a specific stage in life. This time we’re looking at people who are in their 50’s. This is a rea...

5 Reasons why women rock at managing their finances We have noticed an increase of female clients in our firm over the past 24 months. Whether this is as a result of women becoming more engaged in the financial planning process or whether...

Financial Freedom… As the Wealth Alliance team continues to grow, we decided that our website needed a refresh. Cue John Murray, a Dublin based Headshot Photographer and self-image coach. While he was busy snapping, we got talking about s...

Don't blow your financial future in your 40's – our 10 tips We recently wrote about why people should be thinking about their retirement in their 30’s, and why this is the time when you should start seriously saving to achieve your desired lif...

Budget 2019 The Minister for Finance, Pascal Donohue has delivered Budget 2019, the third and final budget under the confidence and supply agreement.  Many changes were flagged well in advance, leaving to history the flurry of activity tha...

In your 30s and thinking retirement - are you mad? Well the short answer is no, you’re not mad to be thinking about retirement in your 30’s. Of course it is not going to be foremost in your mind as there are lots of competing priorities – a...

Investing........Time In not timing

Financial Planning is not about products In financial planning businesses such as our own, a relatively small proportion of our time is spent dealing with the implementation and servicing of financial products on behalf of our clients. Because...

Defined Benefit Pension Schemes - Should you stay or go? The viability of Defined Benefit Pension, (DB), schemes in Ireland continues to be a highly debated topic following the recent release of the 2016 Pensions Authority Irish Defined Benefit...

Wealth Alliance welcomes new Senior Financial Planner We are delighted to introduce Tracy Cullen as Wealth Alliance’s new Senior Financial Planner.  Tracy brings with her over 17 years’ experience in the financial services industry. Most rece...

What are the risks to your investments? When we’re designing an investment portfolio for our clients, we take into account quite a number of considerations. We start by understanding your investment goals and time horizons, and then we build a...

5 ways we can help you with money in 2018 We’re not trying to wish our lives away, but there is no doubt that our focus is starting to shift at this stage towards 2018. And as we approach the end of the current year, we’ve been thinking abo...

What’s the Problem with Ireland’s State Pension System? Ireland needs €440bn  to address its pension problem. Now has that got your attention? Particularly when you compare this to our National Debt figure, a not so meagre figure of €212bn...

Budget 2018   In past years, Budget Day involved long hours in the office analysing endless briefings to identify the potential negative impact of the changes to our clients planning strategies as well as capturing all the new opportunities ...

Retirement planning with us makes scene. At Wealth Alliance, we believe Financial Planning is more than just managing your money. It’s aboutyour lifestyle goals, ambitions and ultimately achieving FINANCIAL FREEDOM. It’s understanding• Where you a...

US Election Results - Commentary Following the US presidential election result our key message is that with a sensible, diversified multi asset investment approach, combined with not having a short term time horizon, such market events should be...