Insights


Financial Planning - FAQ

Financial Planning - FAQ

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...

In your 30s and thinking of retirement - are you mad?

In your 30s and thinking of retirement - are you mad?

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...
Webinar - Investing.......Time In not timing

Webinar - Investing.......Time In not timing

Investing........Time In not timing
Financial Planning is not about products

Financial Planning is not about products

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 Scheme - Should you stay or go?

Defined Benefit Pension Scheme - Should you stay or go?

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 expands its team

Wealth Alliance expands its team

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?

What are the risks to your investments?

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

5 ways we can help you with money in 2018

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?

What’s the Problem with Ireland’s State Pension System?

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

Budget 2018

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 Sense

Retirement Planning With Us Makes Sense

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

US Election Results - Commentary

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...