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

Client Testimonials

Empowering Financial Freedom: How Financial Wellness Drives Success In recent years, financial wellness has taken center stage as a critical component of overall well-being. Research consistently shows that financial stress

Welcoming our new Client Services & Marketing Administrator With over 4 years of experience in the financial services industry, Lauren brings a diverse skill set to her role as Client

Stephen Rogan Wealth Alliance Team

Wealth Alliance welcomes new Financial Advisor We are delighted to introduce and welcome Stephen Rogan as the latest member of the Wealth Alliance’s team, who has already proven himself to

Education Financial Well-being

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

Approaching your 60's

Approaching Your 60’s – Retirement: Financial Planning Tips Welcome to the world of the sixty-somethings! As you (potentially) approach the end of your working life, you are at a really

Nursing Homes Support Scheme 2009

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

50's build and retain your wealth

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

reasons why women excel at finances

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

Financial Freedom

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

Tips for money management in your 40'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

30s thinking of retirement

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

Investing……..Time In not timing https://www.wealthalliance.ie/wp-content/plugins/elementor/assets/images/placeholder.png Share this article

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

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 release

Irelands state pension

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

Investment risks

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

Financial freedom

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.

Money management

5 ways we can help you with money We’re not trying to wish our lives away, but there is no doubt that our focus is starting to shift at this

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