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6 steps to take in 2026 towards financial freedom
As we settle into 2026, many households are looking for ways to strengthen their finances, reduce any money-related stresses, and make real progress toward long-term goals. After several years of pretty buoyant markets, higher inflation and some important tax changes, it’s a good time to take stock and reset. Financial freedom doesn’t happen overnight, but it does happen when you take a series of well-chosen steps consistently. Below are six high-impact actions you can tak
Jan 12


The Importance of Human Advice
In today’s world, information has never been more available. At the tap of a screen, we can access market updates, investment tips, AI-generated forecasts and a constant stream of financial opinions through social media, podcasts and online forums. While this flood of information can feel empowering, it has also made one thing clearer than ever: good financial outcomes are rarely achieved through information alone . That is why personalised, human financial advice has never
Jan 12


What we’ll keep pushing for after Budget 2026
Every year, the Budget brings a mix of progress and frustration for Irish savers, investors and business owners. Budget 2026 was no different, delivering some small steps forward, but also many issues still left unaddressed. As your financial adviser, part of our job is to help you make the most of the rules that exist today. But another part of our role is to keep highlighting where those rules fall short, especially where they discourage sensible saving, long-term investm
Nov 13, 2025


12 great quotes about money and personal finances
Photo by Morgan Housel on Unsplash One of the foremost writers in the personal finance space today is Morgan Housel, author of the bestselling book The Psychology of Money and many essays under The Collaborative Fund blogs. He has also contributed widely to The New York Times and The Wall Street Journal . We like his writing because his advice is usually simple and practical and applies to us all! To give you a sense of the best of his thinking, we’ve pulled together 12 g
Nov 13, 2025


Does the tax deadline still matter for pensions?
For many people in Ireland, the 31st of October looms each year as the critical self-assessment tax deadline. Whether you’re a PAYE...
Sep 23, 2025


What is the Financial Value of Financial Advice?
It is probably fair to say that we know instinctively that consumers achieve better outcomes when they get financial advice. But maybe...
Sep 16, 2025
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