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Aisling Devitt

Financial Health Check: Don’t put off what you can do today!

Financial Health Check: Don’t put off what you can do today!   IF you want to get fit, you need to become determined to achieve targets. Finance should be treated in the same manner. Ultimately, financial planning is about tailoring a solution to meet your precise requirements. There are a number of ‘universal’ needs that

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5 Major Mistakes To Avoid Making In The Mortgage Marketplace

5 Major Mistakes To Avoid Making In The Mortgage Marketplace Your thinking, “Should I fix my mortgage now, switch to a new lender or stay on my current rate? I’m afraid of making a mistake and being stuck with a bad decision!” Well, the short answer is simple. Get advice from a financial broker. But

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Merry Christmas 2017

Merry Christmas Hello everyone, I would like to take this opportunity to send warm seasonal greetings to all our clients and everyone we worked with or for in 2017. It was an exciting year here helping more people reach their financial goals, planning for the future and working on practical financial plans for our customers.

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Ten Steps and you are there, mortgage approval

If you would like to know more about our simple ten step mortgage process, this week we would like to help you out. Firstly we will talk about how much you found out you can borrow, we will look at your current financial situation and crunch some numbers, from this step to the final one

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Who is going to fill their shoes?

Who is going to fill their shoes? Have you considered the impact the death of a key employee or business partner would have on your business? Business owners and their families throughout Ireland are facing this issue everyday. Some, however, are much better prepared than others. As a business owner, you protect your property, your

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Key Person / Partner

Have you considered the impact your death, the death of a key employee or business partner would have on your business?

As a business owner, you protect your property, your vehicles and equipment. But have you considered what would happen to your business if you died prematurely and the financial impact that it could have on your family and your business? Would your family stay in the business or would they sell it?

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Get the most from your money with a financial plan

Get the most from your money with a financial plan.

If you haven’t given any thought to planning out your financial future then you should do it now. A plan can help you get the most from your money and help you achieve your goals in life. If you don’t draw up a plan, you’re more likely to end up in a financial mess. Drawing up a plan sounds tough, but it’s easier than you might expect

Here are five financial perils that could inflict serious damage if you don’t have a plan.

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Who needs life insurance?

We don’t need as much life insurance as life insurers would like to sell us! You don’t want to buy insurance you don’t need. Here’s how to figure out whether you need it and how much you need.

To avoid buying life insurance you don’t need, ask yourself a simple question:

If I die, will my family or loved ones miss my income or financial support?

That’s the key question for most of us. If you can’t think of anyone that you care about who depends on you financially or for other support (e.g. in the home), life insurance isn’t for you.

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