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    • Financial Planning
      • Financial Planning
      • Aspire Life Plan ™
      • Financial Planning for Divorcees
      • Financial Advice for Widows
      • Exiting Your Business
      • Life Planning On Redundancy
      • Returning From Abroad
      • Second Opinion Review
      • Dealing with Sudden Money
    • Retirement
    • Investment
    • Protection
      • Protecting Your Family
      • Protecting Your Business
    • Why Aspire
    • Insights
    CONTACT US
    Image

    Schedule a Zoom Meeting or Callback at a time that suits you.


    Image

    Email Contact Form

      Image

      Contact

      +353 (0)1 8455 827CALL US

      31 St Margaret's Road
      Malahide
      Co. Dublin
      K36 DC03
      Ireland.

      info@aspire-wealth.com
      01-8455827
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      Sudden money and what to do with it

      Sudden Money and what to do with it

      “When I have a little money, I buy books; and if I have any left, I buy food and clothes.” Desiderius Erasmus Receiving a windfall from an inheritance, a legal settlement, a gift, or winnings naturally lends itself to exuberance. To receive sudden money is rightly a time to express …

      Read More
      financial adviserfinancial planninginvestmentWindfall

      GameStop or Game Begin? Investors Beware

      ‘To Short or not to short, that is the question’ – Weary GameStop Hedge fund managers Investing, when carried out haphazardly, often leads to luck or loss, but rarely stability. As a new year begins another ripe example from a long list of ‘sure things’ presents itself on the world …

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      asset allocationfinancial adviserinvestment risk
      financial planning Dublin

      Why Financial Planners are essential

      When I meet a prospective client one of the first areas to be discussed is what financial products they currently hold. While many people will know that they have a mortgage and its broad details, less will know about what their pension fund and investments are applied to and even fewer …

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      financial adviserfinancial planninginvestmentretirement

      The society of financial Planners of Ireland – A needed resource

      As a founding member of the Society of Financial Planners of Ireland I am truly delighted to see increased media coverage of our fledgling organisation. This delight extends not from the ego trip that one might think such a name check might get but from the financial media’s recognition that far …

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      Certified Financial Plannerfinancial adviserinvestmentretirement

      Investing with Retirement in mind

      The best way to grow your retirement savings is to invest them intelligently. Putting money in a bank deposit account will, after deduction of DIRT, more than likely not earn you enough to even cover inflation.  In order to beat inflation you have to invest in such a way that your rate of …

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      pension fundingpension fundsretirement

      The importance of diversification

      We all know the phrase of “not putting all of your eggs in the one basket” but when it comes to investing especially if an investor has not experienced poor investment returns in a while (or possibly, even ever) this approach gets consigned to the category of applying to other …

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      financial adviserfinancial planninginvestment

      The elderly, and less conservative investing

      There is a broad approach among investment advisers that as a client becomes older they should be advised to become less risk orientated in their investments. This is partly driven by the thought of “how would I advise my parents?” and partly driven by fear of the Financial Regulator finding …

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      financial adviserinvestmentretirementsavings

      Why understanding the language of Investment marketing is important

      From my experience, most investors are very trusting of whoever is advising them about where to place their money for a long term return. While a growing number of such investments are placed into international UCITs the majority of such monies are placed in the unit funds of either life …

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      financial adviserfinancial behaviourfinancial planninginvestment

      When advice can become dangerous

      From an investment management point of view, reduced risk has much to do with the historic perspective of locking in guaranteed rates from Government Bonds. Of course, on an historic basis, such lock-ins then were far more attractive than they are now as, in the past, interbank interest rates were …

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      appropriate riskfinancial adviserfinancial planninginvestment

      The importance of managing the client rather than their assets

      Financial history is peppered with stock market crashes, property market booms and busts and a vast array of stories of individuals who have either made or lost fortunes, or even both. Irrespective of the past, a financial adviser deals with the here and now as well as the future, keeping …

      Read More
      asset allocationfinancial adviserinvestmentretirement
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