The 2021 Masters Aspire Wealth Management Financial Advisor Golf Caddy

Why A Great Financial Planner Is Like A Great Professional Golf Caddy

In the week that’s in it for golf nerds I thought that I would highlight the role that a great Financial Planner carries out is something akin to that of a what a great Professional Golf Caddy does. For those who aren’t tuned into Sky Sports Golf over the last few days the 2021 Masters is being held this week in Augusta, Georgia and only the world’s best golfers are invited to participate. Included in this year’s golfers are our own Rory McIlroy and Shane Lowry.

Corporate Co-Director's Insurance Aspire Wealth management Dublin Ireland

Corporate Co-Director Insurance. Business planning 101

In the midst of running your business it is all too easy to overlook performing due diligence on the very asset that keeps all of the above in check, you.

This is where the need for a life assurance business arrangement comes into play and while there are a number of structures that can be enacted, for the purpose of simplicity, Corporate Co-Director Insurance is also referred to as shareholder protection.

Keyperson Insurance Aspire Wealth Management

Keyperson Insurance, the way to protect your key people.

In order for any business to ‘keep going’ it needs to ensure that its key people are properly motivated and remunerated for the expertise, value, and insight that they add. But what happens if those key people can’t keep ‘going’? If their stopping has major financial and operational ramifications for the business. If that person became seriously ill or even passed away suddenly, what safeguards do you have in place?
Thankfully, this gap can be bridged to compensate for these unknowns by taking out Keyperson Insurance on those key members of staff that are critical to your business’ success.

Davy 16 Financial Advisor

Finding a trusted Financial Advisor. Lessons from The Davy Scandal.

In the past week, Irish financial circles have been rocked by the Central Bank of Ireland fining Davy Stockbrokers €4.13 million for breaching market rules in 2014 through a transaction that involved its senior management, many of whom are still in leadership roles there. Within its current website, Davy states that it “is a trusted market leader in wealth management and capital markets, building rewarding relationships that last. At Davy, it’s not just business, it’s personal.”