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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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      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 …

      Read More
      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 …

      Read More
      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 …

      Read More
      pension fundingpension fundsretirement

      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

      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 …

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      asset allocationfinancial adviserinvestmentretirement

      Ask your financial advisor these 9 questions

      It’s that time of the year when everyone takes stock of what they should have done in the last year and what they really should do in the coming year. So if you are really going to get stuck into this area now, here are eleven questions to ask either your current …

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      financial adviserfinancial planninginvestmentretirement

      Options when you have a pension of limited value’

      A key component of good financial management is the ability to control your costs. If you have ever run a business you will know this. Too much overhead and not enough income amounts to going bust. The speed of the insolvency is directly related to the degree of overspending. Family …

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      financial adviserfinancial planningpensionretirement

      Why financial planning and financial advise are different

      A little over nine years ago a new personal financial qualification, the Graduate Diploma in Financial Planning was introduced by University College Dublin in conjunction with support from the Life Insurance Association, the Institute of Bankers and the Institute of Taxation. Those who successfully completed this program were then able …

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      financial adviserfinancial planningInvestment Planningretirement

      The importance of Pension funding in Ireland

      Recently I helped a new client, of US citizenship, aged 28 and a full time worker in Ireland, set up a personal pension for herself. She wanted to make sure that her own retirement funding which she started in previous employments, also in Ireland, was continued. We chatted about pension funding in …

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      financial adviserpensionpension fundingretirement

      How to plan for a comfortable retirement

      As experienced Financial Planners we have become skilled in assisting our clients plan for their eventual retirement. A comfortable Old Age is not, however, just about having a pension plan, even though this may be part of the solution. Clever planning for retirement can assist greatly by: 1. Building Sufficient …

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      financial adviserfinancial planningpensionretirement
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