CALL US TO TALK ABOUT YOUR FINANCES TODAY.
Author Phil Farrelly QFA RPA SIA CFP Certified Financial Planner | Mason Wealth Management Spend less than you earn This may seem like an obvious statement. Many people have no idea how much they are spending each month and then they wonder why they are getting further into debt. Spend no more than you are […]
Author Phil Farrelly QFA RPA SIA CFP Certified Financial Planner | Mason Wealth Management What does retirement mean? Retirement really means being financially independent. It does not mean being able to stop working on a given day and then doing nothing. It is the date when you can stop working because you can afford to. You only work […]
We carry out a lot of research throughout the year, whether it’s attending conferences and seminars, meeting investment managers and product providers and also carrying out desk-based research. Inevitably from time to time, our reading pile gets a little higher! However this is now a great time of year to make real inroads into that […]
Traditionally the role of a financial adviser has been to help you grow your financial resources. This has evolved significantly in more recent times into a much broader role, as financial planners have developed the skills and the tools to provide a lot more value than this. Sitting at the heart of what we do […]
Those aged 65 and over are expected to increase from one in eight to one in six by 2030 Ireland’s growing ageing population has been identified as one of the highest threats by the National Risks Assessment 2019. A factor which will impact on pensions, healthcare, education, and housing, among others. The National Risk Assessment, […]
If you are in your mid to late 30’s or early 40’s you may or may not be thinking about your pension and retirement planning. No matter what stage you are at it’s never too early to start considering financial planning for the rest of your life. There will come a time when you need […]
The term “financial advisor” is an extremely broad term, encompassing many aspects of financial advice. The advisor can specialise in a range of different fields such as which type of pension should you choose or what type of investment. If you are looking for advice on retirement you would also make a visit to a […]
Have you heard the term wealth management and not sure what it exactly means? Well we’re here to shed some light. Wealth management can be a broad term and dependant on what perspective you look at. For a client, the practise is centred around solving and increasing their financial situation. They entrust a financial advisor […]
Think about the term “financial advisor dublin” and what comes to your thoughts when you do? Financial advisors offer advice on how best to manage your finances. They do this so you get the most out of your money and lifestyle. Financial advisors can specialise in a range of different areas including reducing your debt, […]
We’re now well into 2019 and we often find that the finances of our clients settle down a bit at this time of year. The madness of Christmas is behind us,and a lot of annual financial commitments have often come and gone at the start of the year. Spring is a good time to take […]
