Fear of Investing

Many of our clients complain of earning practically nothing for their money on deposit. In the next breath they will tell us that they are afraid of investing. This is because they are afraid of losing any of their hard earned capital. Unless you are willing to take an element of risk, you will not […]

Gifts and Inheritance

Do you plan on leaving a loved one a significant gift or inheritance? Do you know the tax implications this may have on the individual? In 2020, you can leave your child up to €335,000 tax free, a blood relative can receive up to €32,500 tax free, while anyone else can only receive up to […]

Don’t Panic!

At the beginning of the Covid-19 Pandemic, we wrote about how time is more important than timing when investing. I have been following a particular investment throughout the Pandemic. This investment was of €100,000 approximately 1 year ago, invested in a mix of funds in order to diversify their risk. The portfolio was a medium […]

Protection – More Important Now Than Ever

In the current pandemic, we are all realising how important it is to protect ourselves. Life is unpredictable and while we cannot stop events beyond our control we can protect ourselves from the financial impact of these events. Many of our clients have contacted us, wondering how they can further protect themselves and their loved […]

Deposits – A safe bet or are you losing already?

“I don’t want to take any risk with my money, I would rather leave it on deposit where it is safe.” With deposits at an all time low, is it time to start exploring other options for your investments? Many people think that by leaving capital on deposit, your capital is in a risk free […]

Mortgage Protection – Why Choose a Broker?

Mortgage protection is a requirement when taking out a secured loan from a bank, but you are not required to purchase this through the bank with which you have obtained your mortgage. Brokers provide a wider range of access and expert advice. All Irish banks are “tied” to one provider. This means that they can […]

Tanners Tips – An Introduction

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Every week we are going to offer a segment of advice on this page.   This will be posted every Wednesday afternoon.   We are really aiming at keeping you informed and helping you to make better decisions […]

Tanner’s Tips – Emergency Fund

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Yes finances are boring! However, in order to be prepared for the events discussed in week 1, we really must focus on the basics of our finances. When you get paid, be it weekly, bi-weekly, monthly, […]

Tanner’s Tips – Budgets

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Budgets, yes I can already hear you all clicking away… We all hate budgets.   However, are budgets necessary?   Absolutely.   If you have a clear financial plan, you are less likely to spend frivolously. At the start […]

Tanner’s Tips – Loans

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Let’s talk loans… Loans can be very handy, but also very costly. When you are looking at taking out a loan, ensure that you are getting the most competitive rate for your situation. It pays to […]