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What we’ll keep pushing for after Budget 2026
Every year, the Budget brings a mix of progress and frustration for Irish savers, investors and business owners. Budget 2026 was no different, delivering some small steps forward, but also many issues still left unaddressed. As your financial adviser, part of our job is to help you make the most of the rules that exist today. But another part of our role is to keep highlighting where those rules fall short, especially where they discourage sensible saving, long-term investmen
Dec 16, 20254 min read


12 great quotes about money and personal finances
One of the foremost writers in the personal finance space today is Morgan Housel, author of the bestselling book The Psychology of Money and many essays under The Collaborative Fund blogs. He has also contributed widely to The New York Times and The Wall Street Journal . We like his writing because his advice is usually simple and practical and applies to us all! To give you a sense of the best of his thinking, we’ve pulled together 12 great Morgan Housel quotes about
Dec 16, 20253 min read


3 Questions to ask yourself before you retire
Retirement is one of life’s biggest transitions. After decades of working, saving, and building towards this milestone, many people focus on the financial aspects – pensions, tax efficiency, and investment strategy. While these are essential, true retirement planning goes beyond money. It’s about preparing for how you’ll live, not just how you’ll fund it. As your financial adviser, I’ve seen time and again that the people who enjoy the most fulfilling retirements are the ones
Dec 16, 20254 min read
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