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5 Savings Tips

April 17, 2020/in Blog/by Colm Nolan

1. Why are you saving? This will determine your next steps. Are you saving for a mortgage, a trip, a change in career, to buy a car, go hack to college, start a business, early retirement………Each needs a different spending plan and strategy. Prepare a plan – decide your goals/objectives for your money? 2. Have […]

Are you leaving your finances to chance?

April 7, 2020/in Blog/by Colm Nolan

Take control with a Financial Plan We’re all different….. …. but advice should always fit ! Our services We provide a comprehensive financial advisory and taxation service to Facebook staff members in Ireland. A sample menu of services available to Facebook staff are: A comprehensive 1:1 financial and tax advisory service (1 hour). […]

5 Savings Tips

April 17, 2020/in Blog/by Colm Nolan

Are you leaving your finances to chance?

April 7, 2020/in Blog/by Colm Nolan

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5 Savings Tips

April 17, 2020/in Blog/by Colm Nolan

1. Why are you saving?

This will determine your next steps. Are you saving for a mortgage, a trip, a change in career, to buy a car, go hack to college, start a business, early retirement………Each needs a different spending plan and strategy.

Prepare a plan – decide your goals/objectives for your money?

2. Have a rainy day fund

3 to 6 months of net income

3. Save at least 10% each month of your net income

If you can do more, do more! If you’ve a specific goal in mind this will be easier to achieve.

4. Set up a standing order

Saving every payday – Once they’re gone, they’re out of sight.

5. Have mixture of savings & investments

Short term (savings such as rainy day funds) Medium term (Investments with a time horizon of 7 years + and Long term (Pensions and Investment Portfolios). Each should consider your risk profile, costs, taxation and accessibility.

Are you leaving your finances to chance?

April 7, 2020/in Blog/by Colm Nolan

Take control with a Financial Plan

We’re all different…..

…. but advice should always fit !

Our services

We provide a comprehensive financial advisory and taxation service to Facebook staff members in Ireland. A sample menu of services available to Facebook staff are:

A comprehensive 1:1 financial and tax advisory service (1 hour).

Providing answers “on the spot” to any financial and taxation queries raised by the Facebook staff member.

Preparation of Irish Taxation Return to include RSU’s, dividend income, exercise of stock options (1 hour).

Budgeting – Making your money work harder for you (1 hour).

Rent or Buy? What are your options and how can you get onto the property ladder? (1 Hour)

Financial Plan – Preparing a comprehensive financial plan complete with budgeting analysis, summary report and cash flow forecast (3 Hours)

Why work with us ?

Independent

Multi-Disciplinary Practice

Tax Compliance & Consultancy Financial Wellness (bespoke programs) Lifestyle Financial Planning & Coaching

Advice, specific to your needs