18 Dec Bringing A Fresh Perspective to Financial Planning & Advice – What can we learn from those who experienced Financial Advice?

Posted at 10:09h in Family Protection, Financial Freedom, Life centred financial planning, Retirement planning, Savings & Investment by Brian Duffy

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Through my 3 months as an intern at Tri Everest Wealth Management, I Ernestas, have quickly learnt about the importance of financial planning. The lessons taught from past financial advices have shaped my approach when it comes to making educated and informed plans for the...

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12 Dec Bringing a Fresh Perspective to Financial Planning & Advice – Benefits of Retirement Planning

Posted at 11:42h in Financial Freedom, Life centred financial planning, Retirement planning, Savings & Investment by Brian Duffy

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Your future is unique to your needs and wants, so there is no “one size fits all” advice; is what I’ve learnt as an intern at Tri Everest Wealth Management Limited. What I aim to do is use my newfound understanding and experience from working...

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05 Dec Bringing a Fresh Perspective to Financial Planning & Advice – Habits of Good Financial Planning

Posted at 09:46h in Financial Freedom, Life centred financial planning, News, Retirement planning by Brian Duffy

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Certain qualities have stuck out to me as vital indicators of success and forward thinking, and I hope that by sharing my findings with you, we can promote a conversation on achieving financial freedom through financial advice, for both the present and past retirement. Preparedness...

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28 Nov Bringing a Fresh Perspective to Financial Planning & Advice.

Posted at 17:00h in Financial Freedom, Life centred financial planning, Retirement planning, Savings & Investment by Brian Duffy

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3 months ago, I joined Tri Everest Wealth Management Limited as a business support intern as part of my 3rd Year Commerce Global Experience program. Through my time and experience at the firm to date I’ve built on a foundation level of knowledge to a...

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25 Jul First Home Scheme (FHS) for first time buyers

Posted at 09:18h in Life centred financial planning, News by Brian Duffy

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The First Home Scheme was launched, in July 2022 in response to buyers who are paying high rents but would prefer to be homeowners.  Many buyers are locked out of the property market as the macro-prudential rules require them to put up a 10% cash...

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02 Sep The Value of Financial Planning Advice

Posted at 09:50h in Life centred financial planning, News, Retirement planning by Brian Duffy

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[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]The well known investor Mr. Warren Buffett once said ‘Price is what you pay, value is what you get’. There is a lot of truth in this and within lies the clues to many a dissatisfied customer when...

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23 Nov Fair Deal or not Fair Deal, that is the question.

Posted at 12:34h in Life centred financial planning, News, Retirement planning by Brian Duffy

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I get asked about the Fair Deal Scheme regularly, and since February this year coinciding with Covid-19 pandemic enquiries have increased. The query generally comes from two sources. The most common query comes from retirees taking control of their own financial affairs and sharing with...

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20 Aug Life Centred Financial Planning and Voyant Future Cash Flow Projections

Posted at 13:44h in Life centred financial planning, Retirement planning by Brian Duffy

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We are living in a world these days that is so much different than anything we have ever experienced.  The effect of Covid-19 and its’ aftermath will likely shape how we live and interact with others for years to come. It is a good time, therefore,...

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