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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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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13 Apr Responsible Investing (RI) explained.

Posted at 13:37h in News, Retirement planning, RSI, Savings & Investment by Brian Duffy

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One thing I am sure of is we all have a keen eye on the future with hope in our hearts that when Covid-19 passes; and it will, things will be different. I am also sure that one thing that will be different is mankind’s...

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06 Mar Enduring Power of Attorney – what is it, and why is it so important to financial planning?

Posted at 16:28h in Family Protection, News, Retirement planning, Uncategorized by Brian Duffy

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The power of attorney gives a person the ability to give control over their financial and physical well-being to another individual that they choose. The individual who is giving out the control of their finances and other items is called the principal while the person...

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26 Oct 10 reasons to invest in a pension

Posted at 07:55h in News by Brian Duffy

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This time of year self-assessed individuals are reminded of the fast approaching deadline for filing their end of year tax returns. This also presents an opportunity for pension planning and tax avoidance which can go hand in hand. There are the obvious three tax reasons...

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30 Aug ‘Retirement Rut Ahead’

Posted at 08:11h in News by Brian Duffy

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‘WARNING: RETIREMENT RUT AHEAD’ If we needed a road sign to tell us something important about what lies ahead for the majority of our retirements, it would read simply ‘Warning: Retirement Rut Ahead’. Rut can give the meaning of furrow or pothole! It’s defined as a...

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