Financial Consultant
I work as a Financial Planner with expat clients to meet their financial planning needs and goals, with a focus on adequately protecting expats & their families, and helping people to grow their savings over the long term. I strongly believe in building meaningful and lasting relationships with clients to ensure the best client outcomes are achieved.
The Irish budget for 2024 was announced last month. A strong Irish economy has enabled the government to make generous spending promises and create two new funds to support future investment and general spending. Jordan Donald gives a roundup of the main points. Irish budget 2024 announced Tax increases in recent years have created…
An ISA allowance is a pre-tax amount set by the government that allows individuals to save money for their retirement without paying tax, such as income tax or capital gains tax. For people to save for their future, they must put away a certain percentage of their current income every year into an account that…
Are you putting off saving for retirement. Seeing an image of your future self might just spur you to take action! Which you definitely should. Saving for retirement is essential Far too many people aren’t saving for retirement. The figures are astounding. According to one 2020 survey I read, 17% of over 55s have no…
Are you struggling to take control of your finances? There is one simple habit you should adopt to transform yourself from someone who survives from pay cheque to pay cheque to a solvent investor with a rosy financial future. Pay yourself first Living on the financial edge is stressful but there really is an easy…
If you find it hard to save you can blame hyperbolic discounting. This economic theory explains why humans are hard-wired to seek instant gratification. Here’s the science behind why your bank account feels like a sieve! What is hyperbolic discounting? Hyperbolic discounting refers to the tendency for people to increasingly choose a smaller-sooner reward over…
Well, here we are in April which is officially Financial Literacy Month in the US so it seems a great opportunity to discuss the very important topic of financial literacy. Many western democracies are facing a private debt crisis and this is a problem which can’t be blamed solely on the pandemic – it has…
22nd April is Teach Your Child to Save Day, part of National Financial Literacy Month in the US. It serves as a reminder to parents regarding the importance of encouraging healthy financial habits in children from a young age. Saving is the most important financial habit of all, yet it is something that many adults…
What is Lifestyle Inflation? Lifestyle inflation, also known as lifestyle creep, refers to increased spending after a person’s income increases. Lifestyle inflation tends to escalate each time a person receives a raise and can make it challenging to save for retirement, get out of debt, or meet other long-term financial goals. Avoiding lifestyle inflation is…
We have all heard the phrase ‘Humans are creatures of habit’ but have you ever stopped to think about how those habits help and hinder your days? Habits are behaviours and preferences that we develop, based on our views and belief systems, that make up a kind of script which help us to navigate the…
Retirement Savings Options For Expats In Asia Building a retirement nest egg is vital for all of us due to increasing life expectancy, shrinking basic state pension provision and the responsibility for having enough to live out our golden years in comfort now being placed squarely on our shoulders. In addition, expat retirement planning can…