Office Administrator Vacancy Gorey

Office Administrator Financial Services– Gorey, Co. Wexford Job Summary Southeast Financial services, provide independent financial planning including Pensions, Investments, Life assurance and Mortgages. Due to continued growth, an opportunity has arisen for a Financial Planning Administrator ideally with insurance, banking or financial services experience to join our team. As an administrator you will be a key member of the team ensuring the smooth day to day running of the business and provide first point of contact […]

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Merry Christmas 2017

Merry Christmas Hello everyone, I would like to take this opportunity to send warm seasonal greetings to all our clients and everyone we worked with or for in 2017. It was an exciting year here helping more people reach their financial goals, planning for the future and working on practical financial plans for our customers. We hope 2018 brings you all peace of mind and prosperity. We will as always strive to keep you informed […]

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Risk vs’ Reward

RISK V’S REWARD We all have different attitudes toward investing risk. Think about how comfortable you are with the possibility of losing money, what your timeframes are and how you emotionally deal with volatile returns. Your attitude to risk can influence your investment strategy as much as your financial circumstances. This is a decision that is very specific to you but it is an important one as you want to able to sleep at night. […]

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A host of links to all things pension

This week we would like to offer you a whole host of helpful links to articles about pensions that have appeared in national press in previous weeks. We would love you to get in touch if you would like more information and if we can help in anyway at all. Are you thinking of  getting a pension plan? Do you need more information on your retirement options in Ireland. Are you close to pension age […]

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The Inheritance Tax Nightmare

When the ‘Civil Partnership & Certain Rights and Obligations of Cohabitants Act 2010’(Civil Partnership Act) was passed, it created the legal status of civil partnership for same-sex couples. This meant that the property and financial entitlements that previously only applied to married couples would now apply to registered civil partners. However the Act only applies to same-sex couples who have registered their relationship. This has caused some confusion for co-habitants of the opposite sex, who […]

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Information on business protection

Business Protection. One of the companies we work with have’ been listening to Irish SMEs in order to better understand their Protection needs and their hopes for the future’ Here are some stats from Aviva Two out of three Irish SMEs claim to rely on a single individual or a small group of individuals to generate profit Half of them say the death or illness of a key individual would result in revenue loss 30% told us they’d cease to […]

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Can stay at home parents get insured?

Did you know that most of us understand that we need to insure the person in the family who works outside the home. However, the contribution the stay at home parent makes to the household can be sometimes deemed less important and overlooked.  If you think about how much financially you would have to pay for tasks such as childcare, housework, transport, cooking, and all the other tasks undertaken by a stay at home parent […]

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How can I protect my family if I get sick?

How would I protect my family if I was in an accident? No one likes to think about suffering an accident or a serious illness, or what would happen financially and the negative impact it  could have on your whole life.  You could never suffer an accident, you might be lucky enough to never miss any work from illness but these stats below are important to note. Because unfortunately accidents they do happen.  For instance, […]

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Retirement stats worth noting

Some interesting findings from a recent report from Telda, show that those in retirement with a higher income experience a higher quality of life. Three in ten with low income say that a shortage of money prevents them from doing what they want to do, in comparison to one in ten with a high income. Another finding showed that three in ten retirees say that shortage of money never prevents them from doing what they […]

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How does sick pay work?

I am concerned that I may get sick and not be able to work. I think I get some sick pay in work but don’t know the details. Other than ask my employer, what should I do? Your health is your wealth. Many people now have private health insurance and coverage is growing slowly. It’s worth bearing in mind that not that many people could ever afford it. So what else could you be doing […]

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How do I pay for college in Ireland?

My child is staring college in a few years and I am worried about the costs. How much do I need and what are my options? College costs are rising, so start saving now The cost of putting a child through college is increasing. If you have young children, you need to take action now or as soon as possible. This was very much on the minds of the parents of students during this years […]

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Do I need to make a will?

Why do I need a will? I have been meaning to talk to my solicitor about a will for some time now but don’t really see the need. Sure, my wife will get everything if something happens to me, right? A Will is a vitally important thing to write. But an incorrect, badly drafted or obsolete Will can be a huge headache or even useless. A badly drafted or out-of-date Will can do more damage […]

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