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Start the New Year off on the right foot by putting cover in place that will give your family financial security. For just €4.66 a week you can have €250,000 of Life Cover in place that could help you and your family when they need it most.

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

*****LIFE INSURANCE IN SIMPLE TERMS*** By Philip Cullen Do you need life insurance? The answer to this question depends, ironically, on whether anyone depends on you. For example, if you have children, then yes, you probably do need life insurance – because they depend on you financially. This is the case even if you don’t work and instead are the unpaid nanny/cleaner/chauffeur/cook/secretary or superhero of the household. If you want to protect your contribution to

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

Risk vs’ 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

The following outlines what we believe are the emotional, financial and practical reasons having a Will in place is a good and sensible idea.

  1. No one likes to think about death, or linger on the possibility something bad might happen but emotionally the ongoing strain of burying your head in the sand can have long term negative effects on your health and your life. Make the Will and forget about it then so you

In a recent Irish Examiner article cited below the following findings were discovered from a survey carried out by Royal London According to The Irish Examiner and we quote ‘The survey found that 64% of respondents over 55 already have a will in place, compared with only 8% of young adults. One in five of the 1,000 respondents admitted they had not put a plan in place because they “never really think about that sort

This week a client contacted us for review of his pension . He is aged 33 of age and currently paying 300pm into a pension with a likely retirement age of 68yrs.  My first task was to research his case whereby I found the following issues, firstly his pension was not being reviewed on a regular basis by the current pension provider. The second problem I found was that his money was not invested in

To us all living in the moment and enjoying life seems to be our primary focus, and with good reason. No one should morbidly reflect on the ‘what if’s’ , conjur up disasters that may never happen or worry constantly that something awful will befall us or our family.  But like everything in life, balance is key, the opposite to obsessive worry can be a refusal to accept reality and understand that life at times

Here is one good reason you should be prepared for the future in order to full enjoy the present and your health. Firstly you might commit to taking regular exercise, eating healthy and visiting the doctor for check ups but have you thought about how financial anxiety can affect your health and overall well being.  It is important to maintain a feeling of control when it comes to your money, we all know the feeling

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

In a recent survey, outlined in The Journal article , the findings showed a significant difference between how men and women think about retirement The article states “WOMEN ARE FAR less likely to be preparing for their retirement than men, according to new research in Irish pensions. While the gender pay gap is an issue that has been brought to the fore by a number of high profile cases, the gender pension gap is another