MASON WEALTH MANAGEMENT BLOG

admin, Aug 21, 2017

Congratulations to our competition winners, Richard Gallery & Susan Looby. Above, you can see them pictured with Les Knott and Phil Farrelly as they received their voucher of €500 for Maryborough Hotel in Cork. We hope they have a lovely weekend.

If you’d like to know about the latest news and competitions then make sure to add us on Linkedin and keep an eye on this blog.

Congratulations to our competition winners, Richard Gallery & Susan Looby. Above, you can see them pictured with Les Knott and Phil Farrelly as they received their voucher of €500...

Advice from our wealth management Dublin team

Hiring a wealth management Dublin firm to manage your finances so that you’re comfortable in the years ahead is easily one of the most important things you will ever do. Because you don’t want your quality of life to drop as you get older, you need to ensure that your property, investments, business finances and personal spending are all perfectly balanced.

As such, a good wealth management advisor won’t just provide you with an array of optional products to help your finances grow. Their main goal will be to outline a detailed plan on how to measure the potential you have to make money in the future without having to sacrifice much today.

Our team have years of experience guiding clients in all matters financial, so to help get your finances ready for what’s ahead, we’ve put together our list of the 10 most important rules for wealth creation. When you read them you’ll have a good idea of how we work, but if you prefer to get right down to business and find out exactly what our wealth management…

Hiring a wealth management Dublin firm to manage your finances so that you’re comfortable in the years ahead is easily one of the most important things you will ever...

Review your pension in Dublin

A prospective client rang me last week. We had been referred by a friend of his. Essentially, he was contributing into an executive pension plan, company arrangement, with Irish Life, for the last 10 years. He had 20 years to go to retirement.

I carried out a review of his policy and established that Irish Life have been charging an annual management charge of 1.25% pa. They had broken it down as 1% management charge and .25% plan charge. We persuaded Irish Life to remove the plan charge immediately.

The overall result means that our clients fund will grow by an additional amount of c €40,000 by retirement date. This little change in the contract that we were able to negotiate will make a huge difference to our client.

We charged him a fee of €250.00 for this advice.

It just goes to show, you never know what kind of money we could help you save!

A prospective client rang me last week. We had been referred by a friend of his. Essentially, he was contributing into an executive pension plan, company arrangement, with Irish...