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.
Estate planning is a really important part of the wealth protection element of a comprehensive financial plan and life insurance can play several roles in this, particularly if you should, unfortunately, pass away suddenly and/or prematurely. It helps by giving you access to emergency funds during sudden and major life events such as needing major medical…
Irish parents often struggle with all the questions surrounding education fee planning. Universities around the world often demand higher fees for international students compared to domestic students. Unfortunately, this is also the case in Ireland. There is a myriad of rules that apply to expat children, and navigating these rules can be challenging. Will you…
Ireland has bilateral social security arrangements with many countries, including European Union members, Canada, the USA, Australia and New Zealand, but, unfortunately for Irish nationals living and working in Shanghai, Beijing, or indeed any part of the country, China is not one of them. That means that any contributions and tax paid in China do…
You know deep down that you should be getting to grips with budgeting, saving regularly and investing for your retirement but you’re not. And you’re not alone. But why? It is difficult to think about the future when we live in an insanely fast modern world where we’re frantically pedalling to keep afloat in the…