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.
Ireland’s Minister for Finance announced the 2025 budget at the beginning of this month. Here are some of the key takeaways which could impact the long-term financial planning of Irish expatriates in Asia. Irish Budget 2025 Announced Jack Chambers assumed the role of Irish Minister for Finance in June 2024 and earlier this month announced…
If you are an Irish non-resident landlord, you should be aware of recent changes to the laws governing rental income in Ireland. Find out about Ireland’s new Non-Resident Landlord Withholding Tax (NLWT), temporary tax relief for landlords, and vacant home tax. It’s essential you understand your tax liabilities and obligations and ensure you are compliant. …
Many Irish expatriates in Asia have invested in Irish government prize bonds, believing them to be a sound and secure investment. However, these bonds are not as advantageous as they appear. We suggest a more effective strategy to maximise the return on your savings. Irish prize bonds: a good investment? Since they were introduced…
How expensive is it to live in Asia? Cost of living comparisons are useful if you are considering a move as underestimating costs can have a significant impact on your financial planning. How expensive is it to live in Asia? Certain cities in Asia might have a reputation for being expensive to live in but…
ISAs have always been a thorny issue for UK expats living abroad. But now Infinity can offer a great investment solution to align this element of your financial planning with the rest of your portfolio. Jordan Donald, our man in Kuala Lumpur, explains all. ISAs and UK expatriates ISAs have always been tricky for British…
Ever wondered what happens when people who are super important to a business pass away? If you’re a business owner who finds themselves worrying about this frequently, then keep reading, you may find this article useful. Who is a Key Person? A key person is simply someone who is crucial to a company’s ongoing…
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…