Beat the Taxman – Top 10 Tax Refunds

“Sure, I’m a PAYE worker, my tax is deducted at source” This is a common response when we advise PAYE employees of the importance in filing an annual tax return with Revenue. Remember, everybody has an obligation to pay tax, but none of us has an obligation to...

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How does Financial Wellness Reduce Stress?

    Employee Stress comes from lots of sources. If you are talking to a room of 100 people, one may be dealing a bereavement, another dealing with a relationship problem, another a work-related stress and another a weight concern to name just a few that we...

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How to Beat the Tax Man – Know Your Tax Refunds

Tax can be overpaid. Most PAYE workers regularly review their Health Insurance cover, shop around for motor and home insurance and love a bargain.…So why is it that a lot of individuals are not reviewing what is most likely the largest outgoing in their house, their...

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Why Investing Beats Saving in the Long-term

To save or not to save? To invest or not to invest? That’s the question of the day. But rather than giving you a long-winded weighing up of both options before concluding one way or the other, I'm going to give you my opinion straight-up: You should...

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Insurance and Financial Protection: Back to Basics

Who loves insurance and financial protection? No … no-one? No takers? OK, so this probably isn't a subject I need to break out at parties to win the crowd over. But unfortunately, life isn't all fun and games. Indeed, some of us are forced to leave the party sooner...

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10 Clever Ways to Minimise Your Mortgage Costs

Reducing mortgage costs is one of the most prominent concerns I come across as a financial planner and corporate wellness financial wellbeing provider. The dream of homeownership is achieved through the reality of a mortgage. And for many of us reality...

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How to Budget the Financially Fit Way

Budgeting is a very simple concept: Weigh up your income against your expenditure to determine your cash flow and make sure you’re living within your means. But one of the big mistakes most people make is that they don’t attach their future financial goals...

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