Mortgage Protection vs Life Insurance
Introduction Buying your first home in Ireland is one milestone; keeping it protected is another.As we move through different stages of life, our priorities and financial responsibilities change. Maybe you’re remortgaging, downsizing, or simply reviewing your cover to make sure your family is protected. Two of the most common types of protection in Ireland are […]
Stephen Donnelly features in Irish Broker Magazine on Financial Planning
We are delighted to announce that Stephen Donnelly, founder of Donnelly Financial Planning, has been featured in the prestigious Irish Broker Magazine! With over two decades of experience as a financial advisor, Stephen’s journey is a testament to expertise, dedication, and commitment to putting clients first. From his early days as a bank assurance consultant […]
Retirement Guide: ARF, Annuity & Tax-Free Lump Sum Explained | DFP
Retiring in Ireland 2025/26? | Your Irish Pension Options Explained — ARF, Annuity & Tax-Free Lump Sum Guide Planning your pension at retirement is essential for financial security.In Ireland, knowing your options—from a tax-free lump sum to annuities and Approved Retirement Funds (ARFs)—helps you maximise income and gain peace of mind. This guide covers key […]
Auto-Enrolment and Master Trust Pension Plans Ireland 2025/26: Employer’s Guide to Future-Proofing
As Ireland prepares to roll out its national auto enrolment scheme, ‘My Future Fund,’ it’s more important than ever for employers to review and enhance their company pension plans. A strong pension strategy is no longer optional—it’s a competitive advantage that helps businesses attract top talent, retain staff, and demonstrate commitment to employee financial well-being. […]
Investment Diversification in Ireland (2025/26 Guide) | Donnelly Financial Planning
When it comes to investing, one golden rule stands out: ???? Don’t put all your eggs in one basket. That’s what diversification is all about. But what exactly does that mean — and why is it so crucial for investors in Ireland? Let’s break it down. What Is Diversification? Diversification simply means spreading your money […]
Pension Review Ireland 2025/26: Why ‘Set and Forget’ Could Cost You Thousands
Many people in Ireland think the smart move with a pension is to join the work scheme, let the money accumulate monthly, and leave it alone to grow. Sounds reasonable, right? But here’s the thing — leaving your pension on autopilot could mean missing out on serious long-term growth. And when it comes to your […]