Tri Everest |

18 Dec Bringing A Fresh Perspective to Financial Planning & Advice – What can we learn from those who experienced Financial Advice?

Posted at 10:09h in Family Protection, Financial Freedom, Life centred financial planning, Retirement planning, Savings & Investment by Brian Duffy

0 Likes

Through my 3 months as an intern at Tri Everest Wealth Management, I Ernestas, have quickly learnt about the importance of financial planning. The lessons taught from past financial advices have shaped my approach when it comes to making educated and informed plans for the...

12 Dec Bringing a Fresh Perspective to Financial Planning & Advice – Benefits of Retirement Planning

Posted at 11:42h in Financial Freedom, Life centred financial planning, Retirement planning, Savings & Investment by Brian Duffy

0 Likes

Your future is unique to your needs and wants, so there is no “one size fits all” advice; is what I’ve learnt as an intern at Tri Everest Wealth Management Limited. What I aim to do is use my newfound understanding and experience from working...

05 Dec Bringing a Fresh Perspective to Financial Planning & Advice – Habits of Good Financial Planning

Posted at 09:46h in Financial Freedom, Life centred financial planning, News, Retirement planning by Brian Duffy

2 Likes

Certain qualities have stuck out to me as vital indicators of success and forward thinking, and I hope that by sharing my findings with you, we can promote a conversation on achieving financial freedom through financial advice, for both the present and past retirement. Preparedness...

28 Nov Bringing a Fresh Perspective to Financial Planning & Advice.

Posted at 17:00h in Financial Freedom, Life centred financial planning, Retirement planning, Savings & Investment by Brian Duffy

3 Likes

3 months ago, I joined Tri Everest Wealth Management Limited as a business support intern as part of my 3rd Year Commerce Global Experience program. Through my time and experience at the firm to date I’ve built on a foundation level of knowledge to a...

02 Sep The Value of Financial Planning Advice

Posted at 09:50h in Life centred financial planning, News, Retirement planning by Brian Duffy

10 Likes

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]The well known investor Mr. Warren Buffett once said ‘Price is what you pay, value is what you get’. There is a lot of truth in this and within lies the clues to many a dissatisfied customer when...

23 Nov Fair Deal or not Fair Deal, that is the question.

Posted at 12:34h in Life centred financial planning, News, Retirement planning by Brian Duffy

9 Likes

I get asked about the Fair Deal Scheme regularly, and since February this year coinciding with Covid-19 pandemic enquiries have increased. The query generally comes from two sources. The most common query comes from retirees taking control of their own financial affairs and sharing with...

20 Aug Life Centred Financial Planning and Voyant Future Cash Flow Projections

Posted at 13:44h in Life centred financial planning, Retirement planning by Brian Duffy

7 Likes

We are living in a world these days that is so much different than anything we have ever experienced. The effect of Covid-19 and its’ aftermath will likely shape how we live and interact with others for years to come. It is a good time, therefore,...

14 Jul Five Benefits Plus 1 of Making Your Will

Posted at 20:00h in Family Protection, Retirement planning by Brian Duffy

5 Likes

According to a recent survey 6 out of 10 people in Ireland have not made a will yet 3 out of 4 people feel that it is an important thing to do. If you die without a valid Will the distribution of your estate will be...

13 Apr Responsible Investing (RI) explained.

Posted at 13:37h in News, Retirement planning, RSI, Savings & Investment by Brian Duffy

5 Likes

One thing I am sure of is we all have a keen eye on the future with hope in our hearts that when Covid-19 passes; and it will, things will be different. I am also sure that one thing that will be different is mankind’s...

06 Mar Enduring Power of Attorney – what is it, and why is it so important to financial planning?

Posted at 16:28h in Family Protection, News, Retirement planning, Uncategorized by Brian Duffy

2 Likes

The power of attorney gives a person the ability to give control over their financial and physical well-being to another individual that they choose. The individual who is giving out the control of their finances and other items is called the principal while the person...