Financial Planning News

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Minimise the impact of divorce on your financial plan

March 8, 2018

A marriage breakup is usually a traumatic time. Very significant life decisions are needed about custody of children and access arrangements, and where each party will live. Often relations between the parties become quite fraught… and then financial arrangements need to be agreed. At this stage, the difficult areas of…

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5 ways we can help you with money in 2018

February 13, 2018

We’re not trying to wish our lives away, but there is no doubt that our focus is starting to shift at this stage towards 2018. And as we approach the end of the current year, we’ve been thinking about how we can help our clients even more with all of…

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How much control do you have of your retirement plan?

February 13, 2018

The government, pension providers and financial advisers such as us expend quite a bit of time and energy encouraging individuals to take control of their retirement planning. After all, we’re all becoming more aware of the folly of relying on the state if we want to maintain even a half…

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Nick & Colin travel overseas to see clients in South Africa, Zambia and Zimbabwe

November 15, 2017

Face to face contact has always been something we very much believe in when dealing with our clients.  On Thursday 13th of October, Colin and Nick ventured south to warmer climates to meet with clients in Southern Africa.  If you have not been contacted and would like to meet with us,…

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5 ways to be tax effective

November 15, 2017

Tax is a necessary evil. If we want to live in a country with access to public services, taxation is the system used to pay for these services. We can (and do!) argue and moan about the different levels of tax payable and whether they are levied fairly. But at…

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What’s the Problem with Ireland’s State Pension System?

November 15, 2017

Ireland needs €440bn to address its pension problem. Now has that got your attention? Particularly when you compare this to our National Debt figure, a not so meagre figure of €212bn (as at 17th October 2017) that gets so much attention. At that, the pension figure of €440bn was calculated almost…

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What Income Protection is and what it is not

October 3, 2017

As financial advisers helping our clients to build a better financial future for themselves, we are talking to clients every day about a whole range of issues in relation to their personal finances. With some clients, we are helping them with their retirement planning and to build diversified and risk…

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What’s changed over the last decade

September 6, 2017

History teaches us many things. Particularly if we’re looking for a bit of guidance in prudent personal financial management, the last decade offers us a wealth of useful lessons. During the last decade we’ve seen a (hopefully) once in a lifetime global economic collapse, the entire banking system teetering on…

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Novia Global – at last a leap into the 21st Century for financial services !!

September 5, 2017

Many of our clients will already be familiar with the Novia Global investment platform, which we are currently implementing to replace many existing client portfolio structures.  A number of clients will already be aware of the advantage of having an investment platform in place, having reaped the benefit of adopting such structures…

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10 ways we can help improve your lifestyle

July 14, 2017

We thought it might be useful to step back a little bit and review the value that we bring to our clients, in order to make sure we’re meeting your needs as much as we possibly can. We identified ways in which we enrich the lives of our clients and…

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CONTACT INFO

OpesFidelio Ireland Ltd
12, Parklands Office Park
Southern Cross Road
Bray, County Wicklow
Ireland

Tel: +353 (0)1 272 4130
Email: adminireland@opesfidelio.ie

We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.

This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.

 

Directions:

Our office is situated 20kms south of Dublin, just beyond Bray in Co. Wicklow. Take the M50 southbound onto the N11 then take Exit 7, the Bray/Greystones exit and follow signs to Greystones. We are on the right near the end of the Southern Cross road leading from the N11 to the Greystones Rd.

OPESFIDELIO FINANCIAL PLANNING LTD

OpesFidelio Financial Planning Ltd is regulated by the Central Bank of Ireland.

OpesFidelio Financial Planning Ltd (Company No 456044) is a wholly owned subsidiary of OpesFidelio Ireland Ltd (Company No 158916).

OpesFidelio is a trademark used under licence.