FINANCIAL PLANNING

MAKING YOUR MONEY WORK SMARTER FOR YOU

Follow the advice in each of the steps below so that you can track & manage your money, helping you take control and make your money work smarter for you.

Start your Journey

Step 1: Personal Budget

To be good with money everybody needs a personal budget. Watch the video to get my top tips on personal budgeting.

Step 2: Free Bonus Video

Complete the personal budget template.

Step 3: Envelope System

The envelope system is a tried and trusted way to help you curb your weekly spending.

Step 4: Shop Around

Now let’s take a look at where you can cut your outgoings so that you have more disposable income.

Step 5: Money Finder

Now let’s have a look at some other ways that you can find some extra money to increase income.

Step 6: Saving

Now it’s time to start saving that extra cash that you have found by cutting your outgoings from your finances.

Step 7: Tackling Debt

Here is my appearence on morning television where I give some advice on how to manage your debt.

Here are some extra blogs to help you on your journey

Eliminate Credit Card Debt

The Debt Ladder

Earn Extra Income

Free Bonus Videos

Takling Debt

Teach Kids the Value of Money

Top 10 Financial Tips

Why work with us?

Work with Ireland’s leading financial advisors to make your money work smarter, harder and go further.

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