Eight Keys to a Fulfilled Retirement Life

In our recent webinar by Milestone Advisory, guest speaker Declan Lawlor, Consultant at Retirement Planning Council of Ireland, shared 8 keys to a fulfilled Retirement Life. They are: Having a positive attitude towards your future. …

Benefits of Diversification

Milestone Advisory recently hosted a webinar with guest speaker Ian Slattery, Head of Investment Solutions at Zurich Ireland, discussing the benefits of a diversified portfolio of investment. Highlights included an overall Market Outlook: …

The Role of Interest Rate Hikes in Combating Inflation

Inflation poses a significant challenge to economic stability, eroding purchasing power and destabilising financial markets. Central banks play a crucial role in maintaining price stability, and one of the primary tools at their disposal is…

Make Your Money Work as Hard as Your People

In this edition, Milestone Advisory's Darragh Hogan looks at making your money work. Corporate treasurers have long been criticised for their conservative investment strategies, which often involve keeping large cash reserves in low-yielding…

Pension Contributions in Uncertain Times: Balancing Market Volatility and Long-Term Planning

In uncertain times, individuals may be apprehensive about making contributions to their pension plans, given the volatility in investment markets. However, it is important to understand the numerous benefits of personal pension contributions…
Financial Advice

Corporate Investment Bonds: Beat inflation and Maximise Returns

In today’s economic landscape, watching your company’s cash reserves languish in low-interest savings accounts can be a frustrating experience. With interest rates on the rise, it’s time to re-evaluate your company’s investment strategy…

Why You Need a Retirement Plan - Even If You're Already in a Pension

At Milestone Advisory, we recently had the opportunity to meet with the staff of a newly established pension scheme. Darragh Hogan explained that as part of our commitment to ensuring that employees make the most of their pension benefits, we…
Financial Protection

Unlocking the Power of Financial Advice: A Path to Stronger Protection Policies

Recent research undertaken by Brokers Ireland highlights a stark difference between those who avail of financial advice, and those who don’t. A staggering 52% of advised respondents owned life assurance policies, compared to just 23% among…
2023 Market and Outlook for investors

A summary of the 2023 Market and Outlook for Investors

Based on investment conferences attended and digesting of various economic analysis, we are pleased to provide you with an update on the economic market performance for 2023 so far and offer insights into what we can expect for the remainder…
Milestone Advisory

Understanding what we do...

It's the last day in January and while some of us are battling to keep our New Years' resolutions, many are looking at the year ahead and planning for their long term future. We have always said that you don't need to be rich to benefit from…

Irish Construction Industry Awards 2018

The team in Milestone Advisory are proud to be Gold Sponsors at the Irish Construction Industry Awards held in City West on Thursday 14th June 2018. The Irish Construction Industry Awards recognises and rewards companies who strive for excellence.…
Construction Site Discussion

The construction sector is ahead of the game

Covering workers for pension, sick pay and death in service Many of you may already be familiar with the Sectoral Employment Order (SEO), for the construction industry, this was the first SEO announced in October 2017 and written into law by…

Is Life cover important?

“I have mortgage protection anyway, sure that’s the same thing right?” Yes, and No Mortgage Protection is indeed Life Cover. It will pay off any outstanding balance on your mortgage if you die and it is designed to decrease as your mortgage…
Savings-College Savings-Retirement Savings

The need for mandatory pensions in Ireland

If you follow this regular advice column you’ll note that there is a heavy bias towards retirement planning. As a Financial Advisor for the construction sector, I meet many members of the sector’s two big schemes, CERS and the Construction…
Milestone Advisory - 2018 Budget New Year

At a Glance - Budget 2018

Tax Cuts in 2018 In this year's budget the Minister for Finance, Paschal Donohoe, has announced €1.2 billion in new spending and tax cuts, split on roughly a 2:1 basis in favour of spending. CPAS has reviewed the details of Budget 2018 to…
Savings-College Savings-Retirement Savings

Are Pensions too complicated?

Well.. No.. and Yes I’ve penned a few jargon busting articles here over the last few years as I’ve assumed (yes, I know what they say about assuming) that it is only the language around Pensions that is complicated. In talking to people…
Milestone Advisory-Services

Top tip for improving your finances in 2017

Ship Shape In trying to compile my annual top tips for the coming year, I researched far and wide for pearls of wisdom that I might not have already thought of myself....this was my favourite: “Get Your Finances-and Body-in Shape". One…
Milestone Advisory - 2017 Budget New Year

At a Glance - Budget 2017

Budget 2017 in Review We reviewed the details of Budget 2017 to provide you with the relevant information relating to pensions and your personal finance. Normally our focus is on pension matters and over the last number of years there has been…

Finance - Busting the Jargon

Post Retirement Planning As a financial advisor with specific focus on the Construction Sector, I find myself frequently discussing business on this basis. In recent years, terms such as BIM and Lean and Augmented Reality have crept into the…