Momentum Wealth Management Limited

Just to share some thoughts with you. Plenty of news around changes to pension legislation in the Finance Bill 2024. This represents opportunities for sure but I would never rush into making decisions based on time lines. Get the correct advice and take your time to come to the right option for you. This is the core to Financial Planning putting client first. If you want to make the first step why not contact the team at www.momentumwealth.ie #financialplanning #fspb #momentumwealthmanagement #iob #whatstheplan #financebill #retirementplanning

Ensure you have the knowledge and security of a retirement plan to take the first step towards a fulfilling retirement. Our program assists you in learning the best approach to creating your own retirement plan in order to achieve your new goals and ambitions after retirement.

Momentum Wealth Management Limited in partnership with web specialists 4pm.ie are delighted to announce the launch of their comprehensive Financial Planning Website tailored to Four Key Life Stages www.momentumwealth.ie is designed to provide personalized financial planning resources and guidance for individuals across four distinct life stages. This innovative platform offers tailored financial advice and tools, empowering users to achieve financial security and success at every phase of life. Understanding that financial needs and goals evolve over time, Momentum Wealth Management has developed a user-friendly website that focuses on the unique financial challenges and opportunities faced at different stages of life. The platform is structured around four key life stages: 1. Family and Foundations (Early Career and Young Adults):For those beginning their financial journey, this section provides essential advice on budgeting, saving, managing debt, and starting to invest for the future. 2. Career Professionals (Mid-Career) Aimed at individuals and families focused on growing their wealth, this section offers strategies for home buying, retirement planning, tax optimization, and education savings. 3. Planning for retirement (Pre-Retirement):** Designed for those approaching retirement, this section covers advanced retirement planning, investment management, estate planning, and healthcare considerations. 4. Retirement 2nd Life (Post-Retirement):** For retirees, this section provides guidance on income management, healthcare, lifestyle planning, and strategies to preserve wealth. Momentum Wealth Management Limited is a specialist Financial Planning Firm with over 40 years combined advisorary experience, dedicated to helping individuals and families achieve their financial goals. With a commitment to personalized service and expert guidance, we offer a range of financial planning and investment management solutions designed to meet the diverse needs of our clients. **Quote from Managing Director Niall Callery ** “We are excited to launch this new website, which represents a significant step forward in our mission to make financial planning accessible and effective for everyone,” “By focusing on the distinct needs of different life stages, we’re able to offer more relevant advice and tools, empowering our users to make informed decisions that will benefit them now and in the future.” "We would also like to thank all the team at 4pm.ie for their innovation in sharing our vision for providing a dedicated Financial Planning Service." For more information, please visit www.momentumwealth.ie or contact us at info@momentumwealth.ie #financialplanning #2ndlife #whatstheplan #fpsb #iob #lifestageplanning #4pm.ie #brokersireland [

There has been a lot of volatility in financial markets in the last few days . Plenty of information coming through about concerns about jobs data in the US, interest rates in Japan to name a few. I was looking online for something relevent to post to put some context to events. One of my best sources of reading is the Harvard Business Review and I came across this article which I found much more interesting so I share it with you now. With regard to the markets dont make short term decisions/ reactions, stay invested , understand your level of risk, ride out the volatility and focus on your next holiday! Any queries as always please contact the team at info@momentumwealth.ie #financialplanning #cfp #fpsb #iob #momentumwealthmanagement #stayinformed #whatstheplan

Good news for Tracker Rate holders as ECB reduces rates by 0.25%. There is also a technical change to interest rate pricing with a further reduction of 0.35% making a total reduction of 0.60%. Well worth looking at your cashflow. Can you afford to keep repayments the same and knock time off you mortgage. Further reductions expected so a good time to incorporate debt reduction into your financial plan. If you want further details contact the team @ Momentum Wealth Management info@momentumwealth.ie #interestrates, #Fspb, #iob , #financialplanning , #momentumwealth, #brokersireland

Research tells us that more than half of people who have never received financial planning advice intend to seek it within the next three years. With over 223,700 CERTIFIED FINANCIAL PLANNER professionals around the world, more people can connect with financial planners who have committed to high standards of competency, ethics and practice to help them achieve financial well-being. Learn how clients of CFP professionals experience better outcomes: https://lnkd.in/gMsB2z7w #CFP #financialplanning

This #internationalwomensday (8th March), we encourage you to share key findings of #FPSBIreland research with the important women in your life to spread the word on the power of partnering with a #financialplanning professional.   #planwell2livewell #itsgottabeaCFP