Sunrise Financial Planning Ltd

The Conscious Living Show 103.2 Dublin City FM Saturday 27th 3pm Money, Money, Money. Why do some people struggle with managing their finances or creating wealth. Gráinne Ryan and I reflect on our relationship to money. The answer is to be found in our attitudes, beliefs and habits acquired during our early environmental influences. A change of mindset has the power to transform our financial lives. This is an interview that is worth reflecting on. #creatingwealth #confidentwithmoney #wealthwithoutguilt #releasingblockagestocreatingwealth Gráinne Ryan

Directors need to act fast before another change in pension rules! There was yet another change in pension rules in Finance Bill 2024. From 01st January 2025, employer contributions to PRSA's are restricted to 100% of an employee's gross annual salary. Since January 2023 (another change of rules!) unlimited amounts can be invested in a PRSA (only curtailed by the SFT of €2 million) by directors for themselves or their employees. This has made PRSA's a very attractive proposition for cash rich companies and directors. It has allowed many business owners play catch up on their pension funding or bring forward future contributions. Our advice is to act quickly if you wish to avail of the current generous funding opportunity (i.e. have lump sum in excess of your annual gross salary). We recommend that you consult with your tax adviser first in relation to what is an appropriate contribution based on your role within the business (and same for employees). #actnow #taxplanning #deadline

Today we are celebrating World Financial Planning Day 😊 What’s the point of this you may well ask? It is all about raising awareness around the value of financial planning and having a well-structured financial plan in place by working with a competent, ethical financial planner. What we really do is help clients achieve a better life now or plan for a better life in the future! It is all about helping clients be clear on what is important to them.  What do they want to do more of (e.g. travel) or less of (e.g. work!)? We know that the benefits of financial planning go far beyond money. Research shows that working with a CFP has a positive impact on client’s mental wellbeing and family life when they experience real financial planning. If you want to find out how I can help you call me for a chat on 061- 412388 or email grainne@sunrisefinancialplanning.ie. #WFPD2024 #LIVEYOURBESTLIFE #BRIGHTERFUTURE

Have you a bucket list?? How does your Financial Planning measure up? Take our 2 minute scorecard to find out how you score. All you need to do is scan the QR code or click on the link below: https://lnkd.in/eeK9Xh2M. Don’t worry - most people score low before engaging with a Financial Planner. Our job is to help you score high after we come up with your plan!

So that's a wrap here at Sunrise Financial Planning for 2023!! Enjoyed a yummy end of year Christmas brunch today at our local Le Petit Paris Cafe here in Limerick followed by a few silly selfies to get into the festive spirit! We had a lovely Christmas night out at No 1 Pery Square & Spa earlier this month. Still haven't managed the art of the selfie !! Wishing everyone a happy and peaceful Christmas.