Blog and News

October 31st Tax Saving Deadline

Making the most of the tax relief available if self-Employed or PAYE If you are self-employed you must calculate your tax liability and make a payment by 31st October 2019 (12th November if registered with ROS) in respect of your: 1. Final Tax Assessment for 2018;                                                    2. Preliminary Tax for 2019. The good news… You

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Back to school and starting college

College Fees My child is staring college in a few years and I am worried about the costs. How much do I need and what are my options? College costs are rising, so start saving now The cost of putting a child through college is increasing. If you have young children, you need to take

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The Early Bird

The importance of an early start in retirement planning It doesn’t cost as much as you think There are choices you make in life that will have a huge impact on your future. Starting a pension for your retirement (yes it’s a long way away) is one of those choices because the earlier you start

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Business All-Star Accreditation in Croke Park

The Register of Irish Business Excellence Thought Leader in Mortgages and Financial Planning We were awarded with the coveted Business All-Star Accreditation at Croke Park. It is an independently verified standard mark for businesses based on performance, trust and customer-centricity. #businessallstars @BizAllStars

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Autumn 2019 Newsletter

Welcome to the inaugural edition of our newsletter. As a company, we recognise the importance of staying in touch with you, our clients, and we hope that this newsletter will provide you with information on issues and topics of importance to you and your business. In each issue you will find information on a variety

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What are the benefits of Life Insurance?

What is Life Insurance? It’s true that not everyone needs life insurance, however, if someone would be adversely affected by the loss of your income should you die, then you really should have some cover in place. Life insurance is a simple product designed to provide a lump sum or Monthly income payment on death.

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When should you get financial advice?

The Benefits of good Financial Advice Financial Advice in Wexford When should you get financial advice? Most people could probably benefit from seeing a financial adviser, but when are the best times in your life to see one? Immediately? In ten years? Every year? Life events One answer is to say that you should visit

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15 reasons why you’re broke – and how you can fix it.

Budgeting Tips Do you need help making your money last until pay day? By facing up to poor spending habits and setting yourself a budget you’ll find that not only does your money go further, but you may even have some left over. You don’t follow a budget Most Irish adults don’t have a household

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Financial New Years Resolutions

Start the New Year off on the right foot by putting cover in place that will give your family financial security. For just €4.66 a week you can have €250,000 of Life Cover in place that could help you and your family when they need it most.

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Office Administrator Vacancy Gorey

Office Administrator Financial Services– Gorey, Co. Wexford Job Summary Southeast Financial services, provide independent financial planning including Pensions, Investments, Life assurance and Mortgages. Due to continued growth, an opportunity has arisen for a Financial Planning Administrator ideally with insurance, banking or financial services experience to join our team. As an administrator you will be a key

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