Category: <span>Financial Wellbeing</span>

Preparing for a 1:1 financial consultation can ensure the meeting is relevant, meaningful and offers value. At MoneyWhizz, our focus is using financial education to support our clients.

The retail investment landscape in Ireland is primed for reform.

Many people fail to make adequate plans for the time they retire from work. The most significant is calculating their financial needs.

For working families, preparing for life events has always been important. But with so many areas of personal finance to consider, where do you begin? At MoneyWhizz, we have developed…

Our 6-part money series is designed to offer an experts summary of how the money system works, and how to put it to work for you.

We offer a range of one-to-one financial consultations via employers across Ireland. These are designed to allow individuals and families discuss the financial issues that matter to them.

In this seminar, MoneyWhizz explains in detail how pensions really work. We explain the different options and many tax benefits and even have some really useful tools to build a better understanding of what matters to you.

Financial planning requires a structured approach for a successful outcome. At MoneyWhizz, we provide the tools and resources to make it possible.

Financial wellbeing is about resilience and being prepared for the risks that can come your way. At MoneyWhizz, we work with employers on showing people how.

It is estimated that Irish taxpayers fail to reclaim up to €300Million qualifying tax refunds each and every year (Source: Revenue). In response, MoneyWhizz offers an expert overview of how…

This fraud is targeting credit union members across Ireland. Members are advised to remain alert and never, ever share their account details.

Exchange Traded Funds or ETF’s as they are better known have grown in use, and relevance since their first introduction for investors everywhere.