Category: <span>Financial Wellbeing</span>

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.

There are many life events that can have a major impact on financial wellbeing. Separation and divorce is a significant one where understanding and preparation are essential.

The Competition & Consumer Protection Commission of Ireland is tasked with a broad remit of consumer protection. It can mean many things to many people but in general, its task…

The latest mortgage draw-down data from the BPFI reveals that first time buyers are by far and away the only segment of the mortgage market that is growing. In the…

By Frank Conway The mortgage market in Ireland today is experiencing about the same level of activity as it did in 1988. And since 2018, the overall number of units…

By Frank Conway Factoring for inflation should be central to retirement planning. With the on-again, off-again rollout of pension auto-enrollment delayed until January 2026, the focus on retirement planning is…

Pension fees are a feature of paying for the professional services that manage pension funds. It can be a workplace pension or one you have set up yourself, like a…