Category: <span>Financial Wellbeing</span>

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…

In the world of investing, timing the market has long been heralded as a challenging, if not
impossible, endeavour. Investors seeking steady returns often grapple with the volatility of
markets, particularly during uncertain economic times.

What is a trust? A trust is a legal arrangement where assets are held by trustees for the benefit of one or more people. Types of trust? Three common forms…

A new study from the US reveals that long before people develop Alzheimer’s, they often exhibit signs of cognitive decline by falling behind on mortgage payments, credit card bills and…

When it comes to a private pension, the tax benefits on offer in Ireland are extra generous. But not enough people fully understand how they work. Following are some common…

There has been a lot of difficult news over the last 2 years when it comes to personal finance. But, as it stands, 2024 appears to be one that might…

If you are one of the tens of thousands of mortgage holders impacted by higher monthly repayments, you might be tempted to do everything in your power to take back…

Financial wellbeing in the workplace is important for a number of reasons. Not least, the wellbeing of staff and colleagues has become a key focus for a number of reasons…

You don’t get to know people until you spend some time with them. And spending time, discussing their money questions can be extremely revealing. This week, for four days, my…

The UK tax authority (HMRC) has confirmed that the deadline has now been extended to the 5th April 2025 If you live in Ireland but have spent time working in the UK,…