header-image

Financial Wellbeing

Helping You Reach Your Potential

Money Blogs

6-part money seminar series

6-part money seminar series

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.

One-to-One financial consultations

One-to-One financial consultations

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.

Buying a home in Ireland

Buying a home in Ireland

In this seminar, we explain the home buying process in detail. This includes a detailed overview applying for a mortgage, conveyancing, insurance and more.

Switching for better value

Switching for better value

There are so many ways to switch financial products for better value, at MoneyWhizz, our expertise will show you how.

Understanding pensions

Understanding pensions

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.

Planning for seasonal expenses

Planning for seasonal expenses

Seasonal expenses can place a big demand on family budgets. So it is important to plan ahead and know what the costs will be and how to pay for them.

A quick guide to financial freedom

A quick guide to financial freedom

There are some proven steps to attaining financial freedom. At MoneyWhizz, we show you how.

Personal financial planning

Personal financial planning

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

Reading & understanding payslips

Reading & understanding payslips

Reading and interpreting a payslip can be daunting for many. But they carry key information and options to build financial security.

Saving & Investing in Ireland

Saving & Investing in Ireland

Saving and investing options in Ireland today is complicated. But there is a growing amount of choice. It’s all a question of having the right amount of information.

Financial Wellbeing

Financial Wellbeing

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.

Tax Relief in Ireland

Tax Relief in Ireland

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…

Understanding Euro Cost Averaging: A Simplified Guide

Understanding Euro Cost Averaging: A Simplified Guide

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.

Understanding Financial Personalities for Better Literacy

Understanding Financial Personalities for Better Literacy

Financial literacy is a popular topic since it suggests that promoting it will lead to better money decisions. But its only part of a much larger approach needed for improved financial wellbeing outcomes.

Bare Trusts, Beneficiaries and Tax

Bare Trusts, Beneficiaries and Tax

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…

Impact of Alzheimer’s On Financial Wellbeing Revealed Long Before Diagnosis – Study

Impact of Alzheimer’s On Financial Wellbeing Revealed Long Before Diagnosis – Study

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…

4 pension mistakes people make (and how to avoid them)

4 pension mistakes people make (and how to avoid them)

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…

3 reasons things are looking up for families across Ireland in 2024

3 reasons things are looking up for families across Ireland in 2024

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…

ETF or mortgage – where to put your money to work right now

ETF or mortgage – where to put your money to work right now

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

Financial Wellbeing

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…

PHP Code Snippets Powered By : XYZScripts.com