My personal story is I went from being an old-school ‘advisor’ selling policies, to a trainer of other advisors, and eventually progressed to establishing Informed Decisions, a successful business that allows me to serve valued clients the way I believe they should be, and to help them achieve their desired financial lives. In short I’ve seen all sides of financial services in Ireland.
No, I’m not the richest guy you’ll meet, nor do I hold myself out as the world’s greatest financial guru.
Instead, I’m just like you and focus on building and preserving wealth for me and my family, capitalising on planning opportunities and avoiding costly products and mistakes. Having seen all sides of the financial services ‘machine’, I know what works for investors, and what is best avoided.
Through our award-winning Blog & Podcast I’ve been very fortunate to have been able to steer thousands of Irish people towards better financial lives and to achieve the results they want for themselves and their families. I now share my ideas with you on this web site.