I set up The Money Advisers in 2010 and over the last decade I have been a sounding board for my clients. I’ve been the third party who helps them have those important conversations – sometimes about matters of life and death – that they somehow never get around to having.
The part of my job that I enjoy the most is seeing my clients visibly relax as we delve into topics that may have been keeping them awake at night for months. My value is that I can help them see how things fit together. My financial knowledge and experience help us put together a plan.
In short, I help people see their financial lives more clearly. To do that, I start by helping them see their lives more clearly. This is because our money decisions must serve the life we want to live, rather than dictate it. That’s a strong belief of mine,
There’s something else I believe strongly; our financial decisions can do good or do harm, and not just to ourselves and our loved ones.
I’ve noticed that when we reach our middle years, we tend to be clearer about what we think is important. If there is friction between your values and your financial set up, then I can help you make financial decisions that are aligned with those values, be it a local cause you feel strongly about, or doing something meaningful to mitigate climate change or relieve poverty – whatever it happens to be. I can help you put your money to work in a positive way, to do the right thing.
I’m originally from Tuam in Co. Galway but I have lived in Naas for over 10 years. I am married to Steph and have a young son and daughter; both of whom keep me on my toes! I have in-depth and certified industry knowledge – I’m a Qualified Financial Adviser (QFA) and a Certified Financial Planner™.