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Rory's Blog
A regularly updated and valuable resource. You can also sign up to Rory's newsletter below.


2026 calling: What a cashflow model can (and can’t) tell you about your future
A cashflow model can help you plan your future with confidence – but there are questions it can’t answer for you. Learn all you need to know here
3 hours ago3 min read


Price is what you pay. Value is what you get
If you work with me already, you will know that investing is one of the cornerstones of building wealth in modern society. With Warren Buffett recently making the headlines after announcing he’s retiring as CEO and chairperson of Berkshire Hathaway, this feels like the perfect time to reflect on some of his more famous insights. During Buffett’s time at the helm, Berkshire Hathaway delivered an average annual return of 19.9% – almost double the S&P 500’s 10.4% [1] . Now aged
Nov 204 min read


4 financial fears you could be facing, and how to overcome them
As a financial planner with decades of experience, I’m often approached by clients who are dealing with significant financial fears. Surprisingly, they usually follow similar themes, even though they come from people with very different life experiences and goals. Looking to your plans for 2026 and beyond, you may have niggling fears that keep you awake at night. Although it’s normal to worry about the unknown, fears about your future can damage your confidence and prevent yo
Nov 204 min read


What Age Would You Like to Retire?
The State retirement age in Ireland is 66 years, which is when you’ll receive the Irish State Pension if you have enough PRSI...
Mar 21, 20242 min read


Planning for Short, Medium, and Long Term Financial Goals
Goal setting may feel better suited to a business brainstorming session or a motivational platform, but understanding your short, medium,...
Mar 21, 20242 min read


Why Put Your Trust in a Financial Advisor?
When dealing with financial management, trust must be built in the early stages of the client and financial advisor relationship. I get...
Mar 21, 20243 min read


Live for Today, Plan for Your Financial Tomorrow
Taking steps to secure your future allows you to live in the moment and enjoy life with your family and friends. Sound financial...
Mar 21, 20242 min read


Creating Financial Independence
What do I mean when I say ‘financial independence’? It could mean having enough money to retire early, creating a savings fund, or being...
Mar 21, 20242 min read


3 Reasons Why Financial Planning is Important
Would you take a road trip without checking out the route and destination first? Probably not. To get the best out of the trip, you would...
Mar 21, 20244 min read


What is Financial Planning?
Thinking about your financial future and what you want it to look like requires planning. To regain and maintain control of your life or...
Feb 24, 20244 min read


How to Plan For Your Retirement
Depending on your age, the State retirement age in Ireland is between 66 and 68, which is when you’ll receive the Irish State Pension if...
Feb 24, 20244 min read


Long-Term Investment vs Running a Marathon
Have you ever signed up to run a marathon? Have you ever thought about your long-term investment plans? These two topics might seem...
Feb 23, 20244 min read


Long-Term Investment vs Running a Marathon
Have you ever signed up to run a marathon? Have you ever thought about your long-term investment plans? These two topics might seem...
Jul 29, 20225 min read


How to Plan For Your Retirement
Depending on your age, the State retirement age in Ireland is between 66 and 68, which is when you’ll receive the Irish State Pension if...
Jan 17, 20224 min read


What is Financial Planning?
Thinking about your financial future and what you want it to look like requires planning. To regain and maintain control of your life or...
Nov 23, 20214 min read


3 Reasons Why Financial Planning is Important
Would you take a road trip without checking out the route and destination first? Probably not. To get the best out of the trip, you would...
Oct 21, 20214 min read


Creating Financial Independence
What do I mean when I say ‘financial independence’? It could mean having enough money to retire early, creating a savings fund, or being...
Sep 14, 20213 min read


5 Steps to Financial Planning (DREAM)
A life without limits may seem like an unattainable goal if you don’t have a financial plan of action. Looking at your financial life as...
Aug 16, 20213 min read


Live for Today, Plan for Your Financial Tomorrow
Taking steps to secure your future allows you to live in the moment and enjoy life with your family and friends. We’ve all experienced...
Jul 19, 20213 min read


Why Put Your Trust in a Financial Advisor?
When dealing with financial management, trust must be built in the early stages of the client and financial advisor relationship. I get...
Jun 15, 20213 min read
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