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


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


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,...
May 13, 20213 min read


What Age Would You Like to Retire?
Many business owners used the year of lockdowns to review exactly what they wanted to do moving forward. Some have closed their doors...
Apr 20, 20213 min read


Building a Financial Dream Takes Patience
There is a glimmer of hope on the horizon as we begin to think about life beyond lockdown. All the plans you put on hold at the start of...
Mar 12, 20213 min read


Are You Reluctant to Plan For The Future?
Have you started to think beyond the current global situation yet? Does it feel like there’s a glimmer of light at the end of this dark...
Feb 11, 20213 min read


How I Became Ireland’s First Registered Life Planner (RLP®)
Financial Life Planning with Brazil Financial The entire ethos of Brazil Financial is to provide excellent solutions for your financial...
Jan 21, 20213 min read


Creating a Financial Life Plan for an Unknown Tomorrow
If we’ve learned anything this year it’s that tomorrow is never guaranteed. Understanding and organising your finances is one sure way to...
Dec 16, 20203 min read


What do you want your financial future to look like?
It may feel like you’ve put your life on hold at the moment. How can you financially plan for the future when the world is in such...
Nov 19, 20203 min read


New podcast episode: Connecting personal and business development with guest Jules White
In the latest episode of our new “Life without Limits” podcast, “Connecting personal and business development”, Rory is joined by Jules...
Oct 19, 20201 min read


Why the life plan is core to financial planning
It is 6 months since the initial impact of Covid-19 hit Ireland like a thunder bolt. We have adapted to our new normal and all the...
Oct 13, 20203 min read


Introducing our Financial Life Planning brand – The Money Mentor
Over the next few weeks, you will see the introduction of a new brand on our website and other collatoral. The Money Mentor is our now...
Sep 23, 20202 min read


Pensions, Investment, Protection and the role of Financial Planning
Our latest podcast is now live on our media channels. Looking at pensions, investments, protection and the role of financial planning,...
Sep 23, 20201 min read


The Planning and Product Relationship
Thoughtful Financial Life Planning I talk a lot about my belief in the importance of Financial Life Planning. About having a process in...
Sep 10, 20203 min read


From Poet to Life Planner with guest George Kinder
Rory was delighted to be joined on our latest podcast by George Kinder, founder of the Kinder Institute of Life Planning and...
Aug 14, 20201 min read


Planning & Philosophy in long-term investing
I had a great conversation in my latest podcast in July with David Walls, Head of Investment Sales in Zurich Life. Today I’d like to...
Aug 5, 20204 min read


Good advice, good product and good investment management: the keys to successful financial planning
Our latest “Life without limits” podcast is now available. In this episode Rory chats to David Walls, Head of Retail Investment Sales,...
Jul 16, 20201 min read


Making your life the centre of your financial plan
What is Life Centred Financial Planning? Life Centred Financial Planning, I call it a ‘Life Without Limits’, inspires people to discover...
Jul 2, 20203 min read


New financial life planning podcast
I’m delighted to introduce our new podcast – Life without Limits. This aims to take a closer look at financial life planning and how it...
Jun 18, 20201 min read


Life without limits
Hi Everyone, I’ve spoken and wrote a lot about Financial Life Planning in recent months. With over 20 years experience in the Financial...
Jun 2, 20202 min read


Secure your Income
[vc_row][vc_column][vc_column_text] Your income pays for everything. If an accident, injury or illness prevented you from working, how...
Jul 10, 20181 min read
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