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12 Oct

Budget 2017

  Link To Budget-2017 The Minister for Finance, Michael Noonan, and the Minister for Public Expenditure and Reform, Paschal Donohoe, have delivered Budget 2017, the first budget under the minority Government. The measures announced include a...

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16 Feb

Reasons To Talk to a Financial Adviser

People who take financial advice & who talk to a financial adviser……. Have nearly 3 times the savings and investments than those who don’t Are more than twice as likely to have a pension Are...

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09 Jun

Our Director Duncan Duke is appointed to the Board of PIBA

We are delighted to announce that Inverdea’s director Duncan Duke has been elected to the board of directors of  PIBA - the Professional Insurance Brokers Association. Duncan will be chairman of the brokers representation sub-committee. 

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24 Apr

Zurich Easy Access Bond

Zurich has launched a nil surrender penalty investment bond this year with a closing date of 30/04/2015. The deadline is fast approaching…. Easy Access – A customer can invest from €5,000 to a maximum of...

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11 Jun

Are you a Saver or Investor?

Whether you have a lump sum to invest or want to save regularly through a retirement or savings plan it is important to set yourself a goal and clearly identify your expectations. There are a...

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17 Mar

Pensions & Moving Jobs

Have you moved jobs or been made redundant in recent years? If so, have you done anything about your pension? Often the sums involved are significant and the choices you make will have a serious...

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03 Mar

History Matters – Lessons for Investors

Analysis shows investors underestimate volatility, overestimate the impact of economic growth and are poor at timing transactions. History Matters There’s little point trying to make investment decisions for the future if you don’t know what...

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31 Jan

Investment Outlook 2014

With the start of the new year we have taken the opportunity to see what the experts have to say regarding the investment outlook for the year ahead. Bloomberg recently surveyed over 750 global professional...

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17 Dec

Time to Juggle Investments

Time to Juggle Investments to Beat the Looming New Year Tax Hikes. Written by Fiona Reddan, The Irish Times. Tax hikes are coming, for investors and savers alike, with deposit interest retention tax (Dirt) set...

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10 Oct

It’s Never Too Soon

It's Never too Soon to Start Planning Your Retirement. Written by Tom Lauricella, The Wall Street Journal. On the long road to retirement, one basic question repeats itself: What should I be doing now? Of...