The Wealth Advisor

New to the team – Sheila Madden

Meet Sheila Madden: our Life & Pensions Administrator. Sheila, BComm(Hons), MBS received both her undergraduate and master’s degree at University College Cork. Sheila has a very varied working career, her first job was in Roches Stores and this is where her love of working with the public first came...

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Will auto enrolment impact you?

Auto Enrolment: The Pension Paradigm Shift Auto enrolment – a beacon of hope for Ireland’s pension future. Will it touch your life? The truth is, specifics are still unfolding. But here’s our insight so far. The Background: Only 35% of private sector workers have pensions. Alarming, considering the state...

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Sleep Better with These 8 Tips

Quality sleep is vital for your well-being. If you’re struggling with getting enough rest, consider these simple practices for a better night’s sleep: 1. Establish a Routine: Create a bedtime routine to signal your body it’s time to wind down. Reading or soothing music can help prepare you for...

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Some plain talking – investment terms uncovered

Navigating investment conversations can be daunting. Let’s simplify! Here’s a breakdown of key investment terms: 1. Active/Passive Investment: Active managers pick assets, aiming to outperform, while passive mimics index performance.2. Annual Dividend/Yield: Dividend is paid to shareholders yearly, and yield is the dividend divided by share price.3. Asset Class:...

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Meet the Team – Drury Halpin

Meet Drury Halpin our Business Development Manager and, a vital member of our financial advisor team at Halpin Wealth Management. Drury brings a unique background and passion for finance that sets him apart in the industry. Drury’s journey began at the University College Cork (UCC) in 2008, where he...

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Is Your Money Just Sitting in the Bank?

Ireland’s household deposits hit €135bn by September 2021. But here’s the kicker: your money earns little to no interest, and inflation is chipping away at its value. In the era of low interest rates, having your savings in the bank is essentially making you poorer. So why the record-high...

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Meet the Team – Kim Murray

Meet Kim Murray: a Financial Advisor and Marketing Manager. In the world of finance, expertise and adaptability are essential traits that set professionals apart. Kim embodies these qualities seamlessly in her roles as a financial advisor and marketing manager at Halpin Wealth Management. With an impressive career spanning over...

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6 Money Lessons for Kids

Teaching kids about money is essential for their financial future. We’ve gathered some powerful lessons inspired by Conor Pope’s Twitter thread. These lessons apply to teens and young adults: Pay Yourself First: Set up automated savings right after payday. This curbs impulse spending and helps build a solid savings...

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Meet the team – Benjamin Halpin

Meet Ben Halpin, a financial advisor here at Halpin Wealth Management. Ben is an accomplished professional with a strong background in finance, entrepreneurship, and business leadership. With extensive experience in the financial industry and a track record of success, Ben has made significant contributions throughout his career. Ben holds...

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Meet the team – Samantha Halpin

Meet Samantha Halpin, our Managing Director here at Halpin Wealth Management; A female led financial advisory company. With an extensive banking background, Samantha’s journey through various organisations has honed her financial planning skills over the years. Beyond her financial expertise, entrepreneurship is deeply ingrained in her DNA. Not only...

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