Have you claimed everything?

I received a great call recently from a mum who has 3 daughters. The youngest daughter has moderate intellectual disability. She was standing in her kitchen with a cheque from the Revenue for €12,223 for a tax rebate claim and she thanked me about ten times for helping her to sort out the families personal […]

Cork Special Needs Trust Planning Workshop™

Change your child’s future quality of life by attending this extremely important workshop  As a parent of a son or daughter with special needs, you must set up and fund a “Special Needs Trust.” This will ensure your child doesn’t lose their entitlements and can maintain their quality of life after you have passed away. […]

Special Needs Trust Planning Workshop™

Change your child’s future quality of life by attending a workshop As a parent of a son or daughter with special needs, you must set up and fund a “Special Needs Trust.” This will ensure your child doesn’t lose their entitlements and can maintain their quality of life after you have passed away. Parents are […]

Christmas is a Special Time of Year

“T’is the season to be jolly” and I hope Santa brings lots of presents for all the family this year. Even I relax the purse string around this time of year but… a warning to all my families…. I will be contacting you in the New Year to touch base and encourage (lecture) you to […]

7- Steps To A Brighter

New booklet available “7-Steps To A Brighter & More Secure Future For Your Special Child.” Call 021 482 3635 or email allan@financialwellbeing.ie to order your FREE COPY. Chapter 1. Maximise your entitlements Chapter 2. Create a special needs will Chapter 3. Start a letter of wishes Chapter 4. Build your own financial security Chapter 5. Get expert advice Chapter 6. […]

Special Needs Trust Planning

As a parent of a son or daughter with special needs, you must set up and fund a “Special Needs Trust.” This will ensure your child doesn’t lose their entitlements and can maintain their quality of life after you have passed away. Special Needs Trust Plan™ Consultation to complete your Trust Workbook™ Guidance on when […]

Down Syndrome Talks

I will be giving a special needs financial talk to Down Syndrome Galway on the 29th of January and Down Syndrome Waterford on 13th of Febraury. Email allan@financialwellbeing.ie or calling 086 – 335 3013 to book your place. Everyone who attend will also receive a FREE copy of “7-Steps To A Brighter & More Secure […]