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 […]
Author: financialwb
Domiciliary Care Allowance to Disability Allowance to Rehabilitation Work
Hope you are well after the bad weather we had recently. Now that spring is in the air, we are all looking forward to a nice change with the season. As the seasons change, it reminds me of the financial changes in people’s lives such as Domiciliary Care to Disability Allowance. A question I am […]
Write Your Own Plan & Create a Brighter Future
As one of your goals for 2014, why not create your very own Special Needs Trust Plan. It not as hard as you may think, all that is required is a piece of paper and some thinking time. Why do this? Who else is going to plan for your special needs child’s future? To help […]
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 […]
