Being Mindful with Money

Being Mindful with Money Financial advisor who gets the interconnection between finances & wellbeing. Build your tomorrow, today.

Protect Your Income -Protect Your Future What would happen if illness or injury stopped you from working?Your bills, ren...
10/11/2025

Protect Your Income -Protect Your Future

What would happen if illness or injury stopped you from working?

Your bills, rent, or mortgage wouldn’t take a break — and that’s where Income Protection comes in.

✅ Replaces a portion of your income if you can’t work due to sickness or accident
✅ Gives you peace of mind knowing your lifestyle is protected
✅ Flexible plans to suit your needs and budget

Because your most valuable asset isn’t your car or your home — it’s your ability to earn.

🔒 Secure your future today.

Have you paid your Local Property Tax (LPT)?If you’re waiting until the last minute — time is running out!Revenue has ex...
07/11/2025

Have you paid your Local Property Tax (LPT)?

If you’re waiting until the last minute — time is running out!

Revenue has extended the payment deadline to 5:30 p.m. on Wednesday, 12th November.

Failure to pay may result in:

❌Mandatory deductions from your salary or occupational pension

❌Withholding of any tax refunds to offset your LPT liability

❌Withholding of a Tax Clearance Certificate

❌An LPT surcharge on your Income Tax, Corporation Tax, or Capital Gains Tax returns

❌Interest charges of 8% per year, plus possible additional penalties

❌Referral of the debt to a sheriff or solicitor for collection

❌A notice of attachment issued to your bank account

Avoid the stress and pay today!


Is your pension working hard enough for you?Do you know what your paying in fees?Do you have pensions from previous empl...
03/11/2025

Is your pension working hard enough for you?

Do you know what your paying in fees?

Do you have pensions from previous employments and don't know where they are?

Get in touch today for a free pension review.

The big take-aways from this budget:🪙Exit tax reform - reduction in exit tax from 41% to 38% on life assurance investmen...
07/10/2025

The big take-aways from this budget:

🪙Exit tax reform - reduction in exit tax from 41% to 38% on life assurance investments.

🪙Auto-enrolment scheme launch and tax treatment updates - it's happening folks- is your company prepared?

🪙Social protection increases and USC band changes

🪙No changes to income tax bands or CGT

A disappointing budget for ordinary people, in my opinion! More to do on lowering exit tax!

Have the mechanics of "my future fund" auto-enrollment been fully thought out?

Most business owners haven't fully considered the impact of auto-enrollment and the superior alternatives. - Reach out if this is you! January is but weeks away!

What's everyone's thoughts?

Anyone else finding that weekly food shop getting more and more expensive?Rule #1 never EVER do the food shop hungry! Y...
01/10/2025

Anyone else finding that weekly food shop getting more and more expensive?

Rule #1 never EVER do the food shop hungry! You will buy all sorts of things you don't need!

Rule #2 - make a list. I pre-plan my meals and make my shopping list from that to keep me on track.

💡 Did you know, supermarkets are designed to trick our willpower? Have you ever noticed aisles start with the healthier options and finish with treats and alcohol. They bank on your will power lessening as you shop.

💡Want to have some fun with this, do your shop in reverse, start at the last aisle, with a list and see how much you save!!!!

DM me for a printable version of my meal prep shopping list.

Its all very well telling people they should take out a pension, and listing all the benefits but let's make it real.Wha...
30/09/2025

Its all very well telling people they should take out a pension, and listing all the benefits but let's make it real.

What standard of living are you accustomed to? What standard of living do you want when you come to retire?

Have you a plan in place to get you there?

And if you do have a pension plan in place, do you know if you are on track?

Anyone who knows me knows I love talking pensions!

Reach out today, and let's see where your pension planning is at.

Sick of a day out to the cinema costing you €50!!Did you know most cinemas have kids clubs showings each weekend?Just €1...
25/09/2025

Sick of a day out to the cinema costing you €50!!

Did you know most cinemas have kids clubs showings each weekend?

Just €12 for me mini and I, bag of microwave popcorn and per buy the goodies and drinks and you've a day out for less than €20!!

Look after the pennys and the pounds will after themselves.

Super excited to share this next chapter with you all!Far too many of my clients come to me with financial worries. Havi...
24/09/2025

Super excited to share this next chapter with you all!

Far too many of my clients come to me with financial worries. Having recently taken the plunge back into my original career as a financial advisor, it makes sense to marry the two and try help my beautiful tribe manage their finances and make the most of their money!

So here it is, my new page

Being mindful with money.

Your go to for practical, jargon free, financial advice to get you on course to achieve financial wellbeing.

Id love you to join the journey, give it a follow and share, share, share!



https://www.facebook.com/share/1CiLCn4QSy/

Retirement is when you stop living at work and start working at living.Have you thought about how you are going to spend...
24/09/2025

Retirement is when you stop living at work and start working at living.

Have you thought about how you are going to spend yours?

T'is the season ......no not to be jolly🌲⛄.....to think taxes! Many people dont realise JUST how much they can offset ag...
22/09/2025

T'is the season ......no not to be jolly🌲⛄.....to think taxes!

Many people dont realise JUST how much they can offset against their tax bill by making a pension contribution.

Why give it to the taxman when you can give it back to your future self and fund your retirement!?!

Get in touch today to see just how simple it all can be, when you've been given the right advice.

Email Rachel@momentum.ie or call or WhatsApp me on 086 030 8339.

Address

Wicklow

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+353860308339

Website

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