Follow our five leaders on their journey with leading financial advisor, Paul Merriman. Paul will help each leader address their financial concerns, manage their day to day money and set them on the path to achieving their financial goals.
Stay in control of your money with financial guidance that puts you in control.
Kinga is a recent graduate with a new job. Her financial goals include managing her money better, buying a car, saving for a holiday and establishing a pension plan.
Susan is a grandmother from Rathmines, looking for advise on budgeting. She aims to set aside enough money for day-to day expenses while also saving for a holiday.
Maria lives in Co.Tipperary with her new baby boy. Maria is looking for advice on how she can make her money go further for her, while setting her sights on a new job when her maternity leave finishes.
Patrick lives in Kilkenny with his partner. He is looking for advice on saving a deposit for his first home while also putting some savings aside to get married in the next few years.
Kenneth lives in Co. Cork with his wife and three kids. He has short, medium and long term goals, aiming to extend the family home, maximise his pension pot and teach his kids to manage their money.
5 May 2023
26 April 2023