Moneywise

• Pensions

  Moneywise provides a professional, personal financial planning advisory service, helping clients achieve
  their financial objectives tax efficiently. Retiremant planning is one of the most important aspects of personal
  finances. Because of the complexity and the myriad of options, the input of a professional and independent adviser
  is essential. … More

• Investments

  Having all our eggs in one basket is unlikely to prove a successful long term investment strategy.
  For the most part, a balanced portfolio, responding to individual risk tolerance, is a better bet in
  laying solid foundations that will protect our wealth over time. The risk-averse investor has limited
  options these days, with deposit rates down around 3% before tax. … More

• Protection

  Moneywise offers a comprehensive service in relation to life assurance protection contracts.
  With a vast array of products and types of protection available to clients, it can be confusing to
  determine which type of protection is best suited to one’s needs. Moneywise acts as a guide providing
  independent advice and sources the best rates available on the market. … More

Moneywise

Owen Morton FCII, QFA

Serving a prolonged apprenticeship (almost 40 years), Owen retains a vigorous enthusiasm for
innovation and is encouraged by the wealth creation opportunities introduced over recent years in Ireland.
Owen’s views and interpretations on market developments in the area of personal finance are sought after by
leading financial journalists and regularly publicised. Contact -
owen@moneywise.ie

Alan Morton MA, PhD, QFA, Dip. Arb, MCIArb

Alan joined Moneywise in 1998 on a career break from academia and hasn’t looked back since.
His focus is on pre-and post-retirement investment strategies and the lump sum investment market.
He also looks after our Group Pension business, where a small client bank allows for a high quality
on-going service that elevates Moneywise above much of the competition. Contact -
alan@moneywise.ie

Richard Morton BA, QFA, LIAM (DIP)

Richard joined Moneywise in 1999 and advises on all aspects of pension planning, lump sum investments,
protection and mortgages. His mortgage service brings in a steady stream a referral business – testament
to the quality of his skill and patience. Contact -
richard@moneywise.ie

Contact: 01 6788011 // Fax: 01 6788014 // E-mail – alan@moneywise.ie or richard@moneywise.ie