Tuesday, 14 October 2025
Join Ross Curran (CEO) in conversation with New York Times bestselling author and creator of the 'Sketch Guy' column. Together, they dive into the fears, habits, and hopes that shape our financial lives
Monday, 13 October 2025
Most come to fix a money problem but what if that’s just the surface? Carl & Ross explore how great advisors help clients look beyond the task, toward purpose. Because money’s just a tool—the real question is: what do you want to use it for?
Sunday, 12 October 2025
A first meeting can feel like a first date. Carl & Ross reflect on the balance between solving the problem and earning the trust to ask deeper questions. Sometimes purpose takes years to surface and that’s okay.
Saturday, 11 October 2025
What if your money had a meaningful mission? Carl & Ross explore the idea of a money mission statement—not carved in stone, but written in pencil. It’s not about getting it perfect. It’s about starting somewhere and letting it evolve over time.
Friday, 10 October 2025
What’s all this for? In a world of constant pressure and comparison, Carl & Ross explore why there will never be enough money to outrun your fears,and how chasing others’ dreams can leave you wondering: what happened to me?
Thursday, 09 October 2025
AI can run the numbers but it can’t sit with you in the questions that matter. Carl & Ross explore the deeper role of a human advisor: not just planning, but pausing. In life’s threshold moments, what we need most is connection, not calculation.
Wednesday, 08 October 2025
Carl shares the heart behind his new book: 101 sketches and essays that aren’t about money, but about meaning. It’s not a guide. It’s an invitation. Flip to any page, find a question, and start a conversation that matters.
Tuesday, 07 October 2025
Join Ross Curran and “Sketch Guy” Carl Richards for an inspiring talk on redefining wealth-how money connects to our values, choices, and happiness, moving beyond AI to focus on the human side of finance and purposeful financial wellbeing.
Saturday, 16 March 2024
Research has indicated a ‘magic age’ when your expertise and cognitive abilities align.
Monday, 04 March 2024
Last year, we worked with the family of a ‘bachelor’ who passed away peacefully at the age of 85. The value of his estate, made up of cash, investments and property was more than €5m, but no one, other than his solicitor, had any idea of his wealth.
Friday, 01 March 2024
Sometimes it is easy to distinguish luck from skill. Other times, maybe it’s not so straightforward
Friday, 02 February 2024
In a world where ‘getting rich’ for the sake of it is promoted as a noble ambition, we ask our clients to step away from that narrative. To ask WHY
Saturday, 20 January 2024
Most employees in the Tech & Pharma industry hold a significant portion of their personal ‘wealth’ in the shares of the company they work for. Is that appropriate, and should you have an investment strategy that takes this concentrated holding
Thursday, 11 January 2024
Creating more alignment in our use of money starts with becoming the best spenders in the world.
Tuesday, 02 January 2024
This article delves into the relationship between merging finances and happiness within a relationship, presenting research that sheds light on this intriguing subject.
