Built on Real Experience
We started after watching too many friends scramble with event budgets. A colleague's daughter got engaged in 2018, and the family hadn't saved specifically for the wedding. They ended up taking on debt they didn't need.
That experience sparked something. What if families had a clear path to save for these major life events? Not just vague advice, but actual planning that accounts for inflation, venue costs, and all those unexpected expenses that crop up.
So in early 2019, we opened our doors in Croom with one goal: help people prepare financially for celebrations without the stress. No fancy jargon. Just honest conversations about money and milestones.
What Guides Our Work
These aren't aspirational statements we put on the wall. They're the principles we actually use when working with families.
Transparent Numbers
We show you exactly where your money goes. Every projection includes our assumptions so you can challenge them if something doesn't fit your situation.
Realistic Timelines
If you're planning for 2027, we won't pretend you can save enough in six months. We work with your actual income and obligations to build achievable plans.
Flexible Approaches
Life changes. Jobs shift. Priorities evolve. Your financial plan should adapt without penalty or judgment when circumstances change direction.
Common Financial Obstacles We Address
Most families face similar challenges when planning for major events. Here's how we actually help.
Underestimating Real Costs
Venue prices you see online rarely include everything. We maintain current data on actual wedding costs, graduation expenses, and celebration budgets across Limerick and surrounding counties. Our clients know what they're really facing.
Starting Too Late
Someone calls in January wanting to fund a September wedding. It happens. We assess what's possible, show the gap honestly, and explore options like phased planning or adjusted scope that won't wreck their finances.
Ignoring Inflation
A venue that costs 8,000 euro today won't cost the same in 2027. We factor in realistic inflation rates and local market trends so your savings target actually matches future expenses.
Our Approach to Client Relationships
Siobhan Dalloway leads our planning team with over twelve years of experience in event-focused financial services. She's seen every scenario, from last-minute graduation celebrations to multi-year wedding preparations.
What matters most to us is straightforward communication. No one should leave a meeting confused about their financial position or next steps. We explain options in plain language and respect whatever decision families make.
Listen First
Every family has different priorities. Some want an elaborate celebration, others prefer intimate gatherings with strong financial buffers. We adapt to your vision, not the other way around.
Challenge Assumptions
If your timeline seems unrealistic or your budget doesn't match typical costs, we'll tell you. Better to adjust plans early than face surprises six months before the event.
Respect Boundaries
We don't push products you don't need. If a simple savings plan works better than complex investment vehicles, that's what we'll recommend. Our job is to serve your goals.
Stay Available
Questions come up between meetings. Venue prices change. Circumstances shift. You can reach us when you need guidance, not just during scheduled appointments.
What You Can Expect Working With Us
First meeting is always about understanding your situation. We'll ask about the event you're planning, your current financial position, and your timeline. No pressure to commit.
From there, we build a realistic savings plan that accounts for your income, existing obligations, and actual event costs. You'll see exactly what needs to happen each month to reach your goal.
Throughout the planning period, we monitor progress and adjust as needed. Life doesn't follow a perfect schedule, and your financial plan shouldn't pretend it does.
Start Planning Your Event