Halpin Wealth Management

Halpin Wealth Management

Financial Services

Your Wealth, Our Priority

About us

Founded in 2021 by three members of the Halpin Family, Halpin Wealth Management (HWM) is a female-led financial advisory firm dedicated to assisting clients in realising their financial goals from the early stages of their career through retirement. At HWM, we understand the importance of comprehensive financial planning and strive to provide tailored solutions that align with our clients' unique circumstances. Our team of experienced professionals offers expert guidance and personalised strategies to help individuals and families navigate the complexities of wealth management. Our services encompass a wide range of areas, including pensions, protection policies, investment planning and retirement planning. By taking a holistic approach to financial management, we empower our clients to make informed decisions and secure their financial future. To get in touch with our team, you can reach out to the following representatives: Ben Halpin: Email: [email protected] | Phone: 0877817033 Samantha Halpin: Email: [email protected] | Phone: 0872674206 Drury Halpin: Email: [email protected] | Phone: 0879838288 Discover how Halpin Wealth Management can help you achieve your financial aspirations. Contact us today to schedule a consultation and embark on your journey towards financial success. Halpin Wealth Management Limited is regulated by Central Bank of Ireland.

Website
https://www.hwm.ie/
Industry
Financial Services
Company size
2-10 employees
Headquarters
Cork
Type
Privately Held
Founded
2021
Specialties
financial advice, pension, investments, life assurance, and financial reviews

Locations

Employees at Halpin Wealth Management

Updates

  • View organization page for Halpin Wealth Management, graphic

    1,624 followers

    We're thrilled to share that our story features on the cover of today's Women on Wednesday (WoW!) section in The Echo newspaper! Read our deeply personal journey, where we've pulled each other through countless challenges. "Together, we formed an unbreakable unit, facing every obstacle with the unwavering belief that ‘We got this," emerging stronger on the other side. Meet Benjamin Halpin QFA, CFP®, Samantha Halpin, and our little CEO, Hugo, as we unveil the tale behind our passion and dedication. Read the full article here: https://lnkd.in/e4FBKJVa

    I was six months pregnant when my husband was diagnosed with aggressive cancer

    I was six months pregnant when my husband was diagnosed with aggressive cancer

    echolive.ie

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    1,624 followers

    🥁 Finding Financial Freedom Series 🥁 with our own Samantha Halpin and Clodagh Ryan from CRAOI. This week, we're focusing on one of the key pillars of Finding Financial Freedom: Wealth. In this video, Samantha Halpin discusses what wealth truly means and how you can start building it today. From understanding the essential questions to ask before saving and investing, to exploring strategies for reducing debt, harnessing the power of compound interest, and managing the impact of inflation, we cover all the fundamentals you need to know. Ready to take control of your financial future? Sign up for a financial review with us here: https://lnkd.in/dKMXi-F8 Let’s work together to make your money work smarter for you! Halpin Wealth Management | Learn more at CRAOI | Featuring Samantha Halpin & Clodagh Ryan #financialfreedom #wealthmanagement #financialwellbeing #investmentstrategies #savings #investinyourfuture #makeyourmoneyworkforyou

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    1,624 followers

    Have you considered how you’d cover essential expenses if your income suddenly stopped?💡 From mortgage repayments to everyday bills, protecting your income is crucial to maintaining your lifestyle. Plan ahead to safeguard your financial future and keep your family's needs covered. 💼 #IncomeProtection #FinancialSecurity #PlanAhead Disclaimer: This post is for informational purposes only and should not be considered as financial advice. Halpin Wealth Management is regulated by the Central Bank of Ireland.

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    1,624 followers

    AND WE'RE BACK! Last week, global equity markets rose, supported by some positive economic data. European equities rallied to new historical highs. This positive backdrop offset disappointing earnings news from AI bellwether Nvidia. European equity markets rose last week, supported by healthy activity data and falling inflation in the Eurozone. The Stoxx 600 rallied by around 1.4% to a new historical high. US stocks were weighed down somewhat by Nvidia's earnings news, but positive economic data helped push the S&P 500 higher by 0.3% over the week. Nvidia’s Q2 earnings were a key focus last week. Despite strong revenue and profit growth, disappointing news around profit margins weighed on the stock price. This also pushed some other technology stocks in the so-called 'Magnificent 7' lower last week. However, the Q2 earnings season was broadly positive. US consumer confidence rose to a six-month high in August and Q2 GDP was revised higher, supported by an increased estimate of consumer spending. Together, this was indicative of a healthy consumer. This data contrasted with that of Germany where consumer confidence fell in September amid concerns over job prospects while Q2 GDP (-0.3% q/q annualised) also showed ongoing weakness in household consumption and manufacturing. A separate measure of Eurozone consumer confidence rose, however, suggesting a more positive backdrop for the region. Inflation data showed easing price pressures in the Eurozone. Consumer prices rose by 2.2% y/y in August, down from 2.6% in July. In the US, the Fed's preferred measure of inflation (core PCE) was at 2.6% y/y, unchanged from July. This is likely to allow central banks to lower rates as inflation appears to be under control and not far from banks' 2% targets. This backdrop pushed shorter dated bond yields in the US lower (bond prices rise as bond yields fall) earlier in the week as the Fed is expected to cut the Fed funds rate by around 100bps in 2024 to a range of 4.25-4.50%. Last week, the US Treasury two-year yield was unchanged at 3.92%. This week, US data is set to take centre stage, with July job openings (Wednesday) and August employment data (Friday) the main points of interest. This comes ahead of the Fed's policy decision on September 18th. Chair Powell, in his Jackson Hole speech 10 days ago, already guided for a rate cut at the meeting. Elsewhere, Eurozone activity including July retail sales (Thursday) may also be a useful gauge of consumption in the region. Markets in a minute provided by Irish Life Investment Managers

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    1,624 followers

    Our very own Sheila Madden and life coach Rachael Shorten are hosting an event on the 6th of October in Virgin Media Park.

    View profile for Sheila Madden, graphic

    Life and Pension Administrator at Halpin Wealth Management

    Rachael Shorten and I are very excited to be hosting this fabulous event: Resistance & Resilience 🤍 A Morning Dedicated to You! This is an experience designed to nourish your mind, body, and soul. In our fast-paced world, taking time for self-care is not just a luxury—it’s a necessity. This event offers a rare opportunity to step away from the daily grind and focus on what truly matters: your well-being. Whether you’re looking to recharge, find clarity, or simply enjoy a morning dedicated to self-care, this event is for you. ✨ Join us on Sunday, October 6th, in the Hospitality Suite of Virgin Media Park, Cork. ✨ The event runs from 10am to 1pm. Tickets are €40 and are available on Eventbrite now! ✨ https://lnkd.in/edwtuFyQ

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    1,624 followers

    The best time to start planning your financial future was 20 years ago. The second-best time is now! Don't wait any longer to secure your financial wellbeing. At Halpin Wealth Management, we provide expert guidance to help you grow and protect your wealth. Whether you're just starting out or looking to refine your strategy, it's never too late to take control of your finances. The hardest step is stepping in the door. Let us do the rest. Contact us today to schedule a consultation and take the first step towards a brighter, more secure financial future. #Saving #FutureofFinance #Independence #FinancialIndependence #Investing #FinanceLife #Finance Disclaimer: This post is for informational purposes only and should not be considered as financial advice. Halpin Wealth Management is regulated by the Central Bank of Ireland.

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    1,624 followers

    Finding it hard to decide what works best for you: Saving or Investing? Understanding the difference between saving and investing is crucial for your financial planning. Savings offer security and easy access, ideal for short-term needs. Investing, on the other hand, allows your money to grow and is suitable for long-term goals, but also higher risks. At Halpin Wealth Management, we can help you make an informed choice based on your financial goals and risk tolerance. Book a consultation with us to explore the best strategies tailored for you. Start making your money work smarter today! #Saving #Investment #Investing #FinanceLife #Finance Disclaimer: This post is for informational purposes only and should not be considered as financial advice. Halpin Wealth Management is regulated by the Central Bank of Ireland.

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    1,624 followers

    Be on the front foot with your finances. Take control of your financial future with a comprehensive budget plan. Knowing where your money goes empowers you to make smarter decisions and achieve your financial goals. At Halpin Wealth Management, we specialise in personalised financial reviews that help you stay ahead. Book a full financial review with us and discover how strategic budgeting can make a significant difference in your life. Don’t just wonder where your money went – let us help you direct it where it matters most. Contact us today to schedule your appointment and start your journey to financial confidence. #Finance #FinancialIndependence #Budget #Budgeting #Budget2024 Disclaimer: This post is for informational purposes only and should not be considered as financial advice. Halpin Wealth Management is regulated by the Central Bank of Ireland.

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    1,624 followers

    Protect what matters most – your family and their future. Life insurance can help ensure your loved ones are cared for, no matter what happens. It's not just about financial security; it's about peace of mind and safeguarding their well-being. At Halpin Wealth Management, we understand the importance of planning for the unexpected. Let us help you choose the right life insurance policy to provide your family with the stability they need. Contact us today to learn more about how life insurance can be a crucial part of your financial strategy. Secure their future, because they deserve it. #Finance #FinancialIndependence #LifeInsurance #Savings Disclaimer: This post is for informational purposes only and should not be considered as financial advice. Halpin Wealth Management is regulated by the Central Bank of Ireland.

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