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HOW WE CAN HELP?

Our ambition is to help you take control of your money and to be able to put the right financial plan in place to make your money work harder and go further.

Get Started

Choose the consultation type that best suits your needs

We would always recommend booking a Financial Planning Consultation so that the team will review and analyse your current financial situation and build a full financial plan to help you achieve your goals.

BUT, if you just want advice on a specific product, our team can talk you through the best options to suit your personal situation and get it all set up for you.

FINANCIAL PLANNING CONSULTATION

€200

A private consultation on your own or with a partner to deep dive your current finances, set objectives and create a clear financial plan where you’re in control and to set you on the path to achieve your financial goals.
  • Assess your current financial situation.
  • Set short & long-term financial goals.
  • Cashflow modelling & analysis.
  • Organise spending and saving.
  • Find financial leaks and gaps.
  • Protect, grow & replace your income.
  • Full Financial Plan for your future.
SCHEDULE A CONSULTATION

BUSINESS OWNER FINANCIAL CONSULTATION

€400

Advice for business owners that considers both personal and business finances, as one influences the other. We’ll create a financial plan that will guide the balance of your personal finances and your long-term business goals in the most tax efficient manner.

  • Personal cashflow modelling.
  • Align your business & personal financial objectives.
  • Protect, grow & extract wealth from your business.
  • Guidance as an owner director around pension legislation.
  • Guidance on business, entrepreneurial & retirement Relief.
  • Referral accountant services.
  • Referral to tax advisors where relevant.
  • Referral to Life / Business coach.
SCHEDULE A CONSULTATION

INVESTMENT CONSULTATION

€99

Make your money work smarter and earn more money for you by placing it in an investment fund that matches your risk appetite to grow over time.

  • Fact find & review of your current situation.
  • Risk appetite questionnaire.
  • Investment Fund recommendations.
  • Implementation & activation of policies.
  • Access to your advisor & paraplanning team.
  • Regular fund updates, communications & Investment Education.
SCHEDULE A CONSULTATION

PENSION CONSULTATION

€149

Fund your retirement in the most tax-efficient manner with a consultation from our team, we’ll review your pension or start one up to fund your lifestyle when work stops.
  • Fact find & review of your current situation.
  • Risk appetite questionnaire.
  • Investment Fund recommendations.
  • Implementation & activation of policies.
SCHEDULE A CONSULTATION

PROTECTION CONSULTATION

€159

Income, life or mortgage…it can get very confusing. We’ll determine the right level of cover and the policies you need to protect what’s most important to you and your family.
  • Fact find & review your current situation.
  • Define the right level of cover required.
  • Implementation & activation of policies.
  • Access to your advisor & paraplanning team.
SCHEDULE A CONSULTATION