Personalised
Financial
Planning & Advice
We’re not here to sell you something you don’t need. We start with you and work from there!
Three Plans, One Purpose: Your Financial Success
Because your financial needs are unique, we offer tailored options to match where you are.
Unsure of which plan suits? Take our self-assessment questionnaire today to find out!
Voted Ireland’s #1 Financial Broker
Why Choose Us?
Our trusted reputation is built on years of delivering real results for real people, just like you for over a decade.
Values & Philosophy
Client Centric
We always put our clients first
Clarity
We believe we have no right to tell you what you should do with your money without getting to know you first.
Transparent
We will not take on a client unless we can clearly see that we will be adding value
Integrity
We will not sell you a product that you don't need. If you require a product, we will review the market for you.
From first contact to ongoing communication, every step of my financial journey has been smooth. I sleep better at night, maybe they should consider diversifying into mattresses.
Prosperous Client
I looked into the consultation options on the prosperous website and made an appointment. This in itself is an investment but I soon realised money sitting in my bank account is not going to get me where I want to be in the long term
Prosperous Client
Client Experience
Hear what they had to say about us!