Independent
Financial Planning

We strive to provide the best possible service for clients by planning for a better financial future.

Independent
Financial Planning

We strive to provide the best possible service for clients by planning for a better financial future.
Eoin McGee Financial Planning Ireland

Plan With Us

Take a look at our offerings
Eoin McGee Financial Planning Ireland
PRIVATE CLIENTS

Private @ Prosperous

€5000.00 plus VAT
In-depth financial planning
That includes lifestyle planning
Suited for high earners with;
A Household income of €150,000+ and/or
Investable assets of €500,000+
Eoin McGee Financial Planning Ireland
CHOICE CLIENTS

Choice @ Prosperous

€299.00 incl VAT
An advise-based service
That combines all of the following areas in a 1 meeting
Investment advice up to €50,000
Budgetary/Spending advice
Product advice e.g. illness, mortgage, income, life assurance
Pension set-up
Regular saver set-up
Eoin McGee Financial Planning Ireland
PREMIER CLIENTS

Premier @ Prosperous

€2000.00 incl VAT
Planning your financial future
Understanding the long term impact of your financial decisions
Mapping out your date of financial independence
Premier consists of 3 meetings
Eoin McGee Financial Planning Ireland
EXISTING CLIENTS

Review @ Prosperous

Premier €500.00 plus VAT
Private €1250.00 plus VAT
Circumstances that may prompt on a review;
It has been 1 year+ since your last review
Personal circumstances have changed
Financial circumstances have changed
Your portfolio needs to be rebalanced
OUR PASSION

The Passion Behind Prosperous

Financial planning is more than about hitting targets, we truly believe in the process and strive to give our clients the best service.

With that in mind, we have created a short video explaining the passion behind Prosperous Financial.

Our
Values

Our core values are more than a sentiment, they are our ethos!
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.
Integrity
We do not sell a product you don’t need. If you require a product, we will review the market for you.
Transparent
We will not take on a client unless we can see clearly, that we will be adding value.
Our Clients

Client Experience

Hear what our clients have to say about us!
https://prosperous.ie/wp-content/uploads/2022/03/Elderly_Couple_Retirement-copy-1280x854-1-160x160.jpg

A joy!

“It has been a joy to work with Prosperous Financial and their planners.”
Tracey M
Prosperous Client
Eoin McGee Financial Planning Ireland

Couldn’t recommend them highly enough

"Prosperous Financial gave me advice when I was sorting out my life assurance policies and seeking some advice on financial matters of some complexity. Most importantly they were clear and concise with the information they provided me with and I was happy I understood exactly what products I needed to take up on to ensure ongoing financial security."
Mary D
Prosperous Client
Eoin McGee Financial Planning Ireland

Pleasure to work with

"Our planner is very proactive and keeps us up to date on news and developments in budget and investments that might impact our family situation which is really great given the fact that my wife and I both have very demanding jobs which leaves little time to stay on top of those areas.”
James H
Prosperous Client
PHILOSOPHY

Our Philosophy

Eoin McGee Financial Planning Ireland
ProsperousContact
How to get in contact with us!
Eoin McGee
Trading as Prosperous Financial Planning and Prosperous Financial Services is regulated by The Central Bank Of Ireland
Get in touchProsperous Social links
ProsperousContact
How to get in contact with us!
Eoin McGee
Trading as Prosperous Financial Planning and Prosperous Financial Services is regulated by The Central Bank Of Ireland
Get in touchProsperous Social Links