CHOICE CLIENTS
Choice @ Prosperous
Bringing you straightforward financial advice. Are you looking for financial advice for a specific query but don’t require financial planning? then Choice is for you.
Choice consists of one meeting that will address your specific financial concern. This offering does not include financial planning, if you require such take a look at our Private and Premier plans.
Choice costs €299.00
Financial Advice and Planning services are unregulated. Products are regulated and issued through Prosperous Financial Planning Limited, Regulated by the Central Bank of Ireland.
1
Financial Prep
To provide you with the best financial advice, we need to understand your finances.
During stage one, we will review your finances and plan for your consultation
2
Meeting
Stage two consists of your meeting with your dedicated financial advisor.
What can you expect from Choice?
Below are areas that Choice can cover as part of your consultation.
You may not be looking for advice on ALL of the following areas but as Choice is tailored for you, you can decide which areas you would like to focus on.
If you are recommended any products (pension, protection investment etc.) we can help set them up for you!
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Want To Learn More?
Choice clients will generally be looking for strict financial advice on one of the following areas:
Pension Setup
Advice on life cover, income protection & serious illness cover
Advice on setting up a regular savings plan with the aim of beating deposit rates
Advice in investments
Help on getting mortgage-ready
Advice to help get the most of surplus income
Although Choice clients mostly come to us with a specific need we assess your overall financial picture with a choice consultation.
If you are unsure of which offering suits you, we have a handy self-assessment questionnaire that will help guide you to the correct offering. Just click here to begin.
If you would like to learn more about the differences between financial planning and financial advice, please click here.