Private Plan @ Prosperous
A comprehensive financial plan built around your values, ambitions, and lifestyle.
Limited Availability*
Please Note:
Our Private consultations are in high demand, and availability is limited.
Reserve your spot today and begin your journey with confidence.
Limited Availability*
How Does the ‘Private’ Consultation Work?
Your Comprehensive Plan, Designed in Four Key Steps
Meeting Prep
We start by understanding you—reviewing your finances and mapping your current path.
Discovery Meeting
We take the time to get to know you—your aspirations, priorities, and concerns.
Financial Research & Forecasting
We analyse, crunch numbers, and create a bespoke financial strategy tailored to your life.
Receive Your Financial Plan
We’ll explain the reasoning behind each recommendation, ensuring you have complete clarity.
Please note - ALL Private clients will be personally guided by Eoin.
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.
Some Questions We Get Asked
The Private consultation provides a comprehensive, tailored financial plan designed around your unique goals and priorities.
Whether it’s achieving financial independence, optimising your wealth, or planning for your family’s future, our process ensures you gain clarity, confidence, and a clear roadmap to success.
The Private consultation goes beyond surface-level advice.
We take the time to understand your values, ambitions, and lifestyle to create a plan that truly reflects your needs.
With in-depth financial analysis, lifestyle planning, and bespoke recommendations, we ensure every aspect of your financial journey is optimised.
The Private consultation costs €6,500. This includes a comprehensive review of your finances, cash flow modelling, and a bespoke financial plan tailored to your goals.
The value lies in the clarity, confidence, and actionable steps you gain to make informed financial decisions and secure your future.
Absolutely. The Private consultation is ideal for addressing complex financial needs, such as wealth optimisation, inheritance and estate planning, and aligning multiple financial goals.
We specialise in simplifying intricate financial scenarios and providing clear, actionable solutions.
After your plan is presented, you can begin taking action immediately. If product recommendations are included—such as investments or protection policies—our dedicated team can help you set them up seamlessly, so you can move forward with confidence.
-
Martin provided comprehensive advice and direction to me regarding my options for pensions and mortgage and my finances overall. He also was very generous with his time and went over the allocated period. I got a good picture re projections for the future. A lot to consider and creative ways of managing it. I'd highly
-
I honestly can’t thank Antoinette McGrath and Aisling Gleason enough for helping me get my first home. From the very beginning, they went above and beyond to make sure I understood every step of the process and always made me feel supported. Buying my first home felt overwhelming at times, but they were always there
-
Thank you Marian for such an informative meeting last Friday — it was a pleasure speaking with you! A huge thanks also to Eoin for all the episodes aired of 'How to Be Good with Money'. The show really motivated me to get my pension in order and set clear financial goals!
-
I was very happy with my initial Choice consultation with Ben. He explained things clearly and outlined simple steps towards achieving long-term goals. He used visuals which were really helpful - these enabled me to understand things which I would not understand with just a verbal explanation. Would highly recommend Ben and Prosperous!
-
I had two meetings with Cherry who explained everything so simply. I now have a clear financial plan and after putting it off for a year and a half it is such a weight off my mind. I am delighted with the service from Prosperous and Cherry is amazing to work with.
Prosperous Client
Client Experience
Hear what they had to say about us!