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.