Personalised
Financial
Planning & Advice

At Prosperous, financial planning is built around a simple principle: your situation, your goals, your life. We take the time to understand what matters most so we can guide you with clarity, confidence, and a plan that genuinely supports your next steps.

Three Ways to Work With Us — Tailored to Your Needs

Whether you’re looking for guidance on a specific decision, a full review of your finances, or a highly personalised long-term partnership, our plans are designed to meet you where you are today and support the journey ahead.

Choice @ Prosperous

Sometimes you just need clear, expert advice on one financial question or decision. Choice gives you a focused session with a Prosperous advisor designed to provide direction, reassurance, and actionable steps — all in a single meeting.
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Premier @ Prosperous

Premier takes a more holistic approach. We review your full financial picture, identify opportunities and risks, and create a structured, personalised plan built around your medium- and long-term goals. It’s designed for clarity, alignment, and confident decision-making.
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Private @ Prosperous

Private is our most comprehensive and bespoke service. It’s created for individuals with complex financial lives who want in-depth analysis, tailored strategy, and an ongoing, high-touch partnership with their Prosperous advisor. Every element of the plan is built uniquely around you.
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One Destination: The Mortgage That Truly Fits Your Life

Because choosing a home is personal — and your mortgage should support the life you’re building.

Mortgage Consultation @ Prosperous

Whether you’re preparing to buy your first home, moving up, or considering a mortgage switch, Prosperous brings clarity to every step. We review the market on your behalf, break down the options in plain English, and guide you toward the choice that aligns with your long-term goals. A smoother process, expert support, and decisions made with confidence — that’s our approach.
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Unsure of which plan suits? Take our self-assessment questionnaire today to find out!

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Voted Ireland’s #1 Financial Broker

Financial Planning

If you are a new client of Prosperous there are 3 offerings that you can choose from ranging from financial planning to financial advice.

Are you looking for financial planning? Then take a look at our Private and Premier offerings which will analyse your current financial situation and build your bespoke financial plan.

If you are just looking for financial advice for a specific situation, then Choice may be the perfect option.

If you are still uncertain, we have an additional self-assessment questionnaire that can help guide you to the correct offering, click the below button to take the questionnaire.

 

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OUR CORE VALUES

Providing The Best Financial Planning and Financial Advice.

Learn more about our philosophy below.

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Client Centric

We always put our clients 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.

Clarity

We believe we have no right to tell you what you should do with your money without getting to know you first.

  • Lorraine Egan
    Lorraine Egan
    a month ago
    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
  • Susan Fagan
    Susan Fagan
    a month ago
    My husband and I had a follow up meeting with Ben to review his recommendations from our last meeting. We found him so knowledgeable and were really happy that he listened to what we wanted, so he could make the right recommendations for us and tailor the right policy to our needs. We never once
  • Galina Koeva
    Galina Koeva
    a month ago
    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
  • Libby Barrett
    Libby Barrett
    a month ago
    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!
  • El Brady
    El Brady
    2 weeks ago
    I reached out to Prosperous for pension advice, as the auto enrolment scheme looms in the near future. Jordan explained everything to me with refreshing clarity, taking my personal situation into account. They're so easy to communicate with, both over email and video call. Go Prosperous!

Prosperous Client

Client Experience

Our clients have always trusted our expertise and guidance.
Hear what they had to say about us!
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