About Us

Prosperous Financial was founded in 2008 by Eoin McGee to help clients meet their financial goals.

Pre 2008

Background

At a young age, Eoin noticed the importance of having proper financial planning in place as he witnessed first-hand the impact it had on his family life. Eoin brought this understanding with him throughout his life.

After college Eoin started his career in financial services hoping to make the same impact on families across Ireland that he had seen first-hand as a child. He had a very successful career across various companies and job roles which allowed him to gain valuable experience. In fact, Eoin was one of the first people in the country to attain the designation of Qualified Financial Advisor.

Client facing was the best way for Eoin to make this impact. With that in mind, Prosperous Financial was launched.

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2008

December 2008

The Passion Behind Prosperous

Eoin’s ambition with Prosperous was to establish a fee-based, boutique offering to his clients. In the belief that “doing right” by the client every time will result in long-lasting, long term relationships. 

At Prosperous it all begins with the client and understanding their needs, this statement rings true in the core values:

  • We always put our clients first.
  • We will not take on a client unless we can see clearly, that we will be adding value.
  • We believe we have no right to tell you what you should do with your money without getting to know you.
  • We do not sell a product you don’t need. If you require a product, we will review the market for you.
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2009 -2019

March 2016

LPI Award

For the next eight years, Prosperous Financial got to work helping its clients understand and achieve their financial goals through strategic financial planning.  In line with client growth, the Prosperous team also grew and new teams members were added.

After several years in operation, the hard work and dedication of Prosperous were noticed nationally and the company won:

2016 – Irish Brokers Association LPI Awards – Winner – Best Broker Leinster (Ex Dublin) 2016.

This award fortifies the high standard of client offering and business that Prosperous Financial values.

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2019

1st May 2019

How To Be Good With Money

Educating the nation of Ireland on How To Be Good With Money.

How To Be Good With Money debuted in 2019 and was an instant hit. Each week Eoin meets with a new set of clients to help them achieve their financial goals and helping the nation become financially savvy. 

February 2020

How To Be Good With Money – Book Launch

Utilising the tools from the smash hit tv show How To Be Good With Money on RTE.

Eoin shares his skills to bring you a complete financial programme that you can follow, highlighting topics like saving, getting out of debt and more.

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2021

Present Date

Expanding Our Business

In 2021 Prosperous Financial underwent a transformation change, we decided it was time to grow, expand and become more agile in our delivery. We reorganised and diversified our team bringing new talent and knowledge to Prosperous Financial allowing us to offer an enhanced experience for our clients.

Our core values, ethos and philosophy remain the same and we are committed as ever to putting our clients first.

If you would like to start planning with us, click here to begin the process.

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Providing The Best Financial Planning For Our Clients.

Our core values are:

Transparent

We will not take on a client unless we can see clearly, that we will be adding value.

Clarity

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

Integrity

We do not sell a product you don’t need. If you require a product, we will review the market for you.

Client Centric

We always put our clients first.

Meet The Management Team

Eoin McGee Financial Planning Ireland

Founder & PrincipalEoin McGee

Eoin McGee Financial Planning Ireland

Head of OperationsColleen Doyle

Eoin McGee Financial Planning Ireland

Head of Financial PlanningPaul Crosby