Choice Plan @ Prosperous

Discover how we can help you protect your family, optimise your savings, and achieve peace of mind.

Please Note:

Diaries are now open for March 2026!

Your 2026 financial goals start with the choices you make today.

How Does the 'Choice' Consultation Work?

Let's remove the ‘What-Ifs’ From Your Financial Future

Book Your Consultation

Secure your August slot today and start your journey.

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Meet With an Expert

Discuss your unique needs with one of our financial advisors.

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Expert Guidance

Leave with tailored advice and support for your financial goals.

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*Due to high demand, all bookings are subject to availability.

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Why Choose Us?


Our trusted reputation is built on years of delivering real results for real people, just like you for over a decade.

Eoin McGee Financial Planner

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!

Spending Advice

Advice to help you get the most from your money

Pension Set-Up

Advice on setting up a pension plan

Product Advice

Advice on mortgage protection, income protection, specified illness cover

Get Mortgage-Ready

Help on getting mortgage-ready

Investment Advice

Advice on lump sum investments adhering to our investment philosophy

Expert Advice

Guidance tailored to your needs, with access to our expert Keys team if required

Spending Advice

Advice to help you get the most from your money

Pension Set-Up

Advice on setting up a pension plan

Product Advice

Advice on mortgage protection, income protection, specified illness cover

Expert Advice

Guidance tailored to your needs, with access to our expert Keys team if required

Get Mortgage-Ready

Help on getting mortgage-ready

Investment Advice

Advice on lump sum investments adhering to our investment philosophy

Choice Plan @ Prosperous FAQ’s

What is the Choice consultation?

 

The Choice consultation is a one-meeting financial advice service designed to address a specific financial concern. It does not include full financial planning, but focuses on providing clear, tailored advice in areas like pensions, savings, investments, and more.

How much does the Choice consultation cost?

 

The Choice consultation costs €299.00.

What can I expect during the Choice consultation?

 

The consultation includes two stages:

  1. Financial Prep: We review your finances and prepare for your meeting to provide the best advice.
  2. Meeting: You’ll meet with your dedicated financial advisor, who will provide tailored advice on your chosen focus areas.
What areas can Choice cover?

 

Choice can address the following areas:

 

  1. Spending advice to get the most from your money.
  2. Pension setup and planning.
  3. Advice on life cover, income protection, and specified illness cover.
  4. Setting up a regular savings plan to beat deposit rates.
  5. Investment advice for lump sum investments.
  6. Help with getting mortgage-ready.
  7. Making the most of surplus income.
Can I focus on more than one area during the consultation?

 

Yes, Choice is tailored to your needs. You can choose to focus on one or multiple areas based on your specific financial goals.

 

Yes! If we recommend any products, such as pensions, savings, or protection policies, we can help set them up for you.

Who is Choice suitable for?

 

Choice is ideal for individuals looking for straightforward advice on specific financial topics, such as setting up a pension, investing surplus income, or preparing for a mortgage. If you need comprehensive financial planning, consider our Premier or Private plans.

  • Des Stone
    a week ago
    Myself and my wife recently had a financial planning session with Martin O'Connell from the Prosperous team. It was very informative and Martin provided us with various options for our future financial plans. He was very professional and knowledgeable about the various products available to us. We would highly recommend him and the Prosperous team.
  • Barbara Byrne
    a week ago
    As a single mum of four children, managing my finances has always created anxiety and at times has been overwhelming. Having a consultation with Marian was the best thing I ever did. I woke up this morning feeling like a weight has been lifted. Marian explained everything in great detail and took the time to
  • Pinky
    a week ago
    Excellent call with Jordan from Prosperous team. Took the time to go through all finances and clearly explained my best options to help plan for a stress free retirement. Quickly responded to my follow up emails and questions. Would highly recommend the team to guide your financial planning knowing you are getting the best advice
  • Deirdre Keating
    a month ago
    Prosperous financial is a company I trust. I have had previous experience with them re investing for my children, getting advice etc. So it was natural that I would return to discuss all things Pensions and savings at an annual review. This time I met with Mr Martin O’Connell. I’m very happy to say that
  • Tara Conboy
    a month ago
    I had a meeting with Martin O'Connell regarding my retirement planning. I was initially apprehensive, as I had no idea what to expect, and to be honest, I had delayed scheduling a meeting about this important topic for quite some time. My knowledge of retirement planning was limited, and I was afraid of feeling overwhelmed

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