CHOICE CLIENTS

Choice @ Prosperous

Bringing you straightforward financial advice. Are you looking for financial advice for a specific query but don’t require financial planning? then Choice is for you.

Choice consists of one meeting that will address your specific financial concern. This offering does not include financial planning, if you require such take a look at our Private and Premier plans.

Choice costs €299.00

Financial Advice and Planning services are unregulated. Products are regulated and issued through Prosperous Financial Planning Limited, Regulated by the Central Bank of Ireland.

1

Financial Prep

To provide you with the best financial advice, we need to understand your finances.

During stage one, we will review your finances and plan for your consultation

2

Meeting

Stage two consists of your meeting with your dedicated financial advisor.

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

Savings Advice

Advice on setting up a regular savings

Get Mortgage-Ready

Help on getting mortgage-ready

Investment Advice

Advice on lump sum investments adhering to our investment philosophy

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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

Savings Advice

Advice on setting up a regular savings

Get Mortgage-Ready

Help on getting mortgage-ready

Investment Advice

Advice on lump sum investments adhering to our investment philosophy

Want To Learn More?

Choice clients will generally be looking for strict financial advice on one of the following areas:

Pension Setup

Advice on life cover, income protection & serious illness cover

Advice on setting up a regular savings plan with the aim of beating deposit rates

Advice in investments

Help on getting mortgage-ready

Advice to help get the most of surplus income

Although Choice clients mostly come to us with a specific need we assess your overall financial picture with a choice consultation.

If you are unsure of which offering suits you, we have a handy self-assessment questionnaire that will help guide you to the correct offering. Just click here to begin.

If you would like to learn more about the differences between financial planning and financial advice, please click here.