Premier Plan @ Prosperous
Understand where you are now, where you want to go, and how to get there with confidence.
Please Note:
Bookings for September 2025 are now full.
Why not finish the year strong with a financial plan you can rely on?
October–December slots are now open.
How Does the 'Premier' Consultation Work?
Remove uncertainty and begin with a clear financial plan.
*Due to high demand, all bookings are subject to availability.
Voted Ireland’s #1 Financial Broker
Why Choose Us?
Our trusted reputation is built on years of delivering real results for real people, just like you for over a decade.
Some Questions We Get Asked
It’s a multi-meeting process where we map out your goals, analyse your finances, and provide in-depth recommendations to help you achieve them.
The total cost of the Premier Client Plan is €2,500. A deposit of €500 is required to start your process. The remaining balance will be billed once you receive your financial plan. Please note that any refund requests are at the company’s discretion. Refunds are subject to a 15% administration fee up to 72hrs before your meeting. Any cancellations made within 72hrs before your scheduled time are non-refundable and subject to full payment. Please get in touch with info@prosperous.ie for more information. This includes personalised cash flow modelling, in-depth financial analysis, and bespoke recommendations.
The consultation consists of three key steps:
- Booking: Schedule your consultation to get started.
- Meeting: Discuss your financial situation, goals, and priorities with an expert advisor.
- Plan Delivery: Receive a detailed, personalised financial plan tailored to your unique needs and aspirations.
The Premier consultation can address a wide range of financial areas, including:
- Mapping out your financial independence date.
- Planning for significant life events, such as buying a home or funding education costs.
- Aligning your current spending and savings with your future goals.
- Exploring various routes to achieve long-term financial security.
- Removing any unknowns or financial uncertainties.
The Premier consultation is ideal for individuals seeking clarity and control over their financial future.
It’s designed for those at a crossroads, needing guidance to make informed decisions about significant financial milestones and long-term goals.
While the Choice consultation focuses on specific financial queries, the Premier consultation takes a more holistic approach.
It includes personalised cash flow modelling and strategic planning to align your finances with both current and future aspirations.
Yes, financial plans are designed to be flexible.
As your circumstances or goals change, we can help you adapt your plan to ensure it continues to meet your needs.
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a week agoMyself 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.
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a week agoAs 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
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a week agoExcellent 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
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a month agoProsperous 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
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a month agoI 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
Prosperous Client
Client Experience
Hear what they had to say about us!