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
*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.
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!
Choice Plan @ Prosperous FAQ’s
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.
The Choice consultation costs €299.00.
The consultation includes two stages:
- Financial Prep: We review your finances and prepare for your meeting to provide the best advice.
- Meeting: You’ll meet with your dedicated financial advisor, who will provide tailored advice on your chosen focus areas.
Choice can address the following areas:
- Spending advice to get the most from your money.
- Pension setup and planning.
- Advice on life cover, income protection, and specified illness cover.
- Setting up a regular savings plan to beat deposit rates.
- Investment advice for lump sum investments.
- Help with getting mortgage-ready.
- Making the most of surplus income.
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.
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.
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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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in the last weekI had a very informative session on investments with Martin. He is thoroughly knowledgeable and is in no way focused on a hard sell. His approach is very holistic and tailored to the clients needs. I would recommend him without reservation for retirement planning and investment advice. An ethical service.
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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
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3 weeks 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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3 weeks agoFrom the first email to each meeting, Prosperous Financial has been instrumental in ensuring that the financial decisions I make are well-understood and that I am protecting my future. Knowing that my time with them isn't on a clock is very comforting to me, especially since life has its ups and downs. It's comforting to
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