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!
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
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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Myself and my husband had a very informative session on long term financial planning with Martin O'Connell recently. The session was conducted in a very professional but friendly manner making it easy to ask any questions we had. I would not hesitate to recommend this company and Martin.
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This was our first time meeting with a financial planner & we didn’t know what to expect. Martin was professional, informative & helped us in so many ways. He answered all our questions & we felt the meeting was a real eye opener. He wasn’t just there to sell us a product, he gave us
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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
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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.
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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
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Client Experience
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