Choice Plan @ Prosperous
Discover how we can help you protect your family, optimise your savings, and achieve peace of mind.
Please Note:
Bookings are now open for June 2025.
Start the second half of the year with a plan you can trust.
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.
From first contact to ongoing communication, every step of my financial journey has been smooth. I sleep better at night, maybe they should consider diversifying into mattresses.
Prosperous Client
The Prosperous advisor was absolutely brilliant and I would recommend him to anyone. Very friendly and professional and we felt he really went above and beyond for us! Thanks very much!
Prosperous Client
Client Experience
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