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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Martin provided comprehensive advice and direction to me regarding my options for pensions and mortgage and my finances overall. He also was very generous with his time and went over the allocated period. I got a good picture re projections for the future. A lot to consider and creative ways of managing it. I'd highly
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I honestly can’t thank Antoinette McGrath and Aisling Gleason enough for helping me get my first home. From the very beginning, they went above and beyond to make sure I understood every step of the process and always made me feel supported. Buying my first home felt overwhelming at times, but they were always there
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Thank you Marian for such an informative meeting last Friday — it was a pleasure speaking with you! A huge thanks also to Eoin for all the episodes aired of 'How to Be Good with Money'. The show really motivated me to get my pension in order and set clear financial goals!
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I was very happy with my initial Choice consultation with Ben. He explained things clearly and outlined simple steps towards achieving long-term goals. He used visuals which were really helpful - these enabled me to understand things which I would not understand with just a verbal explanation. Would highly recommend Ben and Prosperous!
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I had two meetings with Cherry who explained everything so simply. I now have a clear financial plan and after putting it off for a year and a half it is such a weight off my mind. I am delighted with the service from Prosperous and Cherry is amazing to work with.
Prosperous Client
Client Experience
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