CHOICE CLIENTSChoice @ Prosperous

WHAT WE DOWe Make It Easy!

SPENDING/BUDGETARY ADVICE

PENSION SET-UP

PROTECTION ADVICE

SAVINGS ADVICE

PRODUCT SET UP

CHOICE CLIENTSOur Choice Offering

Choice is an advice-based service, financial planning is not covered in this offering.

A typical Choice Client will earn between €30,000 – €70,000 per annum.

Choice is perfect for people who require:

Advice on mortgage protection, income protection, specified illness cover
Advice on setting up a regular savings or a regular pension plan
Help on getting mortgage ready
Spending / budgetary advice to help you get the most from your money
Advice on investments of up to €50,000

Prosperous Choice
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offering you financial advice tailored for you!

FAQ

01
How Will I Know If Choice Is Right For Me?

To understand if Choice is for you, please complete our self-assessment questionnaire which is available to your right.

Choice does not include financial planning. If you are looking for financial planning then please navigate to our Private or Premier pages.

02
What Documents Will I Need?

Firstly, you will need to complete our Welcome Pack which will be mailed to you upon onboarding.

Secondly, you will need to provide a copy of your photo ID and proof of address.

03
Examples Of Documents Needed.

Photo ID: (must be in date)

Drivers Licence, Passport, Age Card

Proof Of Address: (must be dated within the last three months)

Bank Statement or Utility Bill

04
How Much Does Choice Cost?

The fee for this offering is €500 inclusive of VAT.

05
How Do I Book Choice?

Our self-booking questionnaire is to the right, guide yourself through the questions to determine if you are a Choice Client. Once you complete the questionnaire you will be brought to a page where you can book a consultation for a time and date that suits you.