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Frequently Asked Questions

Got a question? See below for some of our frequently asked questions
How can I work with Eoin?

Eoin currently works on our Private Client Plans. If you wish to work with him, please review the offering to ensure it’s right for you. If you are unsure whether you are a Private Client, please take our self-assessment questionnaire.

Which service best suits my needs ?

We have three offerings as Prosperous Financial, Prosperous Private and Prosperous Premier.

Private @ Prosperous:  This plan is a 3 stage process that takes a comprehensive look at you, your finances and your goals. Have you ever wondered what would happen if you made that financial change? or if you are making the right choices with your money? This is where we come in, we work with you to find answers to the big ‘what-ifs’ and created your tailored financial plan.!

Premier @ Prosperous: This plan consists of a couple of meetings where we will look at your current financial path, assess your finances, review any financial decisions and recommend changes (if needed). Premier suits clients who are starting on their financial journey and want to start their financial planning journey but don’t require a Private plan.

Choice @ Prosperous: This offering brings you straightforward financial advice. Are you looking for financial advice for a specific query but don’t require financial planning? then Choice is for you. Choice consists of one meeting that will address your specific financial concern. This offering does not include financial planning, if you require such take a look at our Private and Premier plans. After you have completed your Choice consultation you will have a better understanding of your overall finances.

How much does each service cost?

We have three offerings as Prosperous Financial for new clients, Prosperous Private and Prosperous Premier.

Private @ Prosperous costs €6,500.00 plus VAT

Premier @ Prosperous costs €2,500.00 inclusive of VAT

Choice @ Prosperous costs €299.00 inclusive of VAT

For Existing Clients a review costs: €1,250.00 plus VAT for Private Clients and €500.00 plus VAT for Premier Clients More information can be found on our offerings page.

How do I pay?

When you book a Private or Premier consultation you are required to pay a €500 deposit upon booking, the remaining balance will be invoiced to you once you receive your financial plan. When you book your appointment for Choice you are required to pay the full amount upfront via card.

How does the process work?

Navigate to Plan With Us and complete our self-booking questionnaire. Once completed you will be able to book a time and date for your appointment.

What qualification does your team hold?

Our advisors and planners are fully qualified and have extensive first hand experience in their field. All of our financial advisors hold the Qualified Financial Advisor designation whilst all of our financial planners hold the Certified Financial Planner designation

Do you offer mortgages?

Unfortunately, we do not offer mortgages at Prosperous Financial, However, we plan to offer this service in 2022.

Do you give tax advice?

Unfortunately, we do not give tax advice at Prosperous Financial. However, if a client needs a particular service that we do not advise on, we will be happy to refer a client to a specialist in that area.

What are investable assets?

Investable Assets is defined as the total amount of money you have, including bank accounts, pension accounts and investments.

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Get in touch

Visit our agency or simply send us an email anytime you want. If you have any questions, please feel free to contact us.
Eoin McGee Financial Planning Ireland
ProsperousContact
How to get in contact with us!
Unit 124A, The Capel Building, Dublin 7, D07 VX33
Eoin McGee
Trading as Prosperous Financial Planning and Prosperous Financial Services is regulated by The Central Bank Of Ireland
Get in touchProsperous Social links
ProsperousContact
How to get in contact with us!
Unit 124A, The Capel Building, Dublin 7, D07 VX33
Eoin McGee
Trading as Prosperous Financial Planning and Prosperous Financial Services is regulated by The Central Bank Of Ireland
Get in touchProsperous Social Links