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Frequently Asked Questions

Got a question? See below for some of our frequently asked questions
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.

Which Service Best Suits My Needs ?

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

Private @ Prosperous: typically the clients who tend to get the most from this service have a household income of €150,000+ per annum and/or have €500,000+ of investable assets and/or they work for themselves.

Premier @ Prosperous: for those who don’t quite need a full financial plan yet, and who do not meet the guidelines for our Private Client service.

Choice @ Prosperous: our newest offering for clients who don’t require financial planning but financial advice.

More information can be found on our offerings page.

How Much Does Your Service Cost?

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

Private @ Prosperous costs €5,000.00 plus VAT

Premier @ Prosperous costs €2,000.00 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

€500.00 plus VAT for Premier Clients

More information can be found on our offerings page.

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 Qualifications Do Your Planners and Advisors 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

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!
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!
Eoin McGee
Trading as Prosperous Financial Planning and Prosperous Financial Services is regulated by The Central Bank Of Ireland
Get in touchProsperous Social Links