Frequently Asked Questions
Got a question? See below for some of our frequently asked questions
01
Do You Give Mortgage Advice?
Unfortunately, we do not give mortgage advice at Prosperous Financial.
However, if a client needs a particular service that we do not advice on, we will be happy to refer a client to a specialist in that area.
02
Do You Give Tax Advice?
Unfortunately, we do not give mortgage advice at Prosperous Financial.
However, if a client needs a particular service that we do not advice on, we will be happy to refer a client to a specialist in that area.
04
Which Service Best Suits My Needs ?
We have two offerings as Prosperous Financial, Prosperous Private and Prosperous Premier.
Prosperous Private: 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.
Prosperous Premier: for those who don’t quite need a full financial plan yet, and who do not meet the guidelines for our Private Client service.
More information can be found on our offerings page.
03
How Much Does Your Service Cost?
We have two offerings as Prosperous Financial for new clients, Prosperous Private and Prosperous Premier.
Prosperous Private costs €5,000 plus VAT
Prosperous Premier costs €1,500 plus VAT
For Existing Clients a review costs:
€1250 plus VAT for Private Clients
€500 plus VAT for Premier Clients
More information can be found on our offerings page.
05
How Does The Process Work ?
Navigate to Plan With Us and fill out a contact form.
One of our team will be in touch with you to discuss our offerings.
05
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
CONTANTNeed More Information?
If you need more information, have a general enquiry or are experiencing any technical issues please fill out the contact form and one of our team will be in touch!