EXISTING CLIENTSReview @ Prosperous

Our review service is for existing clients of Prosperous.

If it has been over a year since you received your financial plan or your financial and/or personal circumstances have changed, then it's time for a review.

We have the facility to book your appointment on our dedicated review page, just complete the short self-assessment questionnaire (at the end of this page) to begin the booking process.
Eoin McGee Financial Planning Ireland
WHAT WE DO!

We Make It Easy!

Eoin McGee Financial Planning Ireland

FINANCIAL PLANNING

Paving the way to financial independence, that day where you have created enough wealth so that you do not need to worry about money
Eoin McGee Financial Planning Ireland

PENSION PLANNING

Helping you prepare for the day we all dream about ... Retirement
Eoin McGee Financial Planning Ireland

PROTECTION PLANNING

It helps to be prepared and protection is that security blanket we all need, let us help you get secure
Eoin McGee Financial Planning Ireland

INVESTMENT PLANNING

Assisting you in exploring the many investment options available

EXISTING CLIENTSReview Your Plan

Personal and financial circumstances can change. With that in mind, we recommend regular reviews as needed for our existing clients to discuss and review any changes and ensure you are on your financial path. Life changes daily and it is best to be prepared and ensure that your financial products and plan still align with your needs and goals. When should you review your plan? At Prosperous Financial, we recommend a review at least once a year. If we manage your assets it is crucial to have a review annually.

An annual review costs €1250.00 plus VAT for Private Clients and €500.00 plus VAT for Premier Clients.

*Any assets under management will be deducted from your fee.

Eoin McGee Financial Planning Ireland
Eoin McGee Financial Planning Ireland

What Circumstances Would Prompt A Review Of My Plan?

Revisit Your Financial Plan Annually

Reviewing your financial plan is like bring your car for its annual service, you might not realise by driving your car every day that you need an oil filter or spark plug change as from the outside it drives perfectly. The same analogy applies to your financial plan, you’re topping up your pension and paying your life assurance but some time has passed since you received your plan so a review is needed to ensure your financial goals are on track.

Adjust To Stay On Your Financial Path

Your plan will need to be adjusted annually as there are outside factors that may impact your plan. Even if your situation is the same since you received your financial plan we recommend meeting once a year to ensure you are still on the correct path.

End Of Year Tax Deadline

Do you have an upcoming tax bill for the current tax year? By availing of our financial review offering our dedicated financial planners can discuss the options available to you. Don’t leave your review till October 30th, fill out the below form and one of our planners will be in contact.

Reassesses Your Portfolio

Rebalancing is a strategy of reassessing your investment(s) to ensure that they are still on track to meet your financial goals. Risk, tax and legislation are some factors that can alter the trajectory of your investment(s) but by availing of a financial review your dedicated financial planner will reassess, evaluate and advise you of any changes and recommendations.

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