EXISTING CLIENTS

Review @ 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.

Are You Ready To Get Started?

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 €1,537.50 including vat or for Private Clients and €615.00 including vat Premier Clients.

If you are a Choice Client your advisor will discuss any costs directly with you.

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

 

What Circumstances Would Prompt A Review Of My Plan?

Revisit your 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

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.

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.

Reassess 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.

Eoin McGee Trading as Prosperous Financial Planning and Prosperous Financial Services is regulated by The Central Bank of Ireland

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