Eoin McGee Financial Planning Ireland

What's the difference between

Financial Advice

&

Financial Planning?

The terms financial advice and financial planning are often used interchangeably but exactly is finanical advice and financial planning? and which option is best for you?

What's Financial Advice?

Financial advice tends to be tailored advice for a specific financial problem.

E.g. you want to set up a pension but don’t know where to start.

oin-McGee-Financial-Planning-Ireland
Eoin-McGee-Financial-Planning-Ireland

What's Financial Planning?

Financial planning looks at the ‘big picture’ of your finances.

A good financial planner will help you work out what you want from life and then create a financial plan to help you get there.

Your financial plan will show you where you are today, where you want to be in x years and create a roadmap to get you there. Your plan will/can encompass many different areas such as investments, pensions, protection and much more.

What's Right For You?

The key difference between financial advice and financial planning is that financial planning focuses on you, your goals and the ‘big picture’. Whilst financial advice is usually specific to one area.

If you are looking to plan for your future and don’t know where to start then financial planning is for you.

Still unsure? take our questionnaire below which can help guide you to the right option for you!

EFinancial Planning or Financial Advice?

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Eoin McGee Financial Planning Ireland
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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