The Prosperous
Philosophy

We take a holistic approach when it comes to finance, and believe it is immensely misguided to advise anyone on any specific element of their financial lives without knowing the full picture. Many of our clients note that participating in our process provided them with the clarity they needed to plan for their future. With an ever-growing life expectancy, planning for retirement is essential. Your ‘financial independence date’ or retirement age is an anchor point for your financial plan. We will review your situation and decipher your unique needs, from here we will recommend the most suitable products for those needs if required. We aim to create a sustainable plan which not only encompasses your savings, investment, protection and pension needs but also your dreams, goals and values. This plan will help you to get the most out of your money.

Engaging with us will mean that you have a guide and a partner throughout your financial plan. We all know in life nothing stays the same, so as such we meet our clients regularly. This ensures that your road to a better financial future remains on track. At Prosperous our clients know we have their best interests at heart, always! Should you choose to engage with Prosperous Financial Planning you can rest assured knowing that the firm will treat your finances with as much care as we do our own because we understand the importance of your aspirations for your family’s future. We will guide you through this process with complete honesty and will always tell you the truth, whether or not it is what you want to hear. We will throw you in the deep end, encourage you to dig deep to tell us what is essential to you so that we can be sure that at the end of our process you will have a plan completely unique to

Typically our Private Clients are households with earnings of €150,000 per annum or investable tangible assets of more than €500,000. These people are often senior executives, people who are recently retired or approaching retirement or people who are independently wealthy. In addition to this, we deal with people who own their own businesses.

We also have another planning option called our Premier service. For more details, please see our Premier Offering page.

Finally, we have a financial advice option called Choice.

If you would like to learn more about our plans and prices, please click here.