Which Plan Suits You?

If you are a new client of Prosperous there are 3 offerings that you can choose from ranging from financial planning to financial advice.

Are you looking for financial planning? Then take a look at our Private and Premier offerings which will analyse your current financial situation and build your bespoke financial plan.

If you are just looking for financial advice for a specific situation, then Choice may be the perfect option.

If you are still uncertain, we have an additional self-assessment questionnaire that can help guide you to the correct offering, click the below button to take the questionnaire.

 

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Planning and Advisory Options

Choice @ Prosperous

Choice @ Prosperous

€299.00

Learn more about Choice
Choice Overview
  • One meeting with a financial advisor conducted remotely
  • Financial preparation by your advisor before your meeting
  • Focusing on your specific financial concern e.g. investment advice and/or investment set-up
  • Recommendations based on your financial situation
  • Set up of any recommendations (investments, pensions, savings, protection etc.) if needed
  • Financial report given at the end of your consultation
  • Focusing on your 'here and now' vs future planning
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Premier @ Prosperous

Premier @ Prosperous

€2,500.00

Learn more about Premier
Premier Overview
  • In person and remote consultations offered with a financial planner
  • Detailed financial planning and analysis conducted over several meetings
  • Financial analysis of your existing finances to help you plan for your future financial goals
  • Current and future financial path mapped out
  • Scenario planning for your big 'what-ifs' (If you have financial decisions to make but don't know what to do
  • Tailored financial planning report for you
  • Set up of any recommendations (investments, pensions, savings, protection etc.) if needed
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Private @ Prosperous

Private @ Prosperous

€6,500.00

Learn more about Private
Private Overview
  • In person and remote consultations offered with Eoin or our Head of Financial Planning
  • 3 stage in-depth financial planning and analysis that includes lifestyle planning conducted over several meetings
  • Financial analysis of your existing finances to help you plan for your future financial goals
  • Current and future financial path mapped out
  • Date of financial independence established
  • Scenario planning for your big 'what-ifs'
  • Review and recommendations of your existing investment choices
  • Estate planning including tax efficiencies on passing on wealth
  • Tailored financial planning report for you
  • Set up of any recommendations (investments, pensions, savings, protection etc.) if needed
  • Business owner discussions including;
  • Advice on investing within the business
  • Advice and guidance on pension funding
  • Guidance on reducing tax liabilities on the sale of the business
  • Referral to tax specialists where necessary
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Review @ Prosperous

Review @ Prosperous

Private Clients €1,537.50 Premier Clients €615.00

Review Overview
  • For existing clients of Prosperous only
  • That require a review of their existing plan or
  • Personal and/or financial circumstances have changed or
  • Your portfolio needs to be rebalanced and /or
  • It has been 1 year+ since your last review
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Financial Advice or Financial Planning?

What is 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.

What is 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, and 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 is 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!

Self-assessment questionnaire

To start the self-assessment questionnaire, please click here.

OUR CORE VALUES

Providing The Best Financial Planning and Financial Advice.

Learn more about our philosophy below.

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Client Centric

We always put our clients first

Transparent

We will not take on a client unless we can clearly see that we will be adding value

Integrity

We will not sell you a product that you don’t need. If you require a product, we will review the market for you.

Clarity

We believe we have no right to tell you what you should do with your money without getting to know you first.

From first contact to ongoing communication, every step of my financial journey has been smooth. I sleep better at night, maybe they should consider diversifying into mattresses.

Prosperous Client

I looked into the consultation options on the prosperous website and made an appointment. This in itself is an investment but I soon realised money sitting in my bank account is not going to get me where I want to be in the long term

Prosperous Client

Client Experience

Our clients have always trusted our expertise and guidance.
Hear what they had to say about us!
Learn more about Prosperous

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