Plan With
Us
Our team offers plans tailored to your financial goals and needs, plan with us today!
PRIVATE CLIENTS
Private @ Prosperous
€5000.00 plus VAT
In-depth financial planning
That includes lifestyle planning
Suited for high earners with;
A Household income of €150,000+ and/or
Investable assets of €500,000+
PREMIER CLIENTS
Premier @ Prosperous
€2000.00 incl VAT
Planning your financial future
Understanding the long term impact of your financial decisions
Mapping out your date of financial independence
Premier consists of 3 meetings
CHOICE CLIENTS
Choice @ Prosperous
€299.00 incl VAT
An advise-based service
That combines all of the following areas in a 1 meeting
Investment advice up to €50,000
Budgetary/Spending advice
Product advice e.g. illness, mortgage, income, life assurance
Pension set-up
Regular saver set-up
EXISTING CLIENTS
Review @ Prosperous
Private €1250.00 plus VAT
Premier €500.00 plus VAT
Premier €500.00 plus VAT
Circumstances that may prompt on a review;
It has been 1 year+ since your last review
Personal circumstances have changed
Financial circumstances have changed
Your portfolio needs to be rebalanced
STEPS TO BOOK
How To Plan With Us
Follow the steps below to book your consultation with us!
STEP 1Self-Assessment Questionnaire
Navigate to the bottom of this page to take our questionnaire to determine if you are a Private, Premier, Choice or Existing Client.
STEP 2Pick Your Appointment
Self-book your appointment, choosing a date and time that suits you.
STEP 3Payment
Private Clients: A deposit of €500.00 is required when booking your appointment. The remaining balance is due after your second meeting with your dedicated financial planner and you have received your plan.
Premier Clients: A deposit of €500.00 is required when booking your appointment. The remaining balance is due after your second meeting with your dedicated financial planner and you have received your plan.
Choice Clients: The full amount of €299.00 is required to book your appointment.
Premier Clients: A deposit of €500.00 is required when booking your appointment. The remaining balance is due after your second meeting with your dedicated financial planner and you have received your plan.
Choice Clients: The full amount of €299.00 is required to book your appointment.
STEP 4Confirmation
Post booking you will receive some documentation that will need to be completed and returned to your dedicated financial planner or advisor to start your journey with Prosperous.
SELF-ASSESSMENT QUESTIONNAIRE
Start Your
Journey
Please complete the consultation to begin your financial journey with us.