Plan With Us

Our team offers plans tailored to your financial goals and needs, plan with us today!

Utilise Our Financial Experience and Knowledge To Help You Secure Your Financial Future!

Private

NEW PRIVATE CLIENTSPrivate Clients

€5000.00 plus VAT
Existing

EXISTING CLIENTSExisting Clients

Private Clients: €1250.00 plus VAT Premier Clients: €500.00 plus VAT
Premier

NEW PREMIER CLIENTSPremier Clients

€1500.00 plus VAT
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CHOICE CLIENTSNew Choice Clients

€500.00 inclusive of VAT

How To Plan With Us

Our Process

Step 1

Navigate to the bottom of this page to take our questionnaire to determine if you are a Private, Premier, Choice or Existing Client.

Step 2

Self-book your appointment, choosing a date and time that suits you.

Once you have completed the booking, one of our team members will contact you to gather some background information.

Step 3

Post consultation you will receive some documentation that will need to be completed.

Complete and return the documentation to your financial planner to start your journey to financial independence.

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TESTIMONIALSClient Experience

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“It has been a joy to work with Prosperous Financial and their planners.”

Tracey M
Prosperous Client

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“Prosperous Financial  gave me advice when I was sorting out my life assurance policies and seeking some advice on financial matters of some complexity. Most importantly they were clear and concise with the information they provided me with and I was happy I understood exactly what products I needed to take up on to ensure ongoing financial security. Really couldn’t recommend them highly enough.”

Mary D
Prosperous Client

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“Eoin is very proactive and keeps us up to date on news and developments in budget and investments that might impact our family situation which is really great given the fact that my wife and I both have very demanding jobs which leaves little time to stay on top of those areas.”

James H
Prosperous Client

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Plan With Us

Please complete the consultation to begin your financial journey with us.