Prosperous Financial - Premier Clients

PREMIER CLIENTS

Premier @ Prosperous

Our Premier service looks at your current and future financial path and helps guide you toward your goals.

You may be at a crossroads in life, with some decisions to make in the future; How much should you spend on a home, How can we fund education costs for the kids, When can we reach our date of financial independence?

To help you understand, we start by getting to know you and your goals, map out your financial path using our Cash flow modelling software and present this to you, so you leave the process with a full understanding of the impact of your decisions on your financial future.

At times, it may become clear that you cannot achieve all the goals you have based on your current spending and saving habits. We then offer in-depth recommendations to help you get there.

A Premier Client plan costs €2500 including vat

1

Discovery Meeting

During stage 1 it’s all about you.
Your finances, your goals and your objectives.

2

Financial Research & Forecasting

Crunching the numbers and creating your tailor-made financial plan.

3

Receive Financial Plan

Presentation and explanation of your financial plan with your dedicated financial planner.

If you are recommended any products, we have a dedicated servcie that can help set them up for you.

What can you expect from a Premier Client plan?

Financial analysis

A review of your current finances where your dedicated planner will map out your current and future financial paths devoid of any changes.

Getting to know you

Our first meeting is all about you. We believe we have no right to tell you what to do with your money without getting to know you first.

This meeting will form the basis of your plan so we will also cover the review of our finances, date of financial independence and discover your financial goals.

Financial plan presentation

After your first meeting with us, you will have a clear understanding of your goals, values and objectives and you will also know your date of financial independence.

It is now time for your financial planner to start creating your plan, it is at this point where the financial planning starts.

Your plan is built around you and unique to your situation and goals. Once your plan is finished you will revive a copy before your final meeting.

During your final meeting, your planner will take you through your plan and explain the reasoning behind everything. If you are recommended any products we will help with the implementation i.e setting up.

Traditionally advisors would have a bag of products and they would come to see you and fit their product into your life. In Prosperous we do it the other way around, we do the planning first, see what you need and establish if you need anything at all.

Are You Ready To Get Started?

The Premier Offering is for those who don’t need an in-depth financial plan but who perhaps are interested in reviewing their finances and planning for the future.

With Premier you will be shown your current financial path, current financial future and date of financial independence over a couple of meetings. Plus we will give some guidance in getting you started with any products you wish to get underway. Unsure of which plan to go with? We have a handy self-assessment questionnaire that can help guide you to the correct offering.

Just click here to get started, once you have completed it you will gain access to our diary.