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
During stage 1 it’s all about you.
Your finances, your goals and your objectives.
Financial Research & Forecasting
Crunching the numbers and creating your tailor-made financial plan.
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?
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.