Private Plan @ Prosperous
A comprehensive financial plan built around your values, ambitions, and lifestyle.
Limited Availability*
Please Note:
Our Private consultations are in high demand, and availability is limited.
Reserve your spot today and begin your journey with confidence.
Limited Availability*
How Does the ‘Private’ Consultation Work?
Your Comprehensive Plan, Designed in Four Key Steps
Please note - ALL Private clients will be personally guided by Eoin.
Voted Ireland’s #1 Financial Broker
Why Choose Us?
Our trusted reputation is built on years of delivering real results for real people, just like you for over a decade.
Some Questions We Get Asked
The Private consultation provides a comprehensive, tailored financial plan designed around your unique goals and priorities.
Whether it’s achieving financial independence, optimising your wealth, or planning for your family’s future, our process ensures you gain clarity, confidence, and a clear roadmap to success.
The Private consultation goes beyond surface-level advice.
We take the time to understand your values, ambitions, and lifestyle to create a plan that truly reflects your needs.
With in-depth financial analysis, lifestyle planning, and bespoke recommendations, we ensure every aspect of your financial journey is optimised.
The Private consultation costs €6,500. This includes a comprehensive review of your finances, cash flow modelling, and a bespoke financial plan tailored to your goals.
The value lies in the clarity, confidence, and actionable steps you gain to make informed financial decisions and secure your future.
Absolutely. The Private consultation is ideal for addressing complex financial needs, such as wealth optimisation, inheritance and estate planning, and aligning multiple financial goals.
We specialise in simplifying intricate financial scenarios and providing clear, actionable solutions.
After your plan is presented, you can begin taking action immediately. If product recommendations are included—such as investments or protection policies—our dedicated team can help you set them up seamlessly, so you can move forward with confidence.
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in the last weekMartin provided comprehensive advice and direction to me regarding my options for pensions and mortgage and my finances overall. He also was very generous with his time and went over the allocated period. I got a good picture re projections for the future. A lot to consider and creative ways of managing it. I'd highly
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a week agoThis was our first time meeting with a financial planner & we didn’t know what to expect. Martin was professional, informative & helped us in so many ways. He answered all our questions & we felt the meeting was a real eye opener. He wasn’t just there to sell us a product, he gave us
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2 months agoProsperous financial is a company I trust. I have had previous experience with them re investing for my children, getting advice etc. So it was natural that I would return to discuss all things Pensions and savings at an annual review. This time I met with Mr Martin O’Connell. I’m very happy to say that
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a month agoMyself and my wife recently had a financial planning session with Martin O'Connell from the Prosperous team. It was very informative and Martin provided us with various options for our future financial plans. He was very professional and knowledgeable about the various products available to us. We would highly recommend him and the Prosperous team.
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a month agoExcellent call with Jordan from Prosperous team. Took the time to go through all finances and clearly explained my best options to help plan for a stress free retirement. Quickly responded to my follow up emails and questions. Would highly recommend the team to guide your financial planning knowing you are getting the best advice
Prosperous Client
Client Experience
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