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.

While many clients have already secured their slots, we currently have a select number of openings starting from March.

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

Meeting Prep

We start by understanding you—reviewing your finances and mapping your current path.

Book Consultation

Discovery Meeting

We take the time to get to know you—your aspirations, priorities, and concerns.

Book Consultation

Financial Research & Forecasting

We analyse, crunch numbers, and create a bespoke financial strategy tailored to your life.

Book Consultation

Receive Your Financial Plan

We’ll explain the reasoning behind each recommendation, ensuring you have complete clarity.

Book Consultation
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

How will the Private consultation help me achieve my financial goals?
What makes the Private consultation different from other financial planning services?
How much does the Private consultation cost, and what value will I get?
Can the Private consultation help with complex financial needs?
How soon can I start implementing my financial plan?

From first contact to ongoing communication, every step of my financial journey has been smooth. I sleep better at night, maybe they should consider diversifying into mattresses.

Prosperous Client

I looked into the consultation options on the prosperous website and made an appointment. This in itself is an investment but I soon realised money sitting in my bank account is not going to get me where I want to be in the long term

Prosperous Client

Client Experience

Our clients have always trusted our expertise and guidance.
Hear what they had to say about us!
element.style { } .bdt-ep-advanced-icon-box-description.elementor-inline-editing { padding-bottom: 25px !important; }