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.
Discovery Meeting
We take the time to get to know you—your aspirations, priorities, and concerns.
Financial Research & Forecasting
We analyse, crunch numbers, and create a bespoke financial strategy tailored to your life.
Receive Your Financial Plan
We’ll explain the reasoning behind each recommendation, ensuring you have complete clarity.
Please note - ALL Private clients will be personally guided by Eoin.
Voted Ireland’s #1 Financial Broker
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Why Choose Us?
Our trusted reputation is built on years of delivering real results for real people, just like you for over a decade.
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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.
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
Hear what they had to say about us!