PRIVATE CLIENTSPrivate @ Prosperous

Offering you an elite bespoke plan.

WHAT WE DOWe Make It Easy!

FINANCIAL PLANNING

Paving the way to financial independence, that day where you have created enough wealth so that you do not need to worry about money

PENSION PLANNING

Helping you prepare for the day we all dream about ... Retirement

PROTECTION PLANNING

It helps to be prepared and protection is that security blanket we all need, let us help you get secure

INVESTMENT PLANNING

Assisting you in exploring the many investment options available

PRIVATE CLIENTSOur Private Offering

Typically, the clients who tend to get the most from this offering have a household income of €150,000+ per annum and/or have €500,000+ of investable assets (total amount of money you have, including bank accounts, pension accounts and investments) and/or they work for themselves. If you are not a high earner or you don’t have lots of investable assets, or you don’t work for yourself you might be better suited to our Premier offering.

The video below explains our Private Client offering.

Eoin McGee Financial Planning Ireland

STAGE 1Discovery Meeting

Eoin McGee Financial Planning Ireland
Eoin McGee Financial Planning Ireland

STAGE 2Financial Research & Forecasting

Eoin McGee Financial Planning Ireland
Eoin McGee Financial Planning Ireland

STAGE 3Receive Financial Plan

Eoin McGee Financial Planning Ireland