PRIVATE CLIENTSPrivate @ Prosperous

Offering you an elite bespoke plan.
Eoin McGee Financial Planning Ireland
WHAT WE DO!

We Make It Easy!

Eoin McGee Financial Planning Ireland

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
Eoin McGee Financial Planning Ireland

PENSION PLANNING

Helping you prepare for the day we all dream about ... Retirement
Eoin McGee Financial Planning Ireland

PROTECTION PLANNING

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

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.

Eoin McGee Financial Planning Ireland
PRIVATE CLIENTS

Stages In The Private Client Process

Eoin McGee Financial Planning Ireland
STAGE 1

Discovery Meeting

Eoin McGee Financial Planning Ireland
STAGE 2

Financial Research & Forecasting

Eoin McGee Financial Planning Ireland
STAGE 3

Receive Financial Plan

ProsperousContact
How to get in contact with us!
Eoin McGee
Trading as Prosperous Financial Planning and Prosperous Financial Services is regulated by The Central Bank Of Ireland
Get in touchProsperous Social links
ProsperousContact
How to get in contact with us!
Eoin McGee
Trading as Prosperous Financial Planning and Prosperous Financial Services is regulated by The Central Bank Of Ireland
Get in touchProsperous Social Links