What is financial planning?
Financial planning is personalised financial advice providing an actionable plan to achieve your goals. True financial planning is more than haphazardly saving and hoping for the best. With advice and direction you can create a clear path to early retirement, home ownership, funding your children’s education or whatever your individual goals may be. We have adopted a stream lined approach that allows us to substantially reduce our fees.
Our Process:
You book online and provide your financial details securely online before our call. We then spend time talking about your circumstances, goals and concerns. After the call, we report back to you and answer any follow queries you may have. Through use of video conferencing and sophisticated cash flow modeling software, our advisors are able to offer their expertise efficiently.
Who do we work with?
We can help at any point in your ‘financial journey’.
Those who have yet to start,
those with hap hazard savings/pensions over the years and need guidance to
those who have thoughtfully planned and are approaching retirement with questions on how and when to draw down their benefits.
What does it cost?
We charge an upfront fee of €500, this includes the one to one with our advisor and the follow on report. If you decide you want us to help facilitate any investments, pensions or protection policies for you, we would outline the charging structure applicable in advance.