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FULL Financial PLANNING CONSULTATION

FULL Financial PLANNING CONSULTATION €150
(Affectionately Known As Get My Life Sorted)

Imagine your life is a big pizza.

Financial planning is like carefully slicing that pizza to make sure you have enough cheese for every bite and don't end up with an empty crust.

First, you need to figure out how big of a pizza you want. That's your financial goal. Do you want a small personal pan pizza or a giant party-sized one?

It's up to you, but remember, the bigger the pizza, the more toppings you'll need.

Financial planning isn't just about saving and investing. It's about enjoying life and making the most of your resources.

Get my Life Sorted Full Financial Planning Consultation €150

Consultation can be on your own or with a partner (joint consult plus €50)

Online Fact Find to be completed at least 5 days prior to your appointment this will be emailed to you on booking.

 

  • Review of your current financial situation
  • Product Advice on mortgage protection, income protection, specified illness cover etc.
  • Personalized Retirement planning advice
  • Pension/Avc Set up.
  • Protect wealth & set financial goals for the future
  • Savings Analysis
  • Investment Advice
  • Assistance with application process and policy documentation
  • Schedule follow up consultations if necessary.
  • Full plan provided via email after consultation.

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