Skip to content

FULL Financial PLANNING CONSULTATION

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

SPECIAL OFFER!! €50

In the initial 60 min consultation we will :

Demystify Financial Planning it’s just a chat to get to know each other and see where your looking to go financially we will

  • Review of your current financial situation
  • Understanding Your Payslip
  • Pension Forecast
  • Single or joint consult (joint consult plus €25)
  • Life Insurance Review
  • Protect your income.
  • Pension Forecast
  • Make a financial plan to suit your needs and budget
  • Full written report to refer back to
  • Schedule follow up consultations
  • Access to our team and as many follow up consultations/phone calls as needed

Book A Consultation