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Savings and Investment Consultation


Cost: 1 hour@ €100 now €50

Whether you're envisioning your dream home, aiming to invest in your children's future, or seeking to establish a rainy-day fund, we're here to provide assistance every step of the way.

Here's an outline of our services

  • Evaluation of your current financial situation.
  • Analysis and assessment of your existing investment strategy.
  • Assessment of your risk profile through a comprehensive questionnaire.
  • Tailored fund recommendations based on your goals and risk tolerance.
  • Option for individual or joint consultations (additional fee +€50 for joint sessions).
  • Comprehensive plan delivered via email following the consultation.
  • Consultation sessions, whether solo or with a partner, are one hour in duration.

Begin the journey toward securing your future today. Let's connect and work together to protect your future.

Book A Consultation Below