Eoin McGee t/a Prosperous Financial Services

45854716

info@prosperous.ie


Company: Eoin McGee t/a Prosperous Financial Services
Location: Unit 124A, The Capel Building Dublin 7 D07 VX33
Phone: 45854716
Email: info@prosperous.ie
Website: http://www.prosperous.ie

About Eoin McGee t/a Prosperous Financial Services

Prosperous Financial is a boutique fee based financial planning firm. We have three offerings available.

 

  • Choice – a consultation to help clients identify their financial needs. We can help you identify the right level of income protection & life cover to have in place. We can advise on longer term savings and investments, and we assess if you have enough pension provision in place & can give guidance on the options for additional contributions. Choice costs €299.
  • Premier – this is a financial planning service which will set you out a plan for your financial future, including recommendations regarding pension planning, savings and investments. A premier plan will be conducted over a couple of meetings and costs €2,500.
  • Private – these plans are best suited to people with a little more complexity in their finances and need more in-depth financial planning. Typically, Private Clients are high earners or have a lot of investable assets. A Private Client plan takes about 3 months to complete and costs €6,500.

 

To find out more check out our website.


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