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 €500 incl vat.
- 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 €2000 incl vat.
- 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 €5000 plus vat.
To find out more check out our website.