CORE REVIEW
Alpha Wealth can help you achieve your financial goals.
For a one-off fee starting at just €199, you can access a full Financial Consultation with one of our expert financial advisors, tailored specifically to your individual needs and objectives. Our advisors provide actionable insights to optimise your financial strategy and secure your future.
PLATINUM REVIEW
This service is for you if any of the following apply to you:
An Individual earning > €100k p.a.
A couple with joint earnings > €150k p.a.
Invest-able assets of over €250k.
A Business Owner.
Book a platinum Financial Consultation with one of our expert advisors for a one-off fee of €349.
What Can We Do For You?
- Savings – Accounts to get your money work harder for you – circa 4-5% p.a. interest.
- Retirement Advice – On planning and navigating your options to get you to where you want to be and retire early.
- Mortgage advice – To get lowest rates possible.
- Tax Savings – Helping you to reduce the tax you pay by at least €2k
- Financial Budgeting – Easy way to budget effectively including all types of insurances.
Review of your current financial situation
Financial objectives and goal setting
Cashflow modelling to predict your future financial situation
Map out a financial plan to meet your objectives
Schedule follow up consultations
Book An Appointment Form
This contact form is for anyone who wishes to discuss booking a financial consultation further or needs more information on how we can make your money work harder for you.