Book Appointment

Core Review

For individuals looking for a structured financial consultation to improve their personal finances.

€199.00

One-off fee covers all necessary follow-up meetings
A comprehensive financial review tailored to your goals
A detailed action plan with practical steps

What’s Included:

Savings & Investments – Get better returns (4-5%+ p.a.)
Retirement Planning – Build a tax-efficient pension strategy
Mortgage & Loan Advice –To get lowest rates possible.
Tax Savings – Reduce your tax bill
Financial Budgeting – Smart money management

Book A Core Financial Planning Consultation

Book A Core Financial Planning Consultation

Platinum Review

For individuals earning €100K+ salary or couples earning €150K+ or over €100K+ investible assets looking for an advanced financial strategy.

€349.00

One-off fee covers all necessary follow-up meetings
A fully customised financial planning report
Advanced tax, investment & wealth strategies

What’s Included (Everything in Core Review, plus):

Everything in Core Review
Wealth Management – Improve investment returns
Tax & Estate Planning – Protect & transfer wealth tax-efficiently
Pension Optimisation – Maximise long-term growth
Personalised Portfolio Review – Align assets to goals

Book A Platinum Financial Planning Consultation

Book A Platinum Financial Planning Consultation

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.

In the initial consultation we will

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.