Financial Review

 

Who should go through a financial review?

Everyone can benefit from some type of financial planning.

At Prosperous Financial Planning we can help you understand and control your personal finances in a more efficient manner. With a Financial Planning Review, we will help you look at where you stand at present financially and what you require for your future, both short term and long term.

 

The review will aim to achieve the following benefits for you.

  • Understand what you have
  • See what your current financial path looks like, based on where you are now
  • Plan to achieve your goals e.g. early retirement, children’s school / college fund, family holidays etc.
  • Maximize your investment returns
  • Spread your Risk
  • Plan your pensions
  • Plan for financial independence

We work in partnership with our clients to produce their best financial future. In order to get started, we ask all our clients to do a little bit of homework for us – we will send you out some questionnaires to get “the big picture” of your finances. We use this information to assess where you are now, where you’re going before any financial planning and then we start layering on our recommendations with a view to improving your financial future. We have different levels of service, depending on our clients’ needs.

 

Prosperous Financial Private Clients

Typically, the clients who tend to get the most from this service have a household income of €150,000+ per annum and/or have €500,000+ of investable assets and/or they work for themselves. If you are not a high earner or you don’t have lots of investable assets, or you don’t work for yourself you might be better suited to our Lite service.

 

Prosperous LITE clients

For those who don’t quite need a full financial plan yet, and who do not meet the guidelines for our Private Client service, you might be interested in our stepping-stone service called Prosperous LITE . The LITE service costs €1500 plus VAT.

 

Enough.ie seminars

If the above services doesn’t sound like it is what you are looking for then you may find an enough.ie event more beneficial. In this, Eoin spends two hours teaching groups of people how to be better with their money, covering everything from spending, savings, pensions and managing your debt. For more information, please contact jane@enough.ie or see enough.ie for the next event.

 

We would always recommend that you review your financial plans annually to ensure they continue to meet your personal goals.