Fair and simple pricing designed with you in mind

Core

Best for those who require a second opinion, once off advice or implementation of financial products. This service can range from small pension transfers and; liquidations to implementation of savings arrangements and any other ad hoc financial requirements.

Please note, this service begins at €500 but may vary depending on the level of support and administration required. Full quotations for work will be supplied prior to the completion of work.

Growth

Best for those who have a large financial decision or financial goal they would like to achieve. This service breaks down the finances and financial projections behind the goal and creates a blueprint for achieving your goal. This service typically focuses on future education planning, redundancy planning, funding later life care, and so on.

Please note, this service focuses solely on one financial goal / decision, where an individual would like to complete multiple goals, we recommend our legacy plan.

Legacy

Best for those who require fully comprehensive financial planning and wish to create a financial legacy. This service covers all aspects of your personal finances and creates a full financial plan working towards achieving your financial goals. This plan is goals-orientated and uses our expert knowledge and software’s to create a tailored plan, ensuring the math's and science behind the plan works.

This service creates an ongoing relationship between you and us, we become your financial coach.