Eoin McGee t/a Prosperous Financial Services

Eoin McGee t/a Prosperous Financial Services

Kildare

2366

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    About Eoin McGee t/a Prosperous Financial Services

    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 €299 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 costs €5000 plus vat.

     

    To find out more check out our website.

    Services Provided

    • Life Insurance

    • Income Protection

    • Mortgage Protection

    • Pensions

    • Investments

    • Specified Illness

    • Serious Illness Cover