Our Fees
Simple, Transparent Pricing
Free discovery meeting
There is no charge for your first meeting with us. This is just your chance to get to know us and see how we can help you.
After the meeting, we will provide you with a free proposal summarizing how we plan to help you achieve your goals and the cost of us doing so. If you accept our proposal, you will be required to pay our initial report fee.
Initial Report
Financial Planning Report
€3,100
Includes
We will provide you with a personalized financial report detailing an overview and analysis of your current financial circumstances, along with our recommendations.
We will review your protection needs, pensions, savings and investments and identify any tax efficiencies and potential inheritance tax mitigation.
We will also provide you with an analysis of your cash flow and net wealth over time to identify planning requirements to ensure that you are on target to achieve your financial objectives.
planning and advice fees
Investing in professional financial advice and a well-crafted plan can be one of the best decisions you ever make.
A clear, tailored strategy helps you achieve your life goals, strengthens your financial wellbeing, and brings real peace of mind.
Our fees are simple, transparent and fair, with no hidden costs or surprises.
We offer a wide range of financial services to ensure you are on track to achieve your goals and are protected against unforeseen circumstances.
Each service we provide is presented to you in the form of a Financial Report and is customizable to fit your needs.
Find an example of such report below
Cash flow modelling Fees
Financial health check
*Depending on the scope of the work involved.
From
Key benefits:
Help you to establish clear and realistic financial goals along with a road map of how these can be met.
Provide an overview of your existing financial circumstances.
Provide a comprehensive analysis of your cash flow and net wealth over time to identify planning requirements and to ensure you are on target to achieving your financial objectives.
Ensure that you have adequate liquid assets to meet any near-term financial obligations and unforeseen circumstances.
Ensure that you and/or your family have adequate life insurance in place to maintain your desired lifestyle in the event of death or long-term sickness. We will also ensure that all existing policies are placed into an appropriate trust where appropriate.
Establish your overall investment risk profile that will include: your attitude to investment risk, your capacity for loss, your investment timeline, as well as a target return required to meet your longer-term goals.
Ensure that your investments are structured tax efficiently and in line with meeting your long-term objectives.
Provide a detailed analysis of your existing investments including charging structure, historical performance, risk profile, and how they are currently positioned given the current economic backdrop.
Review your existing pension arrangements and contribution levels, identifying the scope for any unused contribution allowances. We will also ensure that your pension beneficiaries are in place and in line with your wishes as well as identify any restrictions imposed on your existing arrangements that may limit the flexibility of how you are able to access benefits.
€3,100*
Beyond Financial Planning, our Cash Flow Modeling service provides a sophisticated, forward-looking roadmap for your financial life.
We utilize advanced simulation technology to project your net wealth and income over time, allowing you to visualize exactly how your current decisions impact your long-term security.
By stress-testing your plan against economic variables like inflation and market volatility, and exploring "what-if" scenarios, such as early retirement or business transitions, we move beyond guesswork.
This service is designed to answer your most critical questions: from identifying the exact level of investment risk required to meet your goals, to determining how much you can confidently spend in retirement without ever running out of capital.
Cash flow modelling
*Plus €1,700 for each follow-up cash flow.
Key benefits:
Present you with a forecast of your net wealth and cash flow over time accounting for planned and unforeseen life events. This will provide you with valuable insights into what your financial future looks like and the implication on your finances of the decisions you make now.
Identify how much you should be saving to meet your future retirement goals or how much you could afford to spend in retirement without running out of money.
Demonstrate the most tax-efficient use of your savings and the best way to draw down on your assets in retirement.
Determine what level of protection you need against death or sickness and identify any existing gaps.
Understand the level of investment risk you need to take with your investments.
Stress-test the impact of varying rates of long-term inflation and lower investment returns on your financial plan.
Determine how much money you could afford to gift and the most tax-efficient structures for estate planning.
Model various ‘what-if’ scenarios to better understand the implications on your finances should certain events occur, such as retiring early or selling a business.
€3,400
Financial Coaching Services
Our financial coaching is designed to deliver exceptional value through a personalized, ongoing partnership that goes far beyond numbers, helping you master your mindset, overcome emotional biases and build lasting financial confidence. We offer flexible options to suit different needs and budgets
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Book a free 30-minute call to discuss your financial needs. One of our financial coaches will listen to you, answer any questions and advise the next steps
Your first 30-minute call is free. Each 1-hour Financial Coaching session is then charged at a one-off fee of €150. -
Book a 1-hour session going into more detail on a more focused topic relevant to you.
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Starting from €450 for a 1 month focused programme, with longer-term options available for deeper mindset transformation and sustained accountability.
Includes one60-minute virtual weekly session and email support.