Book your free financial consultation
A free, no-obligation 45-minute conversation with a Certified Financial Planner. You'll leave knowing where you stand and what to do next.
What you'll get from your free consultation
A clear picture of where you stand
We take stock of your goals, what you have in place and what is missing, so you know what needs attention first.
Where investing fits
An honest view of whether investing makes sense for you now and the approach we would take, before any product is discussed.
Your pension position
Whether you are on track for retirement, and where a review of contributions or existing pensions could make a difference.
Gaps in your cover
Whether your family would be financially secure if something happened to you, and which gaps are worth closing.
Our process
What happens during your consultation
A structured first conversation, so you leave knowing where you stand and what we would do next.
We'll review your current financial situation including pensions, investments, and protection coverage.
Discuss your short-term and long-term financial goals to understand what you want to achieve.
Identify opportunities to improve your financial position and address any gaps in your planning.
Explain how we would help, what it would cost, and what happens next. No pressure to proceed.
Three areas we'll explore together
What we cover in your first meeting, and what a paid review would add.
Protect what matters
During your consultation, we'll review existing cover and identify gaps to ensure your loved ones are financially secure. Life insurance and protection made simple and affordable.
Grow your wealth
We'll talk through your goals and timeframe and explain the approach we would take, so you can decide whether investment advice is worth pursuing.
Retire with confidence
We'll look at what you have in place and whether you are on track, and explain what a retirement planning review would cover.
Meet your financial advisor
Work 1:1 with a Certified Financial Planner who simplifies decisions and gives you clear next steps.
+
Satisfied clients across Ireland
+
Years industry experience
M+
Assets under management (AUM)
min
Free consultation length
Working with Shane and the team at Empowered Money has been a hugely positive experience.
Shane's clear, strategic financial advice gave me the confidence and ability to take over a year off work, to travel and spend time with family, while continuing to contribute to my pension and maintaining my financial stability.
Thanks to his guidance, I've now reentered the workforce in a strong position, with my long-term goals still fully on track. I'm incredibly grateful for his support, insight, and the peace of mind his expertise has provided.
Andrea Henry
Customer of Empowered Money
Consultation FAQ
Common questions about booking and attending your free consultation
Ready to take control of your finances?
Book your free 45-minute consultation today and discover how we can help you achieve your financial goals.
Book your consultation today.
Warning: The value of your investment may go down as well as up.