Transparent fees, no surprises
We believe in complete transparency. Our fees are agreed upfront before any work begins — you will always know exactly what you are paying and why.
Fee breakdown
Your first 45-minute consultation is free. The fees below apply if you then want a formal recommendation or a written plan. Clients can avail of advice separately or avail of a package that may include both advice and product setup.
Retirement Planning Advice
A review of your existing pensions and what to contribute to stay on track for the retirement you want.
€350
Investment Advice
Guidance on how to invest a lump sum or regular savings in line with your goals, timeframe and attitude to risk.
€250
Life Cover Advice
An assessment of the life, illness and income protection your family or business would need if the worst happened.
€250
Paid upfront. Refunded if a product is purchased.
Mini-Financial Plan
A focused plan for one priority, such as a pension decision, a lump sum or a change in circumstances.
€500
Full-Financial Plan
A comprehensive plan bringing cashflow, tax efficiency, pensions, investments, protection and estate planning together.
€3,000 – €5,000
Fees may vary from time to time. The fees listed are indicative of the cost of setup. Full disclosure will be given to each client before we set up any financial product or provide any advice. View full commission disclosure.
Ready to take the next step?
Book a free consultation to discuss your financial goals and get clear, upfront pricing.
