Our fees are reasonable and transparent, and we will be open with you always. You can either pay for specific advice only; Pension advice, Life Cover advice or Savings advice. Alternatively, you might require advice and Product set-up.
Pension Advice only – €250 & VAT
Life Cover Advice only – €250 & VAT
Investment Advice only – €250 & VAT
Budget & Cash Flow Assessment – €250 & VAT
Mini Financial Plan – €500 & VAT
Full Financial Plan – €1,000 & VAT
Please note if you decide to go ahead with product set-up, we will deduct the cost of the advice already paid off the product set-up cost.
Life Cover/Illness Cover Setup
Commission is paid to us by the insurance company, and this is generally the first year’s annual premium.
Cost varies but is approximately €500 – €1000 & VAT for pension setup. We can either get paid commission by the insurance company for installation and advice, or get paid a fee by you for our services. There are pros and cons to each. The on-going management cost of the pension is .50% of the value of the pension on a per annum basis. The annual management charge for the Insurance Companies vary.
Savings Plan Setup
€250 & VAT for setup of a savings plan, paid by commission or fee.
Please note fees may vary from time to time, the fees set out are to give an indication of the cost of set-up. Full disclosure will be given to each client before we set up any financial product or provide any advice. A full re-fund will also be given within 14 days if you’re not happy with our services.
Take control of your finances
Contact us to discover how to build a secure financial future – today.