EVERYONE NEEDS A PLAN FOR THEIR FINANCES
Our expert financial advisors are here to help you create a holistic financial plan tailored to your needs and goals. We understand that everyone’s financial situation is unique, and that’s why we take a personalized approach to help you secure your future and protect your wealth.
OUR FINANCIAL PLANNING CONSULTATION COVERS IT ALL BY LOOKING AT
Protecting yourself & Income
Setting Financial Goals
Graphical forecast of your
financial future
Tailored investment
solutions
Retirement & Inheritance
Planning
Client Testimonials
—Anne
— Jessica
—Graham
ASKPAUL HAS HELPED THOUSANDS OF FAMILIES THROUGHOUT IRELAND, FROM DUBLIN TO GALWAY AND CORK TO DONEGAL PROTECT THEIR FINANCIAL FUTURES.
OUR CONSULTATIONS
Using our bespoke cashflow modelling tool – CashCalc to analyse your income, expenses, assets and liabilities, we predict your cash flow from your current age up to retirement & beyond.
By having a clear view of your current and future finances, you can prioritise what’s important to you and take the right steps to achieve your financial goals.
We cover a range of financial areas, including investments, mortgages, pensions and estate planning. Our advisors are Certified Financial Planners (CFP®) who are up-to-date with the latest financial regulations, so you can trust us to provide expert guidance.
We believe that everyone should have access to high-quality financial advice, which is why our consultations are affordable and accessible. We offer flexible appointment times that works for you.
WHAT MAKES FINANCIAL PLANNING SO IMPORTANT?
HAVING A PLAN FOR THE FUTURE
Ultimately, the most important benefit is the peace of mind that comes with having a comprehensive plan for the future in place. It will make you feel confident that you are taking the right steps to achieve your financial goals and secure your financial future. You can rest easy knowing that you have a team of experienced professionals working for you to help you navigate the complexities of the financial world.
Manage your wealth
We use CashCalc, a bespoke cash flow modelling software which gives a detailed picture of your assets, liabilities, income, and expenditure, projected forward, year by year, using assumed rates of income, inflation, and interest rates to show how your finances will look up to retirement and beyond. This empowers you to make provisions & act accordingly to ensure you achieve your financial goals in the future.
Better equipped to navigate economic fluctuations
Economic fluctuation can have a significant impact on your ability to achieve your financial goals. Through a financial plan, we can help you to better manage your assets keeping in mind the rising cost of living, interest rate hikes & everything that is eating into your hard-earned savings.
Achieve your financial goals
We will help you identify your financial goals and create a roadmap to achieve them. Without a plan, it’s easy to get sidetracked and spend money on things that don’t align with your future goals. By setting clear objectives and developing a plan to achieve them, you can take control of your financial future and make the most of your financial resources.
Proactive Monitoring and Adjustments
An askpaul financial plan is not a one-and-done proposition. Instead, it is an ongoing process that involves regular monitoring and adjustments. Our team of financial planners will review your plan yearly to ensure that it is still aligned with your goals and to make any necessary adjustments based on changes in your circumstances or the broader financial landscape.
WHAT ACTUALLY HAPPENS WHEN YOU BOOK IN
FOR A FINANCIAL PLANNING CONSULTATION?
Step 1 : Understanding You
This is where we start to get to know you, your worries and your hopes.
They will ask questions about your income, expenses, assets, and liabilities, as well as your financial goals and objectives.
Step 2 : Analysis
Once we have all the financial information we need, our qualified team of CFPs® will conduct a comprehensive analysis and assessment of your financial situation. This will include a review of your current investments, insurance coverage, retirement savings, and estate planning strategies.
Step 3 : Recommendation
Next, your planner will present the road map before you that addresses your individual needs and goals. This may include recommendations for saving and investing, tax strategies, retirement planning, and estate planning.
We will explain everything while showing you why we are making the specific recommendations. And then they will answer any questions you may have and work with you to make any necessary adjustments to the plan.
Step 4 : Implementation
Once you are happy with our recommendations & plan, the paperwork can be signed and we’ll set off on your journey together. After paperwork is signed, our team will take care of the activation of policies and portfolios, keeping you informed at every step.
Step 5 : Ongoing Support
As part of our service, we provide ongoing monitoring and support to help you stay on track and achieve your financial goals. This may include regular check-ins, portfolio reviews, and updates to the financial plan as your circumstances change.
Why work with us?
Work with Ireland’s leading financial advisors to make your money work smarter, harder and go further.
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