Financial Planning

Get all my top tips and advice in easy to follow steps so that you can create your own financial plan for FREE.

Follow each of the steps to build your financial plan to manage and track your finances.

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STEP 1

Personal Budget

To be good with money everybody needs a personal budget. Watch the video to get my top tips on personal budgeting.

Free Budget Template Watch the Budget Template Video

STEP 2

Envelope System

The envelope system is a tried and trusted way to help you curb your weekly spending.

STEP 3

Shop Around

Now let’s take a look at where you can cut your outgoings so that you have more disposable income.

STEP 4

Money finder

Now let’s look at some other ways that you can find some extra money!

STEP 5

Savings

At this stage you have a good financial plan in place, now it’s time to start saving that extra cash that you have found by cutting your outgoings from those extra sources of money.

STEP 6

Tackling Debt

Here are some bonus blogs to help you clear any loans or credits cards that you may have.

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Tackling Debt

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Happy Clients

“I’d recommend Paul to all who have any financial questions 100%, very friendly, no complicated talk, myself & my husband needed advice on life cover, kept putting it off as paper work always seemed complicated and too much effort, Paul very kindly came down to our house in Kildare and took us through lots of options and advised us which route to take. Thank you very much Paul, very much appreciated.” Paula
“I highly recommend Paul to all. He was approachable, quick to respond, friendly and spoke to me on my level (no dazzling financial jargon that I maybe wouldn’t understand). Paul very much tailored his advice around the details I gave him of my own lifestyle and general circumstances so I knew he put good thought into the practical advise he gave that was very relevant to me as oppose to a generic response. Thanks Paul!” Katie

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