Don’t DIY… Just askpaul.
Stay on top of your finances and make your money work smarter with askpaul.
Safeguard your family & income with the right level of protection
Grow your wealth over time by investing based on your risk appetite
Work towards building your long-term financial goals whatever that may be
6 stages of a consultation
1. Establish
Establish the relationship, you decide if we’re the right fit for you.
2. Collect
We gather your financial information and understand your financial goals.
3. Analyse
We analyse the information provided by you.
4. Develop
Meet your financial advisor. Your advisor will offer their advice(s) and recommendation(s)
5. Implement
With your agreement, we action your financial plan and assist you with the paperwork.
6. Review
We will regularly review your financial plan to ensure you are on track to achieve your financial goal(s).
1. Establish
Establish the relationship, you decide if we’re the right fit for you.
2. Collect
We gather your financial information and understand your financial goals.
3. Analyse
We analyse the information provided by you.
4. Develop
Meet your financial advisor. Your advisor will offer their advice(s) and recommendation(s).
5. Implement
With your agreement, we action your financial plan and assist you with the paperwork.
6. Review
We will regularly review your financial plan to ensure you are on track to achieve your financial goal(s).
What is a Financial Plan?
A financial plan is a roadmap of your journey towards achieving your financial goals. We will help you to build a comprehensive picture of your current finances, define your goals and develop strategies to achieve them. Your plan will include details about your cash flow, savings, debt, investments, protection and any other elements of your financial life. Financial planning is a dynamic on-going process that requires continuous monitoring to take account of a change in income, asset values, business or family circumstances.
askpaul has helped over 7,750+ Irish families protect their financial futures
"Fantastic service, wish I knew about your service 15years ago "
– A happy askpaul client
"By far the best financial planners that I have dealt with"
– A happy askpaul client
"Helping take the stress out of the whole process"
– A happy askpaul client
"Five-star experience. We got more than we imagined we would from the service so far"
– A happy askpaul client
"Paul was excellent and easy to speak with understands ordinary people with everyday problems"
– A happy askpaul client
"Professional. Personable. Clear. Friendly. 5 stars all around, couldn’t be happier!"
– A happy askpaul client
Benefits of a Financial Plan
Tackle Inflation
Increase your Savings
Be Prepared for Emergencies
Save for Children’s Education
Financial Balance for Now & the Future
We manage your money efficiently whilst reviewing and monitoring your plans every year to ensure they align with your changing goals & needs throughout your lifetime.
Retirement Planning
Our Ethos
Paul began with a Facebook page and a camera to provide short videos to educate people on their finances. With his straight-talking no-nonsense approach to money and business, he has quickly become Ireland’s favourite financial advisor. askpaul has and will always be about breaking down the barriers to financial advice and making it accessible to all… So here’s to making money easy for you. The askpaul advisors are here to help you on your financial journey to achieving your money goals. No matter what you want to do. We’re here to help you spend, save, retire… better.
Áine Cullen
CFP® QFA
Darren Nolan
CFP® QFA
