Choose the consultation type that best suits your needs

We would always recommend booking a Financial Planning Consultation so that the team will review and analyse your current financial situation and build a full financial plan to help you achieve your goals.

BUT, if you just want advice on a specific product, our team can talk you through the best options to suit your personal situation and get it all set up for you.

Financial Planning Consultation

Book an appointment for a full financial review & we will build a financial plan to achieve your goals

Product Consultations

If you are just looking for a specific product, we will provide the advice and get it set up for you

Mortgages

Book an appointment for a full financial review & we will build a financial plan to achieve your goals

Client Testimonials

“The whole experience was so professional and assuring. Unlike other financial consultants where we felt spoken down to with way too much vagueness. It was the complete opposite with askpaul.”

“I have contacted other financial planners in the past but was told they only deal with people of a salary 100k plus. I found this service exceptional where anyone can get advice regardless of their salaries.”

“I booked the consultation only looking to talk about investments and Ian helped us with income protection, investment, savings and spending plans. We got a lot out of the consultation.”

“Darren went above and beyond. Seemed like he genuinely had our best interest at heart. Did not feel rushed at all.”

“The projection software was super, it was really cool to be able to see what the next 59 years looked like financially and what would happen if one income was gone.”

“It was a real eye opener and everything I need is taken into consideration. I felt everything was geared towards my success and not that of the advisor.”

“I now have very realistic goals to work towards and know that I can trust the advice I was given. I feel comfortable and confident entering 2021 with a plan.”

“Gave us a great insight on our future financially and how we could give our kids a bright future if we put the right plans into place.”

Q

Financial Planning Consultation

We will find out where you are, where you want to be & everything that matters to you and make a financial plan that connects the dots, helping you build a financial future where you are in control.

  • Understand the leaks & gaps in your current finances
  • Get organized financially
  • Establish short & long-term goals
  • Graphical forecast of your financial future from your current age up to retirement & beyond
  • Increase your savings by switching to cheaper policies & rates
  • Be prepared & manage financial risk better
  • Tailored investment solutions
  • Achieve & maintain your desired lifestyle into retirement
  • Dedicated advice and support along your mortgage journey
  • A holistic & comprehensive financial map to get you to where you want to be financially while living comfortably in the present.
Q

Investment Consultation

€149 €99

Make your money work smarter and earn more money for you by placing it in an investment fund that matches your risk appetite to grow over time.
  • Fact find & review of your current situation.
  • Risk appetite questionnaire.
  • Investment Fund recommendations.
  • Implementation & activation of policies.
  • Access to your askpaul advisor & paraplanning team.
  • Join the askpaul investment club for;
  • Regular fund updates, communications & Investment Education.

Pension Consultation

€149 €119

Fund your retirement in the most tax-efficient manner with a consultation from our team, we’ll review your pension or start one up to fund your lifestyle when work stops.
  • Fact find & review of your current situation.
  • Risk appetite questionnaire.
  • Investment Fund recommendations.
  • Implementation & activation of policies.
  • Access to your askpaul advisor & paraplanning team.

Protection Consultation

Free

Income, life or mortgage…it can get very confusing. We’ll determine the right level of cover and the policies you need to protect what’s most important to you and your family.
  • Fact find & review your current situation.
  • Define the right level of cover required.
  • Implementation & activation of policies.
  • Access to your askpaul advisor & paraplanning team.
Q

Mortgage Consultation

€199

If you have or need a mortgage, with a 99% success rate, we will get you the most competitive rate in the market for your circumstances so that you pay less to the bank and get more for your own back pocket.

  • Analyse & review your current situation.
  • Find the best lender for your situation
  • Create a plan to get you ready to apply.
  • Carry out internal mortgage underwriting.
  • Submit your application.
  • Regular communication updates.
  • Askpaul mortgages are here to support you through the whole process

Switcher Mortgage Consultation

€149

Your mortgage is more than likely your biggest expense each month. The askpaul team will switch your mortgage so that you can take advantage of better interest rates from other lenders.

  • Fact find & review of your current situation.
  • Risk appetite questionnaire.
  • Investment Fund recommendations.
  • Implementation & activation of policies.
  • Access to your askpaul advisor & paraplanning team.

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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