HWCH - Ask Paul™

Book a free 20-minute chat with one of our expert advisors who will answer all your financial queries & guide you
in the right direction to make your money work smarter for you.

BOOK A FREE CHAT

Client Testimonials

“Keri knew her stuff, answered all my questions, and gave me other info I didn’t know I needed”

Kay, Dublin

“Clarity, beyond anything we could have hoped. Genuine advice while caring for our needs and no annoying questions.“

Stephen, Kildare

“Very helpful and personalised advice“

Meabh, Wexford

“I feel reassured that I am on the right track and I am now enhancing my financial position.“

Sara, Dublin

“The information we got from each call was invaluable. We learned so much from the guys and have learned to be a lot more savvy with our finances as a result. It’s just changed our way of thinking“

Maureen, Dublin

“Great value for money – the cost of the initial meeting was saved in the first conversation on tax-free strategies, inheritance transfer etc .. a good financial advisor is a cost-neutral financial advisor.“

Sharon, Dublin

SCHEDULE A CONSULTATION

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.

RUnderstand the leaks & gaps in your current finances
RGet organized financially
REstablish short & long-term goals
RGraphical forecast of your financial future from your current age up to retirement & beyond
RIncrease your savings by switching to cheaper policies & rates
RTailored investment solutions
RAchieve & maintain your desired lifestyle into retirement
RDedicated advice and support along your mortgage journey
RA holistic & comprehensive financial map to get you to where you want to be financially while living comfortably in the present.

SCHEDULE A CONSULTATION

Protection Consultation

We will build a protection plan suggesting the right type of policies and level of covers whether that is life insurance, income protection or critical illness based on your circumstances and needs to financially protect yourself & your family.

RIdentify if you are under or over Insured
RGet recommendations on the right policies & level of cover you should have based on your circumstance
RReceive the best value insurance quotes from Irelands top insurance providers
RAssistance with the application process & policy documentation
RYearly review of policies to take into account any changes in circumstances

SCHEDULE A CONSULTATION

Investment Consultation

We will identify your investment objectives & recommend investment solutions suited to your unique needs and goals. Whether you're looking to build wealth, fund future financial goals, create retirement income or simply preserve wealth for the next generation, we’ll design a single stock or multi asset investment portfolio to make your money work smarter and earn more money for you.

RIdentify your investment objectives
RUnderstand your risk profile
RExplore the options suitable for you and provide you with access to a comprehensive range of investment solutions
RGet recommendations suited to your unique needs and goals.
RAssistance with the application process & documentation
RYealy review of your investments to consider any changes in circumstances

SCHEDULE A CONSULTATION

Pension Consultation

We can help you retrieve your old company pension plan, so you don’t lose that money, review your current pension to make sure it’ll help you fund the lifestyle you want in retirement or even start a new pension plan aligned to your goals. We will essentially make sure that you can fund the lifestyle you want when you stop working in the most tax-efficient manner.

RAsses your current situation
RIdentify your retirement goals
RUnderstand your risk profile
RExplore range of solutions & get recommendations suited to your unique needs and goals.
RAssistance with the application process & documentation
RYearly review of your pension plan to consider any changes in circumstances

SCHEDULE A CONSULTATION

Mortgage Consultation

If you are planning to buy a home, purchase an investment property, or want to look at other options on an existing 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.We have successfully sought and secured mortgages for clients throughout Ireland, from Dublin to Galway and Cork to Donegal.

RReview your current situation
RFind out how much you can borrow based on your financial situation
RCompare Mortgage deals from from all major Irish lenders
RGet recommendations on the right mortgage based on your needs from a wide range of lenders
RCreate a plan to get you ready to apply
RCarry out internal mortgage underwriting
RHelp you prepare the documents you need to support your application
RSubmit your application.
RCheck your paperwork and track the progress of your application
RCommunicate directly with the lender and answer their questions
RLiaise directly with the lender, saving you time and effort
RRegular communication updates

Business Owner Consultation

Advice for business owners that considers both personal and business finances, as one influences the other. We’ll create a financial plan that will guide the balance of your personal finances and your long-term business goals in the most tax-efficient manner.