Money Master Class

with

Paul Merriman

Join Paul for a Finance 101 to learn everything you need to know about money

Tuesday, 1st March @ 8 pm

€99 for 1 hour. Only 50 seats

Find out how to save thousands on your mortgages, do you really need a pension, how to make the most of that (little bit or a lot) of extra money that you have, should you save or invest?

Paul talks through his financial planning philosophy Protect, Grow, Replace, the key stages to a sound financial plan.

Covering financial topics such as day to day money management and planning, pensions, mortgages and investing. Paul will show you how to make the most of your monthly income, the importance of cashflow modelling and how showing you have EVERY financial decision that you make can have a huge impact on your financial wellbeing.

This event is jam packed with info, but you will learn everything that you need to know so that you can make confident financial decisions when it comes to your money, no matter what you decide to do with it.

Topics Covered:

  • Day to day money management
  • Planning your finances for the short & long term
  • Saving & Investing
  • Pension planning
  • Getting mortgage ready
  • Switching Mortgage lender
  • Paul’s tips on how to dream big and make the most of the income that you have.

This money master class will arm you with the information that you need to know to make a big difference to your financial situation by making some simple tweaks in how you’re managing your money.

What you will Learn:

  • How to get a handle on your current financial situation, finding financial gaps
  • How to manage your money more effectively – creating a balance between living a good life
    now while also funding for your future
  • Find out if you should be saving or investing that disposable income or lump sum. Learn about the different options available in the marketplace and how to maximise your money over the long term
  • Find out how much and when you should be funding your pension or if you should be funding for it at all right now
  • If you planning on getting a mortgage or about to apply, learn all the things you should and should not be doing & find out how to get the best rate to suit your needs
  • If you have a mortgage, find out about the thousands that you can save over term of your mortgage by switching lenders and putting that money in your own back pocket rather than the banks

Watch Paul at Fresh Resolutions 2020

explaining all things finances

Why Follow Paul?

Have you ever found it a struggle to get good, honest financial advice? Get FREE access to content to help you make the right decision about your finances. Follow Paul on:

Client Testimonials

“We can’t recommend Paul highly enough here at CP Fitness. He presented his Money Masterclass for our clients and staff. Paul is a wealth of knowledge and manages to make finances less intimidating in his simplified, down to earth approach. We got so much great advice from his talk and I can imagine a few of us have already saved a few quid, just by putting some of his actionable tips into practice the following day.

Jessie Honeyman, Manager, CP Fitness

“Paul was super generous with his time and it’s very obvious he has the best interest of his clients. After his talk, he answered all our questions without anyone feeling pressurized to buy anything. He definitely gave us a greater understanding on a range of topics from mortgages, pensions to investments.
It went so well, our whole team have decided to book 1-to-1 consultations with him as well as many of our own clients!”

Jessie Honeyman, Manager, CP Fitness

“In current times it is difficult to find an expert like Paul who can deliver a captivating and engaging virtual masterclass. We run many virtual events for corporate companies and have not come across a more experienced host.

From first contact with the Ask Paul team we found them to be responsive and accommodating to the needs of our clients. As we work with alot of corporate companies certain elements within the masterclass must be tailored to their employees specific needs. Thank you again Paul and your team for making it an easy experience for us. Looking forward to our future events. ”

Sonalife – Lisa Geoghegan, Managing Director

“Paul is simply fantastic – dynamic, insightful, well presented and experienced.

We have organised a number of virtual finance masterclasses with Paul and his team for our community members at Central Park in Leopardstown.

To date we have received 100% positive feedback and are looking forward to inviting Paul back very soon. ”

Live Work Grow – Hazel Elders, Relationship Manager

“I have booked Paul to give a financial talk for our staff here at Wix.com. Paul is not only very knowledgeable, but he is also great at delivering it. The talk went by super quickly, what demonstrates that even though Paul was talking about finance it wasn’t boring or hard to follow. The feedback from our staff was excellent, and we will definitely arrange to have Paul back here to talk about other specific subjects. Thank you!”

Jose Alisson De Melo Barros | Wix

“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.”

Pax Asset Management Dac t/a AskPaul & Pax Financial is regulated by the Central Bank of Ireland. Registered No. 461783.