Services

Building a financial future where you are in control

We will help you protect your money, grow your wealth & achieve long-term financial security beyond retirement for you & your family.

Financial Planning Consultation

Financial Planning Consultation

Build a financial future where you are in control
€200
FREE
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Pension Consultation

Pension Consultation

A jargon-free approach to your retirement
€149
FREE
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Investment Consultation

Investment Consultation

Make your money work harder for you
€149
FREE
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Mortgage Consultation

Mortgage Consultation

With you every step of the way
€199
FREE
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Protection Consultation

Protection Consultation

Protection for you and your family
€99
FREE
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Mortgage Protection Insurance

Mortgage Protection Insurance

Protect your home with the right cover
GET A FREE QUOTE
Business Owner Consultation

Business Owner Consultation

Personal & Business finance advice for business owners
€400
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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

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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