Our expert financial advisors are here to help you create a holistic financial plan tailored to your needs and goals. We understand that everyone’s financial situation is unique, and that’s why we take a personalised approach to help you secure your future and protect your wealth.
Using our bespoke cashflow modelling tool – CashCalc to analyse your income, expenses, assets and liabilities, we predict your cash flow from your current age up to retirement & beyond.
By having a clear view of your current and future finances, you can prioritise what’s important to you and take the right steps to achieve your financial goals.
We cover a range of financial areas, including investments, mortgages, pensions and estate planning. Our advisors are Certified Financial Planners (CFP®) who are up-to-date with the latest financial regulations, so you can trust us to provide expert guidance.
We believe that everyone should have access to high-quality financial advice, which is why our consultations are affordable and accessible. We offer flexible appointment times that work for you.
Our certified financial planners evaluate your protection needs to secure your income and safeguard your family’s future. From income protection to insurance, our financial planning experts ensure you’re prepared for life’s unexpected challenges.
Whether it’s buying an investment home, funding a child’s education, or planning for retirement, our certified financial planners help you set achievable financial goals. Through a personalised financial planning consultation, we create a roadmap tailored to your goals, empowering you to take control of your financial future.
Understanding your finances is easier with a clear vision. Our financial planning services provide graphical forecasts that map out your financial future. This approach helps you visualise potential growth, identify risks, and stay on track with your financial planning goals
Our certified financial planners craft investment strategies designed just for you. We ensure your investments align with your goals and risk tolerance. With tailored solutions, we help maximise investment returns while safeguarding your financial well-being.
Secure your future with comprehensive retirement and inheritance advice. Our certified financial advisors help optimise pensions and savings to ensure a comfortable retirement. With thoughtful retirement planning, we also help minimise tax liabilities, ensuring your legacy benefits future generations.
Ultimately, the most important benefit is the peace of mind that comes with having a comprehensive plan for the future in place. It will make you feel confident that you are taking the right steps to achieve your financial goals and secure your financial future. You can rest easy knowing that you have a team of experienced professionals working for you to help you navigate the complexities of the financial world.
We use CashCalc, a bespoke cash flow modelling software which gives a detailed picture of your assets, liabilities, income, and expenditure, projected forward, year by year, using assumed rates of income, inflation, and interest rates to show how your finances will look up to retirement and beyond. This empowers you to make provisions & act accordingly to ensure you achieve your financial goals in the future.
Economic fluctuation can have a significant impact on your ability to achieve your financial goals. Through a financial plan, we can help you to better manage your assets keeping in mind the rising cost of living, interest rate hikes & everything that is eating into your hard-earned savings.
We will help you identify your financial goals and create a roadmap to achieve them. Without a plan, it’s easy to get sidetracked and spend money on things that don’t align with your future goals. By setting clear objectives and developing a plan to achieve them, you can take control of your financial future and make the most of your financial resources.
An askpaul financial plan is not a one-and-done proposition. Instead, it is an ongoing process that involves regular monitoring and adjustments. Our team of financial planners will review your plan yearly to ensure that it is still aligned with your goals and to make any necessary adjustments based on changes in your circumstances or the broader financial landscape.
This is where we start to get to know you, your worries and your hopes.
They will ask questions about your income, expenses, assets, and liabilities, as well as your financial goals and objectives.
Once we have all the financial information we need, our qualified team of CFPs® will conduct a comprehensive analysis and assessment of your financial situation. This will include a review of your current investments, insurance coverage, retirement savings, and estate planning strategies.
Next, your planner will present the road map before you that addresses your individual needs and goals. This may include recommendations for saving and investing, tax strategies, retirement planning, and estate planning.
We will explain everything while showing you why we are making the specific recommendations. And then they will answer any questions you may have and work with you to make any necessary adjustments to the plan.
Once you are happy with our recommendations & plan, the paperwork can be signed and we’ll set off on your journey together. After paperwork is signed, our team will take care of the activation of policies and portfolios, keeping you informed at every step.
As part of our service, we provide ongoing monitoring and support to help you stay on track and achieve your financial goals. This may include regular check-ins, portfolio reviews, and updates to the financial plan as your circumstances change.
Our financial planning consultation is completely free, with no obligation, hidden fees or catches.
We’ll review your full financial picture – income, spending, savings, pensions, investments, and debts and give you a personalised plan, cashflow forecast, and clear recommendations you can act on straight away.
First, we learn about your goals, then run your details through our CashCalc software, and finally present a tailored plan which we review with you every year.
Our advisors are based in Dublin, Galway, Limerick, Kerry, Tipperary, Meath, Donegal, Kildare, Kilkenny, Sligo and Offaly and we support clients online right across Ireland.
Yes – most of our clients meet us online through Microsoft Teams, though in-person meetings can also be arranged if you prefer.
You’ll receive a tailored financial plan, a cashflow forecast, practical next steps and access to ongoing annual reviews. We’ll also help you with all the paperwork if you decided to go ahead with our recommendations.
We provide a full financial health check using CashCalc- our cashflow modelling tool, covering income, expenses, pension projection, investment projection, debts, and long-term wealth planning.
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