Step 1: Book an appointment at your preferred time with our Managing Director John O’Driscoll

Step 2: Grab a cuppa and have a virtual chat via Zoom or Facetime 

(or whatever works best for you)

Step 3: Chat openly and honestly about your financial goals, fears and aspirations

Step 4: Complete your Financial Planning Questionnaire which will be emailed to you (this is fully encrypted and you will receive a unique Pin number to login and complete)

Step 5: Email your questionnaire back to us (that’s when the magic happens 😊)

Step 6: You will receive your bespoke financial plan complete with recommendations on how to achieve your financial goals.

Step 7: Have a follow up chat with our team who will discuss through the next steps on your journey to financial freedom

All of this for only €250