Online Consultations

We provide personal Consultations and comprehensive Financial Plans specifically tailored to your financial needs and requirements

These consultations can be both in person or online (via zoom). The topics covered in our consultation are determined by the client. Areas that we can cover in our consultation can include analysis of some or all of the following, depending on your preferences;

Money Management

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  • 12-month budget plans
  • 25-year cashflow forecasts
  • Business Cashflow management

Pension Planning Public Sector

  • Calculating your pension calculations
  • AVC Requirements
  • Last Minute AVCs

Protection Planning

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  • Life Insurance
  • Serious illness
  • Income protection

Pension Planning Private Sector

  • Pension calculations
  • Pension transfer options from Previous Employments
  • Income protection
    • Defined Benefit
    • Defined Contribution
    • Overseas Pensions

Saving and Investment Advice

  • Children’s Education savings
  • Inheritance Tax Savings Plans
  • Regular Savings
  • Lump sum investments
  • Corporate Investments
  • Capital Protected investments and Bonds
  • Stocks and Share dealing

Mortgage Advice

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  • First time buyers
  • Switchers
  • Loan Consolidation
  • Equity Release
  • Ex-Pat Mortgages
  • Buy to Let Mortgages

Net Worth Analysis/Statement

Redundancy Advice

Inheritance Tax Planning Advice

Our Meeting Process

Our meeting process predominantly compromises of 3 meetings

1. Data Capture Meeting
2. Analysis and Findings Meeting
3. Implementation Meeting

Fees/Charges for meeting and Reports

The first Data Capture Meeting is always Free of charge
Meeting after this (if required) – €100 per hour
All Specific Reports – €250
A Full Detailed Financial Reports covering all areas mentioned above – €500

Please note that all fees and charges for meeting/reports must be agreed by you before they are incurred or due for payment.

Get in touch for ONLINE CONSULTATIONS tailor - Made for you

Planning Your Financial Future The Expert Way

When it comes to financial planning & investments, there is no “one-size-fits-all” approach. That’s why at MMA, our award-winning financial advisors offer tailor-made financial advisory service that is specific to your own financial wellbeing and goals.

Plan Your Spending And Saving

Planning your spendings in a way so that you can save and planing the savings to build your wealth as efficiently as possible

Strategise Your Retirement

Paving the way for your dream retirement by boosting your existing pension, or merging different pension pots into a single, high-return one

Meet Your Investment Goals

Whatever you financial goal, our expert financial advisors can help assess what is realistically possible and plan with you to help achieve it