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;
Our Meeting Process
Our meeting process predominantly compromises of 3 meetings
a. gathering the relevant data for your required pension/mortgage/investment calculations b. Find out your goal/requirements
In this meeting we go through all calculations/comparisons/shortfalls from the information gathered from meeting one and give recommendations on how to improve/enhance your finances
In this meeting we finalise the recommendations from the second meeting and go through finalise the detailed report that will be sent to you. We will also process any paperwork at this stage in relation to Pensions/Life Insurance/mortgages applications if required etc.
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.