Personal Financial Advice

Financial advice for all
Call 01 853 2727

Budgeting & saving

Achieve home ownership

Plan your retirement

Income to wealth strategies

Personal Financial Advice

Whether you are planning to buy a house, pay your bills, or even plan for your retirement, managing your money is important. The sooner you start planning your finances, the better it is. Getting financial advice from a professional is a great way of laying out your goals and finding a way to reach them.

Our financial advisors give you a financial plan to follow and guide you along the way. Thanks to greenway’s financial advice you will have a clear understanding of your financial situation. This will give you have all the tools to live a secure and stable life. 

If you want a full lifetime plan financial plan or simply advice on a particular issue, our financial advisors are here to help. These issues can include budgeting, investments, savings,  examining current pension provision, inheritance issues and planning for retirement.

How Financial plans work

"

Initial Zoom Call

You have an initial zoom call with one of our qualified financial advisors. This is so we fully understand your situation.

"

What your plan will cover

Your advisor will prepare a list of what your plan will cover and the questions we will answer.

"

Paperwork

Your advisor may ask you for information regarding your income, expenditure, assets, debts and retirement income.

"

Your Plan

We will prepare a personal financial plan built around achieving your goals

"

Meeting

After you have had a chance to review your plan, we will hold another zoom meeting. This is so you can ask any questions, we can discuss your plan and our conclusions.

N

Conclusion

Based on the results of the previous meeting we may make adjustments to your plan and adjust conclusions.

$

initial zoom call

You have an initial zoom call with one of our qualified financial advisors. This is so we fully understand your situation.

$

What plans cover

Your advisor will prepare a list of what your plan will cover and the questions we will answer.

"

Paperwork needed

We’ll need information on your income, expenditure, assets, debts;

N

Conclusions

Based on the results of the previous meeting we may make adjustments to your plan and adjust conclusions.

#

Pension Running

Once you have reviewed your plan, we will have a zoom meeting. We will discuss your plan and you can ask any questions.

#

Your plan

We will prepare a personal financial plan built around achieving your goals

OUR APPROACH

Our financial plans are custom made for each individual or couple. We make sure that all your needs are taken into account. The objective is to improve your financial situation. With more than 40 years of experience, we guarantee you relevant and sustainable advice. All of our recommendations are realistic and will allow you to be financially independent even in an emergency.

Saving money every month can be a challenge. Whether it is for your retirement, your mortgage or your children, having some money aside is essential. This is why our financial advisors are there to help you take control of your finances. Through our personal financial advice, we work with you to build a plan that preserves your wealth, your resources, your income, and the lifestyle of your family.

Our full financial plan is there to support you in the short term and for a lifetime. Our high-quality financial plan allows you to predict how your finances will look in 1 year as well as in 10 years. Thanks to this plan, you will understand how to use your money smartly while still enjoying life. Choose our full financial plan now and make your dreams come true.

Book your free financial advice session now

Step 1: Contact Us

Contact us by phone at 01 853 2727. You can also book a consultation here.

Step 2: Information

Our advisors will take some information about your situation from you.

Step 3: Advice

We offer you fair and balanced advice about how to achieve your goals.

Book your call now

Start your financial journey.

Common financial advice questions
Hidden Toggle

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

When Should You Get Financial Advice?

When you have a big decision to make, or your life is changing, there’s a lot of information for you to look at before you can make that change.

Should you save, or invest your money?
What are your mortgage options?
Which insurance is right for you?
Big life changes, like weddings and starting a family
Looking after and planning for your retirement
Planning your long-term saving and budgeting

Who Needs Financial Advice?

Everyone. Whether you’re sorting out your Mortgage Protection at the last minute, or you want a full review of your current situation, being able to ask an impartial expert makes a difference.

How Does Financial Advice Work?

When two options look extremely similar, financial advice you can trust will allow you to make the best decision for yourself.

Emma needs life insurance. She’s gotten three quotes, and they all cost roughly the same. How does she choose? She’s tempted to go for the cheapest, because it’s hard to know what the difference is.

This is where financial advice helps.

Emma’s financial advisor knows all these products well, and asks her a few extra questions. Her financial advisor is able to tell her the difference between those insurance policies, and how they affect her.

The choice is still completely up to Emma, and she decides to go for the second cheapest policy, because it gives a funeral payment. Her father died two years ago, and her mother had to take out a credit union loan for the funeral costs. Emma doesn’t want her family to go through that, and the difference in price was minimal.

Being asked a couple of extra questions allowed Emma’s advisor to understand her situation better. Now Emma has a policy that fits her circumstances, due to the financial advice she received.

How much does financial advice cost?

Your initial call is free of charge. If our services can help you, we will inform you of what the full charge will be in advance.

Most of our personal financial plans for the average household are €390.00.

What will i need to get my financial plan?
Your advisor will provide you with a list of what is required.

Generally, we look for bank account statements, annual & monthly costs, pensions statement and other information related to your personal query.