Secure Your Financial Future with a Personalised Plan
We take a personalised approach to financial planning, ensuring you can protect your wealth, make informed decisions, and achieve long-term financial security. Let’s create a plan that works for you—book your free consultation today!
What is a Personal Financial Plan?
Are you in control of your financial future—or just hoping for the best?
A personal financial plan isn’t just about budgeting or saving—it’s about building lasting financial security and maximising your wealth with a clear, tailored strategy.
At Financial Planning Matters, we go beyond traditional financial advice. Our process helps you:
Understand your full financial picture – What’s working, what’s not, and what needs to change.
Define clear financial goals – Whether it’s buying a home, planning for retirement, or building wealth.
Create a step-by-step plan – A practical roadmap that aligns with your income, assets, and lifestyle.
Future-proof your finances – Ensure your money is working harder for you, not just sitting in a savings account.
A solid financial plan could be the difference between retiring at 55—or working until 70. Let’s take control of your future, starting today.
Why a Personal Financial Plan Matters
Stay on track with your goals – Homeownership, early retirement, or funding your child’s education. A plan keeps you focused.
Grow & protect your wealth – Ensure your money works harder for you through smart investments and tax-efficient strategies.
Maximise tax efficiency – Take advantage of government-approved tax savings to keep more of what you earn.
Be prepared for life’s surprises – Ensure you’re financially secure no matter what comes your way.
Your financial future won’t wait—let’s build a plan that works for you.
What’s Included in a Personal Financial Plan?
Your journey starts with a 30-minute Zoom consultation, where we’ll:
Evaluate Your Current Financial Standing – Identify strengths, risks, and opportunities.
Define Your Short & Long-Term Goals – From saving for a deposit to wealth building & retirement.
Provide a Full Financial Projection – Visualise your finances up to age 100, with real-time scenario planning.
Customised Investment & Pension Strategies – Make your money work smarter, not harder.
Mortgage Consultation & Review – Optimise savings or get expert support as a first-time buyer.
Insurance & Protection Assessment – Secure your family’s financial future against unexpected events.
We use real-time financial modelling to show you exactly where you stand today—and how to build the future you want.
Secure Your Financial Future with Expert Guidance
Your financial plan should be as unique as you are. Whether you're just starting out or refining your long-term strategy, we’re here to help you take control, build wealth, and secure your future with confidence.
Book your 30-minute Zoom consultation today and let’s build a financial plan that works for you.
Trusted Partnerships
We work with some of the top Insurance and Financial Investment companies in Ireland:
