How do I do it?

I ensure you gain a deeper understanding of your financial situation and get a clear plan on what to do next.
  • Step 1: Let's talk

    Let’s talk by phone. This is a free, no-obligation chat to discuss your needs and to allow you to decide if I’m the right person for you.

  • Step 2: Let's meet

    If I can help you, we can arrange the first of our two face-to-face consultation meetings. Each meeting typically lasts two hours and will be held in my office in Naas Town Centre. This enables you to get away from your daily routine and focus on our discussion. I need you at your best so the meetings will usually be scheduled during standard office hours, Monday to Friday. My fixed fee for this service is €750.

  • Step 3: Get objective, independent advice

    In return for this investment of your time and money, you will gain a greater insight into your own goals and needs for your later years. If required, I will also produce an objective, independent report showing you how to get to where you want to be. I won’t bore you with the specific steps in my process; this is something we can discuss in detail at the appropriate time. Rest assured that it is proven to put a pragmatic plan in place to reflect your thoughts and fears, needs and goals.

  • And then...

    You are under no obligation to continue working with me. But if you do, you will set yourself on the most direct path to a calm and relaxed life.

“Bob’s expertise and advice was excellent and now we have peace of mind regarding our financial future.”
Corena, Naas

Act now. Benefit forever.