Your Informed Decisions MasterPlan™ (tax-deductible)
If you are looking for clarity and independent guidance on major financial decisions, this first step will be perfect solution to your problems.
what you get
- A highly personal strategy, where you feel in control of your financial future
- Expert analysis of your current financial structure, investments and plans
- Detailed cash flow forecast based on where you are right now, and where you want to be in the future
- Investment research and portfolio design to give you confidence in our decisions
- A personally crafted strategy to protect and grow your savings & retirement income
- Elegantly designed and proven investment and pension portfolio proposals
- Our expertise to implement the best investment and pension structures for you on the Informed Decisions platform
Clients tell us this is one of the most worthwhile exercises they have ever done regarding their finances, ever!
The fee for the Informed Decisions MasterPlan™ of €3,950 is a tax-deductible business expense and includes us carefully establishing your new investment and pension structures.
When you subsequently invest with us, we support you into the future via the MasterPlan™ Maintain Programme.
I'm time poor & distrustful of the usual financial advice channels. Since working with Paddy and Informed Decisions, I know that my future is safe with his steady hand on the tiller and therefore, I can't recommend him highly enough.
Working with Paddy and Informed Decisions assures us that we are doing the right things at the right times. The service we get is personal and accurate, and importantly it’s very good value for money