As with all businesses we do charge a consultation fee for out time. To find out whether we might be able to help or not we ask that you book first with our complimentary chat and then from there we can assess if we are able to assist you or not. The following is a list of our standard charges.
Investment & Savings Consultation:
Make your money work smarter and earn more money for you by placing it in an investment fund that matches your risk appetite to grow over time. There is a fee of €150 in respect of a 1 hour consultation with an advisor.
Fund your retirement in the most tax-efficient manner with a consultation from our team, we’ll review your pension or start one up to fund your lifestyle when work stops. There is a fee of €150 in respect of a 1 hour consultation with an advisor.
Redundancy Financial Review:
Faced with a redundancy situation and don’t know your financial options. We can assist with these choices. There is a fee of €150 in respect of a 1 hour consultation with an advisor.
If you have or need a mortgage, with a 99% success rate, we will get you the most competitive rate in the market for your circumstances so that you pay less to the bank and get more for your own back pocket. There is a fee of €150 in respect of the initial mortgage consultation with the client.
There is a subsequent €150 due in respect of the assessment and application stage for a mortgage if you proceed. This relates to a standard mortgage. It is important to note that if your mortgage is non-standard you will be kept advised on an ongoing basis of the complications and where necessary the change in fees due. Note – non standard mortgages applications may include previous credit history issues, title issues, separation/marital cases, complicated sole trader/limited company cases, excessive contact with your legal or valuation expert as a sample.
General Financial Consultancy:
A private consultation on your own or with a partner to deep dive your current finances, set objectives and create a clear financial plan where you’re in control and to set you on the path to achieve your financial goals. There is a fee of €250 in respect of a 1 hour general overview financial consultation with an advisor.
Income, life or mortgage…it can get very confusing. We’ll determine the right level of cover and the policies you need to protect what’s most important to you and your family. There is a fee of €150 in respect of a 1 hour consultation with an advisor.
Oaktree Accounting & Taxation can provide you with a quote in relation to any tax work which is required by you.