Suite 17, The Cubes Offices, Beacon South Quarter Sandyford, Dublin 18, Ireland E: [email protected] T: +353 1 485 3305

Fees/ Charges

Initial Implementation Fees

  • Lifestyle Financial Plan – €1,800
  • Protection Business – Commission is paid by the product provider. You have the option of paying on a fee basis if you wish.
  • Pensions & Investments – The initial set up charge is 2% of the initial investment amount for lump sum payments or 10% of the first year’s premium for monthly payments. A reduced charge may be paid for larger cases. These fees are subject to a minimum payment of €500.
  • Mortgages – The cost for submitting a mortgage application is €300.
  • Deposits – commission is paid by the provider. It has no effect on the rate that you receive.
  • Annual Management Charge – For pensions and investments, we receive 0.5% of the annual management fee to cover ongoing advice. A reduced charge may be paid for larger cases.
  • Our hourly rate is €150 per hour.