Financial Planning: Essential Plan
Financial Planning: Essential Plan
Our Essential Plan is designed for those who are just starting their financial journey, looking for essential guidance, and those whose primary focus is preparing themselves to purchase their first home. With this plan, you'll gain access to fundamental financial tools and resources to help you establish a solid foundation.
Track your income and expenses effortlessly with user-friendly budgeting tools.
Meet digitally with a Financial Advisor to review your finances.
Visually see how your finances map out using our state-of-the-art Financial Planning Software. We will forecast your financial health including your expected retirement age.
Ensure your family's financial security with a comprehensive review of your insurance coverage.
Financial Planning Essential Plan FAQ
Here are some of the most commonly asked questions when it comes to Financial Planning, answered by our expert Advisors in DNG Financial Services.
Yes, the fee for our Essential Plan is a one-time payment of €400. If that doesn’t suit, you can choose our monthly payment option of €40 per month for 12 months. There is no ongoing fee payable after year one.
The Essential Plan is tailored for beginners embarking on their financial journey or those gearing up to buy their first home. Access essential tools and resources for building a strong financial foundation.
You will have an initial online consultation with one of our Financial Planners, you will access user-friendly budgeting tip & tools to help manage income and expenses, you will benefit from a comprehensive financial health check, including retirement forecasts, and ensure family security with thorough insurance reviews.
Engaging a personal Financial Planner ensures individualised strategies, informed decisions, and proactive planning to optimise finances. With our expertise, you gain clarity on financial goals, mitigate risks, and navigate complex markets, ultimately achieving long-term security and prosperity for you and your loved ones.
At DNG Financial Services, we offer personalised financial planning tailored to your needs. With expert advisors, comprehensive strategies, and a commitment to client success, we provide guidance on investments, retirement planning, and wealth management, ensuring a secure financial future for you and your family.
contact our Financial Planning Team
One of our expert Financial Planners will be in contact with you soon.
Why choose DNG fs?
Our People
Our team comprises seasoned and highly skilled professionals in financial services, poised to be your trusted financial partners.
Our Locations
Our Locations
With our extensive nationwide presence, we're uniquely positioned to serve clients across the Republic of Ireland.
Our Experience
To empower you with clear, structured wealth management strategies, guiding you toward financial independence through collaborative partnership.