DNG Financial Services: Financial Planning Premium Plan
DNG Financial Services: Financial Planning Premium Plan
Elevate your financial strategy with our Premium Plan, designed for individuals and families who have already achieved homeownership and are ready to pursue intermediate financial goals. This comprehensive package offers tailored features to help grow wealth and secure a stable financial future, providing expert guidance every step of the way.
Receive personalised investment advice to optimise your portfolio and achieve long-term financial goals.
Plan for a comfortable retirement with a full “360 Financial Plan”, which includes a comprehensive Financial Health check, along with steps to improve your financial wellbeing and a regular review service to stay on track.
Stay on top of your finances with Online Access to our Client Portal.
Financial Planning Premium 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 Premium Plan is a one-time payment of €850. If that doesn’t suit, you can choose our monthly payment option of €75 per month for 12 months. There is no ongoing fee payable after year one.
The Premium Plan caters to homeowners and expanding families, offering advanced financial planning solutions. Enhancing your financial approach with personalised strategies, it adeptly addresses your changing requirements and ensures long-term security.
Along with all the benefits within the Essential plan, you will have a series of three online consultations with one of our Financial Planners, following which you will receive a comprehensive and personalised financial plan. There will be particular focus on retirement planning, protecting your family and household income, investment guidance, and debt overview.
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.