Financial Planning - Ultimate Plan
Financial Planning - Ultimate Plan
Our Ultimate Plan is the premier financial planning experience, providing you with unrestricted access to a wide range of premium features and personalised support. This plan is ideal for high-net-worth individuals, business owners, and those with complex financial portfolios.
Optimise your tax strategy and secure your legacy with expert advice and estate planning services.
Our Client Services Team will provide you with updates on all of your accounts with DNG Financial Services every 3 months.
Enjoy unrivalled access to our team of financial experts, along with an in-person meeting per calendar year on the anniversary of your financial plan.
Financial Planning Ultimate 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 Ultimate Plan is a one-time payment of €1,500. If that doesn’t suit, you can choose our monthly payment option of €135 per month for 12 months. There is no ongoing fee payable after year one.
The Ultimate Plan is a financial planning experience designed for high net-worth individuals, business owners, and those with complex financial portfolios. Enhancing your financial approach with personalised strategies, it adeptly addresses your changing requirements and ensures long-term security. You will have unrivalled access to your Financial Planner throughout the financial planning process and beyond.
Along with all the benefits within the Premium plan, you will meet your dedicated Financial Planner in-person, 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, portfolio review, 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.
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
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.