Financial Planning - Full Financial Plan
Financial Planning - Full Financial Plan
Our Full Financial 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.
A detailed review of income, spending,
assets, liabilities, pensions and protection
A written plan tailored to the client’s goals, priorities and life stage
Practical recommendations and next steps,
explained clearly
Full Financial Plan FAQ
Here are some of the most commonly asked questions when it comes to the Full Financial Plan, answered by our expert Advisors in DNG Financial Services.
Yes, the fee for our Full Financial Plan is a one-time payment of €850. This covers the full planning process, including analysis, preparation of your personalised plan and follow-up discussion..
The Full Financial Plan is a comprehensive, personalised financial roadmap designed to bring clarity and structure to your finances. It looks at your full financial picture and helps you mak informed decisions with confidence.
Your plan typically covers:
- Cashflow and budgeting analysis
- Pensions and retirement planning
- Protection planning (life cover, income protection, etc.)
- Savings and investment considerations (where appropriate)
- Clear priorities and recommended next steps
The scope is tailored to your individual circumstances and goals.
The process usually involves:
1. An initial planning meeting to understand your goals and current position
2. Detailed analysis and preparation of your personalised financial plan
3. A follow-up meeting to walk through the plan and answer any questions
You decide whether to proceed with the full plan after the initial meeting.
Yes.
Many clients come to us with existing pensions, savings or protection policies.
The Full Financial Plan reviews what you already have and helps ensure everything is aligned with your goals.
Yes.
You will receive a written, personalised financial plan outlining our analysis, recommendations and agreed priorities.
Where appropriate, the plan may include investment considerations or guidance, based on your goals, timeframe and risk profile.
Any investment recommendations are made in line with regulatory requirements and your individual circumstances.
No
After your plan is delivered, you can:
- Implement the recommendations at your own pace
- Ask us to help put recommendations in place
- Arrange future reviews as your circumstances change
The plan is designed to be a practical reference point, not a one-off document.
A Financial Planner helps bring structure, clarity and perspective to complex financial decisions.
Rather than reacting to individual issues, financial planning allows you to make decisions in the context of your overall goals and long-term position.
DNG Financial Services combines professional financial planning expertise with the scale and experience of the wider DNG Group.
We take a clear, structured and client-focused approach, helping you make informed decisions with confidence.
Start with a consultation, and decide from there.
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.