The Decision Review is the usual starting point. You can stop there, or carry on with a Roadmap or a retainer.
Your financial position and decisions, on one page
A focused session on your situation, goals and options. You receive an overview of what you own and where, and a written map of the decisions ahead, how they depend on one another, and where specialist expertise matters.
€595, fixed fee
One financial plan for your company, income and move
For when your company, income, residency and property are all in play at once. You receive one plan, with clear choices, priorities and who is responsible for each.
From €2,500
Independent perspective. Ongoing continuity.
An independent sounding board as your circumstances change, whether you are growing, stepping back, selling, preparing for retirement, buying property or planning how your estate passes on. You get continuity, and advisers who are aligned.
From €550 per month