As Alternative Advisors, we provide a unique service that is broken down a 3-stage meeting process;
Stage 1 – The Life Planning Process:
Stage 2 – The Financial Planning Process:
We achieve this by using a confidential expenditure questionnaire which analyses your assets and liabilities and your current and future inflows/outflows. We then create your own detailed ‘Financial Bucket’ which gives you a visual overview of your financial situation.
Stage 3 – The Implementation Stage:
FIND US HERE
Diarmaid Blake and Lorna Egan
Money Maximising Advisors Limited
mmadvisors.ie
© 2020 Money Maximiser | Money Maximising Advisors Limited is regulated by the Central Bank of Ireland - C154250 | Privacy Policy