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How does it work?
We have a chat when we can get to learn all about you and where you want to get to.
Here we will look at everything as no one financial decision should be looked at in isolation - everything contributes to your financial jigsaw.
We work our magic, taking this information we build detailed bespoke plans and analyse your finances in detail. We review everything from life cover, debt management, investment & pension strategies and much more.
We share our findings with you and together discuss next steps and the most efficient ways of implementing these. We are remunerated by the providers but use fair pricing to keep your fees down and your money working for you.
Its not just about a plan in the beginning but that the plan continues to work for you, especially as your needs change. At a minimum you have to service a car yearly - your financial plans also need regular review and someone keeping an eye on them!
What is important to you?
Your own home
Do you want to own your own home, perhaps its a bigger home you seek. By putting a plan in place you can map out what is possible and when and have clear direction as to how to achieve your goals.
A financial plan can be built around a career change, reduced hours, starting your own business etc., redundancy - anything really.
Your loved ones
Should you pass on from this world while you have people financially dependent on you, you can ensure that they still live the life that you would like for them and are also not left with any financial loose ends from you.
Your financial security
Life's path is never linear, curve balls come from many directions and will most likely always unnerve you. By building solid and complete plans you can be resilient against financial shocks.
Protect your lifestyle in the event of ill health and the resultant inability to work. If you are unwell the last thing you need to add to the list is financial worries.
Do you know that by directing some or all of your (pension) investment assets towards strategies with high Environmental, Social and Governance (ESG) principles that you can be part of the solution yet still enjoy returns in line with your investment preferences.
Our trusted partners
We work with the top life assurance companies in Ireland to provide a complete suite of financial solutions from life assurance/ life insurance, right through to savings, investments and pensions.
All of our clients' money passes directly between their own accounts and these large regulated financial partners.
Each of the providers who support pension and investment offer excellent world class choice, making world renowned fund managers accessible to our clients.
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SproutPlans is supported by the European Regional Development Fund, via:
SproutPlans has also received support from:
Featured on FinTech Ireland's Indigenous Map & Irish InsurTech Map
Local Enterprise Awards 2023 LEO South Dublin
Winner - One to Watch
Shortlist - Innovation & Tech
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