Personalized Financial Guidance: One-to-One with the Money Doctors
Money Doctors zoom consultations
.Are you looking for expert financial advice ? Need a NCT check on your financial health ? Want to switch your mortgage, or perhaps you are a first time buyer ? Need to set up a pension plan – PRSAs, PRBs or ARFs especially, receive decent returns on your hard-earned money ? Would you welcome some expert, reliable, trustworthy and helpful advice regarding any aspect of your finances? Review your insurances ? Like to get to grips with better budgeting and planning ? All of these in the comfort of your own home and at a time to suit your schedules.
Money Doctors’ one-to-one ( or one-to-couples ) zoom consultation service has been designed to provide you with quick, easy and expert advice. Moreover, it costs as little as €65 for 20 minutes – just like a doctor.. First meetings generally take 40 minutes so € 130 but you will qualify for a complimentary signed Money Doctors 2022 ( RRP € 12.99 ) posted out to you after that first meeting BUT if you are looking to arrange a mortgage, pension, investment, insurance, there is NO CHARGE for execution-only products.
This is how it works:
FACT FIND – download editable pdf (Some users will not be able to edit because of their software/hardware and should print off and complete manually)
1. We ask you first of all to complete a simple ‘fact find’ questionnaire. This saves a lot of time at the consultation because before we speak we already have answers to most of the questions we are likely to ask plus it is a Central Bank of Ireland requirement to “know your customer”. To start the process, click on the top blue button to complete the Fact Find online .. simply press the “submit” button at the end of the form or here to download an editable pdf Fact Find form (or click the 2nd blue button above). You can complete the editable Fact Find and then save it WITH THE CHANGES to a folder on your preferred named document file. When you click back into this saved document you can then fully complete and simply press on the “SUBMIT” button at the end of the form – it will automatically attach to an email for firstname.lastname@example.org – all you have to do then is send. Or you can email us and we will email you the actual pdf form which you can complete and submit to us from the form itself.
2. We talk to you – zoom currently, but face to face in the office when allowed and if preferred – so that we can advise on your particular issues and share onscreen documents – you also will have a chance to ask any key questions you need answering.
3. Within 24 hours we send you a complete, comprehensive written report. This contains recommendations, solutions and a step-by-step action plan – all the back-up information you need.
Book one to one zoom consultation below
The ZOOM (online) consultation for your financial life strategy is charged at €65 per 20 minutes. Often an initial consolation may take 40 minutes but even so for €130 you are receiving the a complete financial plan. Moreover, although you can take further action yourself Money Doctors are available to provide back-up support if you want it. Indeed, there is no charge for ‘execution only’ requests (such as when you want some life or health cover, set up a pension or investment, take out a mortgage or deposit money with a financial institution whom we act as agent). SCHEDULE OF CHARGES FOR ONE TO ONE ZOOM CONSULTATIONS – FINANCIAL ADVICE The Money Doctors personal finance zoom consultation fee structure: – 20 minutes – €65 – 40 minutes – €130 – 1 hour – €195
Pay by PayPal or any credit card here or click here to book by form
Fees can be paid on the day by cheque or Debit/Credit Card or pre-paid with pay-pal or credit card online link above.
Providence Finance Services Limited trading as Money Doctors is regulated by the Central Bank of Ireland