Consultation With Paul
Consultations with Paul at Ask About Wealth are fee-only. We are not product sellers. Most advisors offer a 'free consultation' because their income is derived from the products they sell you.
Testimonials can be read here.
Paul offers unparalleled expertise in tax saving, wealth creation, inheritance planning, and extracting money from your company.
We understand €725 + VAT is a significant price tag, but for this, you'll have a personal consultation with Paul Overy to minimise taxes, maximise your earnings, secure your legacy, and build a prosperous future with strategies designed specifically for high-income individuals.
When we say hourly, we mean hourly. Period. Most of Ireland's advisors and planners collect asset management fees as their primary form of compensation for advice, meaning they are not impartial.
Is this suitable for you?
No two situations are the same - however company owners and directors, high earners or those who hold or stand to inherit or pass down wealth often are from our experience, often making significant mistakes at a significant cost.
Is this suitable for me?
If one of these things apply:
→ PAYE worker earning >€100,000 or
→ Business owner with >€100,000 in turnover or
→ Have €500,000 in investable assets or
→ Have a windfall €500,000 inheritance in the pipeline.
What do you get?
→ Financial Health Review
→ Identify significant bespoke tax savings areas
→ Identify inheritance tax structures (if required)
→ Wealth accumulation and protection guidance
→ Identify bespoke investment opportunities
What will happen after?
→ We will email you and arrange a time to speak.
→ During the call we will focus on the key topics you'd like covered.
→ We will offer specific and tactical tactics you can employ immediately (see below)
→ We will follow up with notes from the call and make introductions to professionals if they're required.
What do I need to prepare for the consultation?
We often get asked this question, but on checkout we only ask: "What are you hoping to achieve?".
This is because people often have a preconceived notion of what options and opportunities are available to them. So our advice is that coming into the call, you should have: 1. All your key numbers to mind and 2. A broad financial objective in mind. Paul will guide the meeting from there.
Paul €725 + VAT