Personal Mortgage Consultation Quote

Enter a new era of digital financial planning and achieve your financial goals.

GET your QUOTE

Please enable JavaScript in your browser to complete this form.
1Protection
2Employment
3Mortgage
4Savings
5Personal Details
What type of Mortgage are you looking for?
You can choose more than one option.

Mortgage Process

Step 1

Quote & Discovery

Our quote application will gather some vital information to help us understand your current situation and what you are looking for. This will include a review of your personal income, expenses, assets & liabilities alongside a comprehensive review of your current financial arrangements.

Step 2

Complete your application

Log In in our state-of-the-art online portal, upload your documents, while a Mortgage Advisor guides you all the way thought the steps and will help you to find the best product that will meet all your needs and requirements.

Step 3

get your Approval

All the process is online and you can track your process in the platform. We will provide you with an independent comparison of lenders and mortgage options available as well as manage the entire mortgage process from start to finish.

Step 4

Ongoing relationship

As part of our service offering, we will consistently review your plans in line with your financial goals in order to fully realise your business ambitions. This will involve regular engagement and we will be in regular contact to ensure your financial plan(s) are meeting your current requirements.

what our 12,000+ clients have to say

Put a lot of time and energy into resolving my complicated financial requirements. Top class committment and guidance throughout.
An indepth, practical understanding of the current financial market in Ireland and seems well positioned to advise any situation. I highly recommend getting in touch.
I just had the experience I wish I got with every company I deal with, exceeding expectations.
Now I have a better understanding of my finances and I'm able to save more money and plan for the future. She also advised on having a children's savings plan to save for my child’s college education.
Previous slide
Next slide

how we can help you

Assess all areas of your finances

And assess areas for potential improvement to help you make data-driven decisions. Pinpointing areas of strength or weakness in your personal finances and business operations.

Discover your goals

We will discuss your personal goals and business’ goals and visually display them on your personal and business roadmap. This will also incorporate external factors such as inflation, income raises and interest rates. We can also present “what if” scenarios and the effect it has on your business financially. 

Create a plan

After we assess your finances we will propose experienced smart data-driven solutions to help you achieve your goals within the agreed timeframe. 

Regular reviews

Financial planning is a life-long process. Reviewing the actions recommended in your plan should take place regularly and in the event of change of income, assets, business or family circumstances. This is something we will be facilitating through our service offering.

Protection Package

Having a comprehensive protection package ensures peace of mind by safeguarding you and your loved ones, shielding against unforeseen expenses throughout your lifetime.

Mortgage Assistance

As an experienced mortgage intermediary, we can help you on all things mortgage-related, including government schemes, designed to help you acquire your dream home. We will provide you with an independent comparison of lenders and mortgage options available as well as manage the entire mortgage process from start to finish.

financial goals

Our #1 goal is helping you to achieve yours.

We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.

Our team of award winning professionals take a personalized and holistic approach to Financial Planning and Wealth Management. We work closely with you to create a tailored financial plan that meets your unique needs and objectives.