Your Initial Consultation
Who, What, Where, When and Why. Below, we seek to give you an indication as to whether or not Chartered Capital are the financial planning firm for you…
Who?
How Do I Know If I’m a Good Fit?
We are financial planning experts and provide the greatest value to:
Business owners who are concerned about the high level of tax that they are paying and/or have concerns about how they might exit your business in a tax efficient manner in the future.
Professionals with an income in excess of €100,000p.a. and/or total investable assets in excess of €300,000, yet find themselves asking questions like “we have a good income, why don’t we feel more financially comfortable?
Irish expats currently working abroad but expect to return to Ireland in the future and would like to work with someone based in Ireland who can provide you with a wealth accumulation strategy tailored to their needs.
What?
An initial 15-minute informal discussion to learn about you and your circumstances to see if we, at Chartered Capital, might be a good fit for you at this time. At the end of this call, we will make a mutual decision as to whether or not there is merit in proceeding with a more detailed face to face conversation (either in person or over a virtual coffee, through Zoom), about your financial goals and aspirations.
This initial call is entirely at our complementary. If for some reason we believe that we are not a good fit for you or your circumstances, we will happily point you in the direction whom we feel might be better placed to help you.
Where?
For the purpose of this initial discussion, a phone call or Zoom video call will generally suffice but an in person meeting can be arranged.
In person meetings take place at our offices at 53 Kenyon St, Nenagh, Co. Tipperary E45 XY81
When?
That’s up to you! Please pick a time that works best from you from the online calendar below;
Why?
No Cost or Obligation
We want you to know exactly how we can help before you pay us a single euro.
3 Big Answers
Our conversation may be the starting point to address 3 Big Questions about your financial future.
15-Minute Call
Your time is valuable. We won’t waste it. If we can help you, we will. If we can’t, we’ll do our best to point you in the direction of someone who can.
