"Here to help!"
Impartial Financial Advice

More Wealth, More Life, More Choice.

Expert Financial Advice

With over 20 years of experience we'll ensure
you always get the best guidance

"Here to help!"
Free 6 Day Financial Freedom

Email Course.

You’re unique. So are we

You want to know that whoever is looking after you & your families best interests is qualified to do so, is competent to do so, and has years, of experience.

Your life, Imagined
& Videos

Our focus is on you and what you want to achieve in life. Money is merely the fuel to ensure that your personal aspirations can be met in full and on time.

Who We Are

Plan Review is a financial brokerage unlike any other. We like it that way.

Review Service

At Planreiew we will carry out a full review of current situation & policies!

What We Do


Financial Planning & Coaching.
Our mission is to help you make smart choices with your money giving you more time to enjoy life, reassured by the peace of mind and clarity we’ll give you over your financial future at different life stages.

More Wealth, More Life, More Choice.


3 times the Savings

Those who have a Financial Broker have nearly 3 times the savings and investments than those who don’t.

Happy clients

Assurers

% Client Satisfaction

Every € counts - Costs matter so ignore them at your peril.
Imagine investing a lump sum of €1 million for 20 years where the cost-free rate of return is 7% a year. Imagine again that there are then three further options open to you:
-> Investment 1 carries a cost of 1.0% a year.
-> Investment 2 carries a cost of 2.5% a year.
-> Investment 3 carries a cost of 3.5% a year.

The problem is that you don’t know what these costs are when you invest your €1,000,000. They are withheld from public view. At the end of the 20 years this is what you would get:
-> Investment 1 €3,207,134
-> Investment 2 €2,411,712
-> Investment 3 €1,989,787

 

Happy Clients

Assurers

% Client Satisfaction

100% Satisfaction!
Life is not all about the money, there are seldom more important aspects in life other than enhancing the lives of you and your family. Our focus is on you and what you want to achieve in life. Money is merely the fuel to ensure that your personal aspirations can be met in full and on time.

Happy Clients

Assurers

% Client Satisfaction

Doing the right thing, at the right time..

Roy Keane once famously said that 'Failing to Plan, is Planning to Fail'. Most of us would agree, but because of the pressure of modern day life, most are just too busy getting on with the day to day and don't have the time or resource to see it through.

Without a plan, it’s difficult to achieve much. Even a simple road trip requires planning; fill the car with petrol, decide where to stop for rest breaks, make sure the breakdown service company's number is to hand. Although obvious, it still has to be planned beforehand. But how much forethought do we put into our financial life? Let us doing the heavy lifting leaving you time to do what you do best.

We don't just give you a plan, we 'Stay on the Pitch' helping you implement the plan.

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Who We Help

Retirement Planning, Business Planning, Family Planning, Divorcee, Widow, Financial Planning plus banking & budgeting review.


 

Kevin O’Neill TA Plan Review is regulated by the Central Bank of Ireland.