Begin by reviewing your income, expenses, and existing savings. This helps in creating a plan tailored to your unique financial needs and objectives.
Based on your assessment, we design a clear plan covering budgeting, savings, investments, and debt management to help achieve your goals efficiently.
Put your plan into action and monitor your progress regularly. Adjust your strategies as needed to stay on track and reach your financial objectives.
| Required documents | Financial Planning Service |
|---|---|
| Proof of income (salary slips, tax returns) | |
| Bank statements for last 3 months | |
| Existing loan or mortgage statements | |
| Identification document (passport, driving license) | |
| Proof of address (utility bill, council tax statement) |
Financial planning packages typically range between 12-60 months, with service fees from 1.5%-3% of the planned budget. Example: €10,000 planned over 24 months at 2% fee: Monthly contribution: €425; Total cost with fees: €10,480.
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Harvern Financial Ltd is a digital financial services platform. All financial products are subject to eligibility, affordability checks, and approval. Terms and conditions apply.
