Services

Fees for consultations, advice and services may not be applicable where MOJO Finance receives commission from a product provider which covers our costs. Here, a need must be established and agreed for a suitable product solution.

General
Consultation

€150

Investments & Savings Initial Consultation

€150

Pensions & Retirement Initial
Consultation

€150

Insurance & Protection Initial Consultation

€150

Business
Owner Initial
Consultation

€150

Employee
Benefits Initial Consultation

€150

Financial
Planning
Lite

€500

Financial
Planning
Elite

€1,250

Initial Consultation

Our Initial Consultation service requires payment of €150 in advance and is suitable for clients who have not booked any of our other services. 

 

This service is suitable for clients who want a general conversation about their financial situation and wish to determine whether MOJO Finance is a good fit for their purposes.


This will provide MOJO Finance with the opportunity to learn more about the client’s particular circumstances and to explain where we can add value and what are the next steps. 

 

Where we feel that we are not best placed to serve your interests we will guide you to the most suitable course of action. 

 

Initial Consultations are also suitable for clients who want simple advice and a recommended course of action.


Also, the service is appropriate for clients who may have pre-determined that they require an insurance, pension or investment product solution.


They engage MOJO Finance to:

Investments & Savings Consultation

Step 1 Discovery meeting. In person or Zoom Call or phone for 60 mins

Step 2 Report containing Options & Recommendations for client review

Step 3 Follow up call to discuss Options, Recommendations & Next Steps 30 mins.

Step 4 Implementation of Product where Needed and Agreed

Step 5 Ongoing Advice & Support option

Pensions & Retirement Consultation

Step 1 Discovery meeting. In person or Zoom Call or phone for 60 mins

Step 2 Report containing Options & Recommendations for client review  

Step 3 Follow up call to discuss Options, Recommendations & Next Steps. 30 mins.

Step 4 Implementation of Product where Needed and Agreed

Step 5 Ongoing Advice & Support option

Insurance & Protection Consultation

Step 1 Discovery meeting. In person or Zoom Call or phone for 60 mins

Step 2 Report containing Options & Recommendations for client review  

Step 3 Follow up call to discuss Options, Recommendations & Next Steps. 30 mins.

Step 4 Implementation of Product where Needed and Agreed

Step 5 Ongoing Advice & Support option

Business Owners Consultation

Step 1 Discovery meeting. In person or Zoom Call or phone for 90 mins

Step 2 Report containing Options & Recommendations for client review

Step 3 Follow up call to discuss Options, Recommendations & Next Steps. 30 mins.

Step 4 Implementation of Product where Needed and Agreed

Step 5 Ongoing Advice & Support option

Employee Benefits Consultation

Step 1 Discovery meeting. In person or Zoom Call or phone for 90 mins

Step 2 Report containing Options & Recommendations for client review 

Step 3 Follow up call to discuss Options, Recommendations & Next Steps. 30 mins

Step 4 Implementation of Product where Needed and Agreed

Step 5 Ongoing Advice & Support option

Financial Planning Lite

Step 1 Discovery meeting. In person or Zoom Call or phone for 90 mins

Step 2 Report containing Options & Recommendations for client review  

Step 3 Follow up call to discuss Options, Recommendations & Next Steps. 30 mins.

Step 4 Implementation of Product where Needed and Agreed

Step 5 Ongoing Advice & Support option

Financial Planning Elite

The process will take as many meetings and correspondences until both parties are happy that the financial plan is clear, achievable and implementable.

The general process is as follows:

Step 1 Introductory Call. MOJO will highlight homework needed from client. 30 mins.

Step 2 Discovery meeting. In person or Zoom Call or phone call for 90 mins.

Step 3 In person/Zoom call Presentation of Financial Plan for Discussion. 90 mins.

Step 4 Finalisation of Financial Plan with Options, Recommendations & Next Steps. 30 mins.

Step 5 Implementation of Action Points within Financial Plan. 

Step 6 Ongoing Support option through life of financial plan.