Welcome to One Plan Financial: Your Trusted Financial Partners in Cork

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At One Plan Financial, we believe that financial peace of mind is within everyone's reach. As dedicated financial planners located in the heart of Cork, we are your local partners on the journey towards securing your future and protecting what matters most. Whether you're an ambitious employee aiming to maximize your wealth or a visionary business owner looking for guidance, we are here to provide you with expert advice tailored to your unique aspirations.

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Our Mission: 

Our mission is to empower individuals and business owners with the knowledge, strategies, and insights they need to make informed financial choices. We understand that your financial needs are as distinct as your fingerprint, which is why we offer personalized solutions that resonate with your goals.

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Why Choose Us:

What sets us apart is our unwavering commitment to your financial well-being. Our team consists of seasoned financial experts who are genuinely dedicated to your success. We take the time to listen, to understand your aspirations, and to craft a roadmap that aligns with your dreams. Whether you're seeking advice on investment planning, retirement strategies, or safeguarding your loved ones' future, we're here to provide clear, actionable guidance.

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Who We Serve:

Our services cater to a diverse clientele, from diligent employees to enterprising business owners, all seeking a brighter financial future. If you're looking to optimize your earnings, protect your assets, and ensure that your loved ones are well taken care of, you've come to the right place. At One Plan Financial, we are more than financial planners – we are your partners, here to support and guide you through every financial milestone

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Why do you need a Financial Plan?

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‘A financial goal without a plan is just a wish’.  If you wonder where your money has gone at the end of the month, wonder if your savings could be working harder, wonder what retirement will look like and how you can prepare, then you could benefit from a financial plan.

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We offer a Holistic Financial Planning service which looks at all areas of your finances, before creating a plan for your money.  We look at where you are today, where you want to be and then make a plan to get there.

 

What you will gain from a consultation:

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• Clarity around your financial goals and how to reach them.

• Understanding of your current cover and what you really need.

• Advice on your pension and how retirement looks so far.

• Guidance around how to make the most of your savings.

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