The Metis LifePlan, Your Financial Roadmap, Tailored to You
No two people are the same, and no two Metis LifePlans are either. Our approach is grounded in evidence-based financial planning, combining real-world insight with data-driven tools to create a clear, personalised strategy for your life. Designed around your values and ambitions, the Metis LifePlan helps you make confident decisions today while preparing for whatever lies ahead.
It’s not a generic document, it’s a bespoke roadmap that shows exactly where you stand now, where you want to go and how to get there with clarity and confidence.
From the very first conversation, our process is focused on getting to know you and understanding what matters most. The Metis LifePlan is shaped around six defined steps, guiding you through a clear and proven approach that delivers long-term financial confidence.
- Life-Centred Discovery: We begin by learning about you, your family and your goals.
- Objective Planning: We use our expertise and evidence to build a clear, structured plan that avoids emotional decision-making.
- Organised Delivery: We present your plan clearly, including lifetime cashflow modelling and strategic insights.
- Informed Recommendations: We outline your best options and explain what each means for your future.
- Accountable Implementation: We help put your plan into action, handling the details and supporting you every step of the way.
- Ongoing Reviews: We meet with you regularly to adjust your plan so it always reflects your life and your goals.
Built on Partnership, Evolved Over Time
Your Metis LifePlan is not a one-off report. It is the start of an ongoing partnership. We do not walk away once your plan is delivered. We stay by your side, putting the agreed strategy in place and working with you over time to ensure your financial plan evolves with your life.
Your goals may shift, your priorities may change and markets may fluctuate, but with Metis Ireland, you will always have a clear path forward and a dedicated team to guide you.
Financial planning should be clear in every way, especially when it comes to fees. At your first meeting with Metis Ireland, which is complimentary, we will outline the fee structure based on your individual needs. This will always be explained and confirmed in writing, with no surprises along the way.
As a guide, a full financial planning service may include a fixed planning fee, an implementation fee based on your portfolio and an annual service fee. If we receive commission from a product provider, this may be used to offset part of your overall cost.