What makes us different?
We put your life into financial planning

Rory passionately believes that Financial Life Planning is the most powerful way of helping you make the life changes you truly desire.

Rory Brazil ‘The Financial Planner’ is a Certified Financial Planner (CFP®). This is the world’s most widely respected financial planning designation.

Our promise to you is that this is a partnership. We are here to make sure that we are always working to meet your life goals for you and your loved ones.

Rory Brazil – The Financial Planner

Rory Brazil is a Certified Financial Planner® and Registered Life Planner®. To you this means that he will be helping you plan your future in a holistic way.

Using all of our Financial Planning expertise we have developed a package that ensures that you still get the very best value from us as Financial Planners. We guarantee that this service will always put your life into the Financial planning we do together.

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That’s why we put your life into your financial planning

Through our 5 step DREAM process we will help you put your future vision into the financial planning you do today future vision into the financial planning you do today.
Discover

Discover

finding what matters, where you are today, and where you want to be.

Realise

Realise

uncovering your priorities and helping you visualise your goals.

Everest

Everest

helping to overcome any issues and providing solutions.

Action

Action

creating the financial plan to get you there.

Mentorship

Mentorship

encouraging you and executing the plan together.

Meet all our client’s needs.

Our Partners

Aviva BCP Black Bee Cantor Conexim Zurich Royal London Friends First Standard Life Irish Life ITC New Ireland NCRF Wealth Options

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Financial Life Planning sessions can easily be conducted by / or in-person.

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