We at Eolas Money are personal financial planning experts, whose primary aim is to ensure the achievement of our clients’ goals for their money. We act as the chief financial officers for your money, the trusted advisor you can turn to for advice on all of your financial requirements.
How we help:
we listen to you to learn about your past experience with money and to find out what you want to get from your money in the future.
we examine carefully the nature and value of every aspect of your current household income and expenditure, making sure they are in alignment with your objectives.
we prepare a comprehensive plan for your financial future, setting out the changes you need to consider making to improve your financial wellbeing and achieve your goals.
through ongoing, active management of your money, we implement the necessary changes for you to ensure that you get the most from your money and that you remain on track to achieve the goals you have set yourself.