Let us help you on
Life’s Financial Journey
Life’s Financial Journey
Savings &
Investments
Financial
Planning
Tax Advice &
Returns
Redundancy
Consultations
Banking &
Budgeting
Personal
Protection
Retirement
Planning
Planning for
Older Age
So, what is Financial Wellbeing? In our view, it is when
You & Your Family have “Enough”:
Enough to
Fully meet Your current financial obligations
Enough to
Feel secure in Your ability to meet Your future financial obligations
Enough to
Have peace of mind when it comes to the “What Ifs” life brings
Enough to
Have the ability to make financial choices that allow You to enjoy Your life
Client Testimonials
“When I started my own business, the last thing on my mind was income protection. It just wasn’t on my radar and honestly, I thought I was too young to worry about long term illness! I was much more eager to spend on things that would directly support my business growth rather than insurance. Luckily, I had Eolas Money in my corner from the get go, helping me look after myself as well as my business, so I listened to their advice and set up a policy to cover myself. One year later I got a cancer diagnosis.
Illness and treatment are enough to cope with financial burdens on top. Having the comfort of a regular income means I can focus my energy on my health and wellbeing, and I’m certain that not having financial stress during this ordeal will support my recovery.”
N Murphy, Clonakilty, March 2024
“Fantastic budgeting advice and knowledge, and also rapid responses to any queries no matter how small. Frequent visits keeping us on track making our financial dilemmas and problems so much easier to tackle. Their support is invaluable during these difficult times, Many thanks Eolas!”
N & R Lee, Waterford
“Eolas Money provided our employees with confidential 1:1 consultations. The feedback was very positive and we would have no hesitation in recommending Eolas to other employers.”
Ciara Hughes, eBay
“We are incredibly grateful for the transformative impact of our two-year financial journey with you. This experience has shifted our mindset in three key areas of focus. Firstly, it has elevated our financial acumen to a new level of awareness, empowering us to confidently make financial decisions and eliminating unnecessary worry and indecisiveness.
Secondly, by leveraging what we were already doing and aligning it with an effective spending plan, we have found the perfect balance between living our lives and responsibly taking care of the future. This has been a game changer for us, providing immediate impact and serving us month after month.
Lastly, the guidance, mentorship, and processes provided for our business have been invaluable. The accessibility to support when needed most, and the gentle nudges along the way, have truly helped us navigate and grow our business.
On the whole, we’ve not only nurtured a successful company, but we’ve also built a relationship with yourself Jim and the team at Eolas Money, based on trust and understanding. We look forward to many more years of flourishing ahead.”
