Whether you are just starting out or looking for expert guidance to elevate your future, our Eolas suite offers flexible, high-impact financial planning options tailored to your needs.
Book a complimentary discovery call with one of our financial planners today and we’ll help you select the plan that best fits your life stage or business goals.
View our Financial Planning and Advisory Options Below
Eolas Essentials
Ideal if you require an online or in-person consultation in our office to receive general advice on your personal finances.
✓ Once off consultation with a Certified Financial Planner
✓ Focus on your key financial concerns
✓ Post-meeting financial summary and recommendations
✓ Where applicable implementation of any recommendations
✓ A once off fee of €350 applies
Eolas Elevate
✓ Detailed financial planning and analysis on selected elements of your personal finances
✓ Bespoke guidance and support from Certified Financial Planning professionals on achieving your financial goals
✓ Detailed overview of your current financial situation, including your income, expenses, assets, and liabilities
✓ A clear visual timeline of your current and future financial situation
✓ Tailored financial planning report post meeting
✓ Where applicable implementation of any recommendations
✓ Fee based on time invested and agreed with you in advance of any work
Eolas Complete
Ideal if you are ready for comprehensive, personalised financial planning.
✓ In depth planning and analysis on your:
- Budgeting system,
- Income & Tax
- Life insurance & Protection Plans
- Savings & Investments
- Mortgages & Loans
- Retirement Planning & Pensions
- Planning for Older Age
✓ Detailed overview of your current financial situation including your incomes, expenses, assets and liabilities
✓ Bespoke guidance and support from Certified Financial Planning professionals on achieving your financial goals
✓ Open access to your financial planner and the advisory team
✓ A clear visual timeline of your current and future financial path mapped out
✓ Scenario planning for the “what ifs”
✓ Where applicable, implementation of any recommendations
✓ Completion of your annual tax returns
✓ Bespoke investment strategy tailored to your risk tolerance and time horizon
✓ In depth, tailored financial planning report
✓ Ongoing check-ins, progress-orientated approach
✓ Fee of €2,400 for a married couple / €1,800 for single person with the option to pay monthly over 2 years.
Eolas Corporate
Ideal for business owners who require strategic, high impact financial planning and wealth management guidance.
✓ Bespoke guidance and support from Certified Financial Planning professionals on achieving your financial goals
✓ Open access to the Eolas Money advisory team
✓ Advice on extracting wealth from your trading company
✓ Efficient use of investable assets within holding companies
✓ Protecting your company:
- Shareholder Agreements & Share Buy Back Insurance where applicable
- Key Person Insurance
✓ Protecting the Business Owner(s):
- Executive Income Protection
- Death in Service
- Health Insurance
✓ Engagement when required with your Accounting and Legal Advisors
✓ Download our Organisational Financial Planning flowchart here
✓ Fee based on time invested and agreed beforehand and invoiced to your business.
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
I am deeply grateful and would highly recommend Jim and the Eolas team for their expert advice and genuine care.”
P. Perkins, May 2025
“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.”
