Financial Planning & Wealth Management for Business Owners

Advisor Trio

At Eolas Money, we want to help you make the correct financial planning decisions for you, your family and your business, now and into the future.

As an established Financial Planning & Wealth Management practice, Eolas Money has worked with business owners for well over a decade to craft and implement robust financial plans and business strategies to enhance their overall financial wellbeing and to maximise the transfer of business wealth into personal wealth tax efficiently over time.

We work with you to better understand your past financial decisions, your current financial position, your motivations and your goals for the future. We then invest our time and experience in researching you and your specific requirements and then present our findings about your financial future using our interactive cash flow modelling software.

Our role is to compliment the work being undertaken by your professional advisory team and to be a trusted partner with your goals, dreams and aspirations at the core of all advice delivered by us to you!

DownloadOrganisational Financial Planning Brochure