Category: Financial Planning

Helping you on Life's Financial Journey

Financial Planning for Business Owners

At Eolas Money, we want to help business owners make the correct financial planning decisions for themselves, their families & their businesses, now and into the future. As an established Financial Planning practice, Eolas Money has worked with business owners for well over a decade to craft and implement robust financial plans and business strategies…
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2020’s “Smoking Quitters” Could be in Line for Big Savings in 2021!

Sticking to your no smoking New Year’s resolution may save you thousands on life cover Figures show smokers pay double on life insurance premiums January is a time when many smokers make it their New Year’s resolution to give up smoking once and for all. After the expense of Christmas, it may come as welcome…
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Connecting Employees & their Pensions

Eolas Money are delighted to provide our SME clients with a digitalised pension platform allowing their employees access to real time information on their pension plan via their mobile app, tablet or laptop.  Key Features of our digital Pensions platform allows members to: Immediately view their personalised pensions account via their mobile app, tablet or…
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State Pension Age stays at age 66

As had already been announced by Government, legislation was passed to keep the State Pension age at 66. There is now no provisions in legislation to trigger a future increase of the State Pension age to 67 from 01/01/2021 and to 68 from 01/01/2028.   New legislation will need to be passed if the State…
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University Savings

Planning for Your Children’s Future

Most parents dream of giving their children the best possible education and future. Whether this dream includes university, college or a technical school, one thing is for certain: education certainly isn’t free. The cost of education is rising annually and it is therefore vitally important that if you want to be able to afford to…
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Retirement Planning for Company Owners/Directors

It’s coming towards the end of the calendar year and for lots of businesses, the end of their financial year also. If you are a company owner or director, you have substantial scope to extract cash reserves from your company and turn these reserves into personal wealth via retirement planning.. specifically, Executive Retirement Planning. What…
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Catching up with Clients

We have enjoyed a busy few days catching up with our clients online. While our phones are charged and turned on, these online meetings provide great client reassurance as we can update their financial plans, discuss new financial goals and see how any changes will impact on their future financial journey through the use of…
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Financial impact of serious illness

What if I get a serious illness?

We were asked the following question recently by a client in his mid 40’s – “what are the chances of me getting a serious illness versus dieing”. Well the attached info graphic explains the answer very well for him. A male is 4 times more likely to suffer a serious illness before the age of…
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What is Financial Wellbeing?

In all our financial wellbeing seminars and in the work we undertake for our clients, we discuss the importance of achieving a sense of financial wellbeing. So what is Financial Wellbeing? In our view, it’s a financial position where you and your family: Can fully meet your current financial obligations, Can feel secure in your…
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What are the consequences if you miss a Premium for your Protection policy?

In these unprecedented times we are all being advised to ‘manage our cashflow’ and cut back on unnecessary expenditure in order to get through this crisis. Some queries we have received in recent weeks relates to the consequences of not paying your monthly life assurance or serious illness premiums. Life insurance companies recognise that these…
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