Financial Wellbeing – Eolas Money

Category: Financial Wellbeing

Helping you on Life's Financial Journey

Succession Planning for Business Owners

It is inevitable but at a certain time in a business’s lifecycle and as people approach a certain age, the business and the business owners must begin to plan for their exit from the business. Organising a successful exit from your business is a process, and one that needs to be planned carefully, whether you…
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Overpay Your Mortgage or Invest – Is there a simple Yes or No answer & which is better?

As everybody knows at this stage, interest rates on mortgages have shot up recently, especially for those previously fortunate enough to be on Tracker rates. While this may well be the first such increase for many borrowers in well over 10 years, all the indications from the most recent ECB meeting is that further increases…
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The Value of Financial Advice

In May 2021, Brokers Ireland commissioned iReach to conduct consumer research in relation to the value of financial advice. The research was nationally representative by age, gender, region, and socioeconomic status. It provides insights into savings/ investments, pensions, financial security, and the role of financial advisors. Using a Financial Advisor:  From those surveyed, 37% had…
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Eolas Money Providing Greater Engagement Options for Members of Company Pension Schemes:

Research has shown that members achieve greater success and retirement fund outcomes when regular engagement is undertaken between the member and their retirement planning advisors. Therefore, Eolas Money has introduced our Eolas Engage App so that members don’t need to wait until their annual review meeting to take any actions or pose question to us…
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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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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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Eolas Money Team

An Update from Eolas Money

We hope this finds you and your families keeping well despite the evolving situation regarding the Covid-19 virus and it’s impact on all strands of society and economic life in Ireland. Given this uncertainty, we felt it might be useful to share some of our thoughts on what’s happening at the moment and what that might mean for…
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Financial Wellbeing Service in ESB

It was a pleasure to meet with Cork & Kerry staff of ESB Networks over 2 days and deliver Financial Wellbeing initiatives as part of their in service training days. 1:2:1 employee clinics are always very well received as staff get the opportunity to discuss personal topics within these confidential clinics. If you are contemplating…
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Personal Savings

Are you doing enough to support your employees in their future financial wellness?

“To retire with a private pension of €19,500 a year – which is half the average industrial wage – at at age 68, you need to save a fund of €463,900. The cost of saving to get to the same final amount almost doubles every 10 years you delay saving” Employers – Are you doing…
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