Category: Uncategorized

Helping you on Life's Financial Journey

Christmas 2021

As the festive season is now upon us once again, we would like to wish all our members, clients and your families a very Merry Christmas and a Happy New Year.  As we celebrated our 12th anniversary recently, we thank you once more for your continued support during 2021, for your referrals and your kind comments during another extraordinary year…
Read more

The Eolas Money Spending Plan

Financial Planning is about aligning your finances to your objectives. To do that properly, your starting point is to understand the way you spend money at present and what it takes to maintain your current lifestyle.    To see what the spending picture looks like for you, please do the following: Complete the Monthly Income…
Read more

Local Property Tax 2022 – What You Need To Do!

Hi Everyone, a short video from Jim discussing the Local Property Tax and what you need to do for the period 2022 – 2025. If you have any questions, contact us and we’ll get back to you.  

Moving online

We have been busy chatting with clients with the use of technology, screen sharing and the phone. While we might not be able to meet you in person, if you need to discuss any aspect of your personal finances, just get in touch and we’ll find the best way of ‘chatting’ to you! Pop us…
Read more