Engagement Options

Financial Planning Journey

Our initial meeting with you is conducted at our expense and is designed to assess the areas of your personal finances where we can help you. This meeting does not include any financial advice. Subsequently, should you wish to engage our help, you can choose to engage with us in the following ways:

1. By becoming an Eolas Money Financial Planning Member client and obtaining a full financial plan.

Our Financial Planning rates, inclusive of VAT, are as follows:
Couple: €2,400 once off or €100 per month for two years
Single: €1,800 once off or €75 per month for two years

Why many of our clients choose to be Financial Planning member clients:

  1. To provide you with a clear overview of your current financial situation, including your income, expenses, assets, and liabilities.
  2. To help you identify risks to your future financial wellbeing and how to mitigate them.
  3. To benefit from the insights provided by our Financial Planning & Cashflow Modelling software so that you have a full understanding of the impact of your decisions on your financial future.
  4. To help you develop investment strategies tailored to your risk tolerance and time horizon, based on the various goals you are aiming to achieve.
  5. To help you structure your finances in a tax-efficient manner.
  6. To receive ongoing support and guidance on all of your key future financial decisions.

2. Tailored Advice on a Specific Financial Query:

We can also help if you’re looking for Financial Planning guidance in specific areas, but don’t require a full financial plan. The fee charged by Eolas Money, for this type of work, will be based on the time undertaken by us and will be agreed with you in advance of any work commencing. Our current hourly rate is €200 +VAT.

For further information call 052 6129696

Eolas Money Management Ltd, T/A Eolas Money is regulated by the Central Bank of Ireland. Registered in Ireland, registration number 478055. Directors: Brendan Reilly & Jim Stapleton Registered address: Ard Gaoithe Commercial Centre, Cashel Road, Clonmel, Co. Tipperary