Eolas Essentials is designed for those looking for clarity, direction, and trusted financial guidance without committing to a long-term planning structure. Ideal for individuals or couples who want to discuss key financial concerns, this option offers either an online or in-person consultation with a member of our Financial Planning team, focused on your current priorities and next steps.
✓ Once-off consultation with a member of our Financial Planning team
✓ Focus on your key financial concerns
✓ Post-meeting financial summary and tailored recommendations
✓ Implementation of recommendations where applicable
✓ Once-off fee of €350
Eolas Complete is for those seeking a comprehensive, highly personalised financial planning experience. This service is designed to provide in-depth guidance across every major area of your financial life, offering not just planning, but ongoing support, accountability, and strategic wealth management.
✓ In-depth planning across budgeting, income & tax, life insurance, savings, investments, mortgages, retirement planning, pensions, and later life planning
✓ Full financial overview including income, expenses, assets, and liabilities
✓ Bespoke support from Certified Financial Planning professionals
✓ Open access to your financial planner and advisory team
✓ Clear visual roadmap of your current and future financial path
✓ Scenario planning for life’s “what ifs”
✓ Implementation of recommendations where applicable
✓ Annual tax return completion
✓ Bespoke investment strategy tailored to your goals, risk profile, and time horizon
✓ In-depth tailored financial planning report
✓ Ongoing check-ins with a progress-focused approach
✓ €2,400 for married couples / €1,800 for single clients, with monthly payment options available over 2 years
