Today's obligations, covered
The bills, the mortgage, the day-to-day - handled with room to breathe. When the near-term is under control, everything else gets easier to think about.
Financial wellbeing is the calm that comes from being in control of your money today, secure about tomorrow, and free to enjoy the bit in between. We help individuals and employers across Ireland find that balance - independent, fee-based, and in plain English.
We don't think financial wellbeing is about chasing more. It's about having enough - and knowing you do. That's a far more useful target, and it comes down to four things.
The bills, the mortgage, the day-to-day - handled with room to breathe. When the near-term is under control, everything else gets easier to think about.
Putting money to work over time so the years ahead are provided for. We plan for real growth potential - matched sensibly to your timeline and how you feel about it.
Knowing the what-ifs are covered - illness, the unexpected, the people who depend on you. Peace of mind is the quiet dividend of a plan that's actually in place.
Money is meant to be lived, not just counted. A good plan makes space for the things that matter now, not only the ones a long way off.
Financial stress doesn't stay in a spreadsheet. It follows people home, into their sleep and their relationships, and it walks into work with them the next morning. The antidote isn't earning more - it's knowing where you stand and having a plan you understand.
That's the whole point of the Eolas approach. We put the plan before any product, we say it in plain English, and - because we're independent and fee-based - the advice is only ever about you. It's the same thinking whether we're sitting with one person or standing in front of a room of your staff.
For employers, we package financial wellbeing into a structured programme your people can actually use - from a single seminar to a full year of support.
Seminars, live webinars, one-to-one clinics and self-paced e-learning - a rounded programme that gives your whole team real, independent support with their money.
Explore the employer programmeEight plain-English sessions covering the money questions Irish employees actually have, live online or in person, with confidential one-to-one clinics for anyone who wants to go further. Published rates, no extras.
See the three options and ratesPlanning for yourself or your family rather than a team? The same “enough” thinking runs through everything we do - find your way in →
“Eolas Money is our partner of choice when it comes to delivering Financial Wellbeing workshops and individual consultations for our Corporate Wellness clients. The entire team are incredibly efficient, reliable and most of all knowledgeable in their field of expertise. Working with Jim and the team for years, we know our clients are in great hands and will come away in a better relationship with their finances as a result.”
Financial wellbeing is the sense of being in control of your money today, secure about the future, and free to enjoy life along the way. At Eolas Money we frame it around the idea of "enough" - enough to cover today's obligations, enough set aside with growth potential for the future, enough peace of mind that the what-ifs are covered, and enough room to actually enjoy life now.
No. The same framework guides how we work with individuals and families through Eolas Essentials, Select and Complete. For employers, we package it as a structured programme of seminars, webinars, one-to-one clinics and e-learning for your team. Both are delivered by qualified, independent Eolas Money planners in plain English.
Every session is delivered by qualified Eolas Money financial planners - real planners, not a call centre - and tailored to an Irish audience, with Irish tax rules, Irish pensions and the Irish mortgage market. We are independent and fee-based, so the guidance is about the plan, never a product.
A real planner, not a call centre.
A single seminar, a recurring programme, clinics for your staff - tell us roughly what you have in mind and we'll come back with a proposal and an indicative fee within a couple of working days.
Tell us roughly what you have in mind - a single seminar, a recurring programme, clinics for your staff - and we'll come back with a proposal and an indicative fee within a couple of working days.