Lifelong Financial Planning: Initially starting with a full financial plan, this:
- Provides a clear overview of your current financial situation, including your income, expenses, assets, and liabilities.
- Helps you identify risks to your future financial wellbeing and how to mitigate them.
- Offers you insights via our Financial Planning & Cashflow Modelling software so that you have a full understanding of the impact of your decisions on your financial future.
- Helps you develop investment strategies tailored to your risk tolerance and time horizon, based on the various goals you are aiming to achieve.
- Helps you structure your finances in a tax-efficient manner and build a spending plan that’s right for you and your family.
- Provides ongoing support and guidance on all of your key future financial decisions.
The cost of the initial financial plan is €2,400 for a couple or €1,800 for an individual inclusive of vat and can be paid for in one go or the cost can be collected via a monthly direct debit from you over a period of up to two years.
Ongoing lifelong financial planning that takes place after that, this can be paid for via a % of any investible assets we manage for you, by direct debit, or by a combination of both, all of which will be agreed with you.
Tailored financial planning on specific elements of your finances:
Maybe you don’t need a full financial plan. If not, don’t worry, we can also help if you are just looking for Financial Planning guidance in specific areas. 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
