Mini Fact find Form - Eolas Money

Your Name(s):

Have there been any changes in your personal circumstances since you last met with your financial planner?

Have there been any changes in your health since you last met with your financial planner?:

Have you any new financial goals or plans for the year ahead that you would like to share with us?:

What is the approximate value of your deposit savings?

Account 1:

Account 2:

What is the current value of your share portfolio (where applicable)?:

What is your current value of your occupational pension plan?:

What is the current value of any outstanding mortgage / personal loans / credit card balances?

Outstanding Mortgage:

Personal Loans:

Credit Card Balances:

Can you please share a current payslip for you and your spouse/partner with us, as well as your final payslip for 2025?:

Click or drag files to this area to upload. You can upload up to 20 files.