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Eolas Money - Financial Planning Summary
Six-page overview of what financial planning with Eolas actually looks like, from first call to ongoing review.
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The shelf - brochures, tools, guides.
Everything we'd hand you in a first meeting, in one place. 15 files and links across five groups - download what's useful, ignore what isn't.
No resources match . or ask us directly.
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Get to know us - in a few pages.
Our planning approach, the Eolas Complete benefits sheet, and the regulatory paperwork. The shortest path from "who are these people" to "I'll book a call".
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Eolas Complete - Client Benefits
Single-page visual summary of everything included in our flagship ongoing-planning tier.
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Terms of Business - October 2026
Our regulatory terms of business booklet, effective from October 2026.
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Commission Summary
Plain-English summary of how we're paid when commissions apply.
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Planning tools - the spreadsheets we actually use.
The working files we'd open with you in a meeting. Download, fill in at your own pace, and bring the results to a discovery call if you'd like a second pair of eyes.
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Eolas Spending Plan - 2026
Our monthly spending-plan template. Tracks fixed costs, variable spend and savings against a target - month by month.
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Cashflow Modelling - Client Questionnaire
The intake spreadsheet for our cashflow modelling work. Capture income, assets, debts and goals before a planning session.
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Tax Returns Checklist
What you'll need on hand before filing - income, reliefs, supporting docs. Useful even if you file with your own accountant.
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Guides - core concepts, no jargon.
Short, readable PDFs on the topics that come up most often in client meetings.
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Life Events - Financial Planning
Marriage, children, redundancy, inheritance, retirement - what to think about and what to do, by life stage.
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Saving for Children's Education
How third-level costs are tracking, and the savings vehicles that work best when you have a 10–20 year window.
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Successful Investing
The basics of risk, return, diversification and time horizon - the framework we use with every client.
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For business - brochures for owners and HR.
Material aimed at SME owners, finance directors and HR leads - corporate planning and employee benefits.
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SME Financial Planning - Flowchart
One-page visual of how strategic planning, extraction of wealth and personal protection fit together for a trading-company owner.
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SME Employee Benefits - Brochure
Group pensions, group risk, key-person cover, executive income protection - what to offer and why.
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Calculators - quick, no sign-up.
Calculators we like and trust, hosted by Aviva and Zurich. Useful for a back-of-the-envelope answer before a proper planning conversation.
Link External
Risk Check Calculator
Aviva's tool - the statistical likelihood of illness, injury or death affecting your ability to earn before retirement.
Open Link External
Savings Goal Calculator
Zurich's tool - work backwards from a target amount and date to a monthly savings figure.
Open Link External
Cost of 3rd-Level Education Calculator
Zurich's tool - projects the likely all-in cost of a third-level course based on your child's current age.
Open Can't find it?
If it isn't on the shelf, just ask.
We've a deeper library of internal notes, illustrations and product comparisons. If there's something specific you're trying to work out, email queries@eolasmoney.ie or pick up the phone - 052 612 9696.
One step better than reading
Books beat brochures. Conversations beat books.
Once you've read what's on the shelf, the next useful step is a 30-minute discovery call. No prep needed - bring questions, leave with a direction.