Savings & Investments

Helping you on Life's Financial Journey

How Do I Benefit From a Savings & Investments Review?

Your Savings & Investment Review is designed to:

  • To provide you with an overview of your existing savings objectives
  • Completion of a full risk profile questionnaire in order to assess your risk tolerance compared the risk rating of your existing savings/investment plans
  • Assessing fees & charges & their impact on your savings/investment funds
  • Assessing your existing savings/investment plans with a view to minimizing any tax liability on your investment growth,

Following completion of your Savings & Investments Review, you will have:

  • Identified your Savings & Investment goals and objectives,
  • Have a clear understanding of your existing Savings & Investment products (if any),
  • Have a full understating of the risks associated with investing your money.

Confirmed the benefits and value of your existing Savings & Investment products and their ability to help you fulfil your savings goals & objectives

To avail of a Savings & Investments Review, Eolas Money applies a fee of €350 which facilitates:

  • Discussing your overall savings & investment goals and objectives
  • Assessing your attitude to investment risk
  • Preparing your Savings & Investment Report
  • Presenting your Savings & Investment Report to you

To find out more or to organise your Savings & Investments Review contact us

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