What is Financial Wellbeing?

What is Financial Wellbeing?

In all our financial wellbeing seminars and in the work we undertake for our clients, we discuss the importance of achieving a sense of financial wellbeing. So what is Financial Wellbeing?

In our view, it’s a financial position where you and your family:

  • Can fully meet your current financial obligations,
  • Can feel secure in your ability to meet your future financial obligations,
  • Can have peace of mind when it comes to the “What Ifs” life brings you,
  • Can have the ability to make financial choices that allow you to enjoy your life.

So whatever your goals, such as spending more time with your children, clearing your mortgage sooner or being able to take a step back from the business of work, we can help. With the help of leading financial planning software, Eolas Money can help you map your financial journey and act as the trusted co-driver that you turn to for guidance when financial decisions intersect with your journey through life.

In these challenging times, if we can help you or your family in any way, contact us on 052 6129696 or @ queries@eolasmoney.ie and Brendan or Jim will be in back in touch shortly.