Formed in 2009 by Brendan Reilly and Jim Stapleton, we have since established ourselves as the financial wellbeing and planning practice of choice for personal and employer clients throughout Ireland. Let us help you take the right financial steps for you and your family throughout life’s financial journey.
External link for Eolas Money
Ard Gaoithe Commercial Centre
Cashel Road
Clonmel, Co. Tipperary E91V2N8, IE
Eolas Money reposted this
**Certified Financial Planner™ | 20+ Years of Experience | Specialising in Strategic Financial Planning for Entrepreneurs and Business Owners**
15 Years & Counting 🎉 Happy birthday Eolas Money & thank you as always to our clients, colleagues & professional partners for your support throughout our amazing journey. 🙏 Any day with cake is a good day 🤣🎂🍰🎂
Eolas Money reposted this
Trainee Financial Advisor at Eolas Money Apprentice of the Year 2024 Finance & Insurance
As a trainee Financial Adviser I am absolutely thrilled to have won the Apprenticeship Ireland 'Apprentice of the Year for Finance and Insurance' at the Mansion House on Wednesday night. A big thank you to all at Eolas Money for the nomination (and for their welcome back), and thank you to everyone on the team for their support, with a special mention to Julie Kennedy Fogarty. Their guidance, mentorship and encouragement have been exceptional and I really enjoy helping our clients at Eolas Money with the skills I have gained as an apprentice. My first year with Atlantic Technological University and the LIA has been fantastic, and I am excited to see what the next two years of my apprenticeship have in store for me. This award proves that I have chosen the right career path, and the passion and hard work I put in has paid off. SOLAS (An tSeirbhís Oideachais Leanúnaigh agus Scileanna) #GenerationApprenticeship #Awards #ApprenticeoftheYear
Eolas Money reposted this
🥁Drumroll... 🏆Congrats Apprentice of the Year finalists 2024! 🎖️ENGINEERING: Peter Duffy, OEM Engineering Apprentice,Turmec 🎖️INSURANCE: Leah Maguire APA, Insurance Practitioner Apprentice, Eolas Money 🎖️HAIRDRESSING: Nicole McGroddy, Hairdresing Apprentice, JC HAIRDRESSING LTD 🎖️HAIRDRESSING: Philip McDonagh Lambe, Hairdressing Apprentice, Ciaran Nevin Hair Salon 🥂Well done on this incredible achievement from all of us at the National Apprenticeship Office (Apprenticeship Ireland)! Department of Further and Higher Education, Research, Innovation and Science Patrick O'Donovan TD SOLAS (An tSeirbhís Oideachais Leanúnaigh agus Scileanna) Dr Mary-Liz Trant Higher Education Authority The Insurance Institute Education and Training Boards Ireland OEM Engineering Apprenticeship The Insurance Institute
On behalf of the team in Eolas Money, we are delighted to be nominated by County Tipperary Chamber in their upcoming annual Business Awards, nominated in the Service Provider of the Year category! Best of luck to all the nominees and we look forward to celebrating together in the Talbot Hotel Clonmel.
Savings for your children’s 3rd level expenses isn’t getting any cheaper with an average cost of €15,500 per annum to live away from home. Jim explains how he plans to use a unit linked savings plan for his kids expenses. If you have any queries re your own funding, you can organize to chat with us on our website, www.eolasmoney.ie
Best wishes to our very own Leah Maguire APA being nominated for Apprentice of the Year by Apprenticeship Ireland. Brendan, Julie, Emma & Jim are delighted to be represented by such a shining star 🌟 🙏
🙌Introducing more shining #GenerationApprenticeship Apprentice of the Year nominees! 🏆Congrats to all representing: 🎖️Radley Engineering Ltd 🎖️Woodie's 🎖️Eolas Money 🎖️Lynda Maher hair studio 🎖️#AJSmithElectrical 🎖️#IRESFundManagement 🎖️Brown Sugar Hair Salon 🎖️Owens McCarthy Claims Specialist (OMC Claims) 🤞Good luck!🤞
€2.6million paid to Eolas Money clients over the last 14 years, €700,000 in death benefits and €1.9million in Living Benefit claims such as serious illness cover and income protection. Such a disparity in claims highlights the importance of Living Benefits. Jim Stapleton CFP®outlines our claim stats and the importance of living benefits within your financial plans.
You can read our July newsletter by clicking here: https://lnkd.in/eZT3Tdh3
**Certified Financial Planner™ | 20+ Years of Experience | Specialising in Strategic Financial Planning for Entrepreneurs and Business Owners**
Structured Investment Products - Caveat Emptor! I felt sorry for a client who I spoke with last week who had invested €141,000 (not advised by I or Eolas Money I should add) in what she thought was a “capital protected” pension product. However, she was flabbergasted when recently she received a letter stating that as “the investment is now in its last 6 months to the final maturity date, there is a high risk of a possible loss on the sum invested at maturity”. The significant loss in capital is due to the value of the Euro Stoxx Select Dividend 30 Index being below the initial strike price of 18th December 2019. And the expected 100% capital protection is lost as the underlying investment value had fallen by 40%+ since commencement! Structured products have been available to investors for years and operationally, are extremely complex products to explain to clients. Therefore, I or Eolas Money do not consider structured products as being suitable for our clients to grow long term wealth. But some firms must use them, otherwise they wouldn't have survived as long as they have, and the fees/commissions paid to advisor firms can be high and therefore appealing for firms to promote to their clients. While we won’t know the final value of this product until 18th December 2024, there will be a significant loss in value. If you are being advised to invest in a structured product, please think twice! Happy to provide an alternative strategy that will be much easier to explain and understand – I promise! 😊 #financialplanning #wealthmanagement #eolasmoney
Are YOU ready for auto enrolment? Eolas Money is delighted to be teaming up with Local Enterprise Office Tipperary, once again, to deliver a Lunch and Learn Session on Thursday, 6th of June @1pm. As an employer, are you ready for the upcoming changes in pension auto enrolment? Hear from Jim Stapleton CFP®, Eolas Money financial planning practice for an informative online event tailored for employers who will be impacted by the introduction of this new legislation. Webinar content *Hear about your obligations *Key deadlines *How to ensure compliance with the latest regulations *Questions & Answers Register for Free https://lnkd.in/eNbMMWF6 Local Enterprise Office Tipperary #makingithappen