Elevate Financial Planning

Elevate Financial Planning We help you feel confident about your money - today and for the future.

⭐️⭐️⭐️⭐️⭐️ Another wonderful review from a happy client.A huge thank you to Pavlo for the kind words. We’re delighted to...
18/06/2026

⭐️⭐️⭐️⭐️⭐️

Another wonderful review from a happy client.

A huge thank you to Pavlo for the kind words. We’re delighted to hear Ciara and the team provided a transparent, efficient, and friendly experience.

Helping our clients make confident financial decisions with clear, straightforward advice is what we’re all about.

Thinking about your own financial future? Get in touch or book via the link in our bio.

17/06/2026

Your business is growing.
But is your personal wealth growing with it?

Many company directors spend years building successful businesses, but often don’t have the same level of strategy in place for their own finances.

As a director, you may have opportunities around pension funding, profit extraction, protection, retirement planning and long-term wealth building that are worth exploring properly.

A financial adviser can help you connect your business success with your personal financial goals, so the wealth you’re creating is working for you, not just sitting inside the business.

If you’re a company director, ask yourself:

Do I have a clear plan for my personal wealth, or am I leaving it too late?

Get in touch with the team at Elevate Financial Planning to start the conversation.

11/06/2026

Last night, we visited the club for the official branded jersey presentation, marking the beginning of our three-year sponsorship of the Shelmaliers senior football team.

This is a partnership that means a lot to us. Shelmalier Gaa Club is the local club of our own Conor O’Shaughnessy and Aidan Murphy, and we are delighted to support a club that plays such an important role in the local community.

For us, this sponsorship is about more than a logo on a jersey. It is about supporting the players, volunteers, families and supporters who give so much to local sport.

Wishing the Shelmaliers senior football team every success for the season ahead.

10/06/2026

Not sure what to expect when you book a call with a financial adviser?

Conor explains exactly what happens on that first call.

It’s a relaxed conversation to understand where you are now, what you want to achieve and whether we can help you get there.

No pressure. No jargon. Just clear guidance on your options.

Book a call with Conor through the link in our bio.

09/06/2026

The World Cup sweepstake draw has taken place… and it’s fair to say not everyone is happy with their team! 😂

To make things more competitive, we used a pool of the tournament’s top contenders as we are a small team 😊but there were still plenty of celebrations (and a few disappointed faces) when the teams were revealed.

Now the big question is… who’s going to be crowned Elevate’s sweepstake champion? 🏆

Place your guess in the comments 👇

04/06/2026

When was the last time you reviewed your company pension scheme?

For many businesses, it’s something that’s set up and then rarely looked at again. But the right pension scheme can be a valuable employee benefit, helping you attract and retain great people while supporting your team’s long-term financial wellbeing.

Whether you’ve had the same scheme in place for years or simply want to make sure you’re getting the best value for your business and your employees, it’s worth taking another look.

📍 Proud to support businesses across Wexford and beyond.

03/06/2026

Most people think retirement means cashing in their pension.

Not necessarily.

The choices you make when you retire can impact your income, your lifestyle and even what happens to your money after you’re gone.

The reality is that many retirees have more options available to them than they realise.

Before making any decisions, make sure you understand all of your options.

📩 Send us a DM if you’re approaching retirement and would like to explore what’s possible.

Most people recognise the importance of protecting their home, car and possessions.But have you ever considered what wou...
02/06/2026

Most people recognise the importance of protecting their home, car and possessions.

But have you ever considered what would happen if you were unable to earn an income due to illness or injury?

For many households, an income is the foundation that supports everything else. Without it, financial commitments can quickly become a source of stress.

Income Protection is designed to provide a replacement income if you're unable to work because of illness or injury, helping you maintain financial stability while you recover.

It's not always the first thing people think about when reviewing their finances, but it can be one of the most valuable protections to have in place.

If you want to find out how to set this up please get in touch!

02/06/2026

How many pensions have you left behind over the years? 🤔

If you’ve changed jobs a few times, there’s a good chance you’ve built up pension pots with previous employers that you haven’t looked at in years.

The reality is that many of these pensions are sitting in default funds and most people aren’t aware of the options available to them.

Even a small difference in growth over time can have a significant impact on the value of your pension when retirement comes around.

📩 Send us a DM if you want to investigate your past pensions.

⭐️⭐️⭐️⭐️⭐️ Another great review from a happy client.A huge thank you to Neal for the kind words and recommendation. We’r...
31/05/2026

⭐️⭐️⭐️⭐️⭐️
Another great review from a happy client.

A huge thank you to Neal for the kind words and recommendation. We’re delighted Conor and Aoife could make the process feel smooth, clear, and stress-free from start to finish.

Thinking about your own financial plans? Get in touch or book here https://elevatefinancial.ie/contact-us/

Address

The Arc, Rosslare Road, Rochestown, Drinagh
Wexford
Y35RR92

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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