Elevate Financial Planning

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

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/

28/05/2026

The emotional side of redundancy gets talked about a lot. The financial side often gets rushed.

And that’s where costly mistakes can happen.

We’ve spoken to many people over the years who didn’t realise they had options when it came to their redundancy package, tax position or pension benefits.

A conversation at the right time can make a significant difference to your next chapter.

Are you saving enough for the life you actually want to live? Most people have a pension, but very few know exactly what...
27/05/2026

Are you saving enough for the life you actually want to live? Most people have a pension, but very few know exactly what it will provide when they stop working. A pension review is not just about numbers: it is about mapping your current trajectory against your real-life dreams. Whether you want to travel, support your family, or start a new hobby, your financial plan needs to be aligned with those goals.

We look at your current contributions, investment risk, and projected growth to see if there is a gap between where you are and where you want to be. The good news is that small adjustments made today can have a massive impact on your lifestyle in ten or twenty years.

Comment REVIEW to book your complimentary 15 minute pension check-up.

The award made it back to the office 🏆✨While Clara, Ciara & Brendan couldn’t make the awards night, we still had to get ...
27/05/2026

The award made it back to the office 🏆✨

While Clara, Ciara & Brendan couldn’t make the awards night, we still had to get a photo with our Operational Excellence Award from the Wexford Business Awards 2026.

A huge thank you to our amazing team, clients and supporters who are all part of the journey with us.

26/05/2026

Part 2 of Ask Elevate 🎙️

We’re continuing the conversation and hearing more from the team on the question:
“What would you tell your younger self about money?”

What advice would you give your younger self?

23/05/2026

Last night was a special one. WE WON!🏆

We were honoured to win the Operational Excellence Award at the Wexford Business Awards 2026 and also be named runner-up for Professional Service Provider of the Year.

From the interview day to the awards gala…none of it would be possible without our incredible team, our clients and everyone who supports Elevate Financial Planning along the way.

A night we definitely won’t forget. ✨

Thank you

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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