Elevate Financial Planning

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

02/09/2026

A redundancy payment can create options, but also plenty of big financial decisions.

Should you pay down the mortgage, invest, review your pension or keep cash available while you decide what’s next?

There’s no one-size-fits-all answer. Taking time to look at the full picture can help you make the right choices for your future.

If you’re facing redundancy, speak to the team at Elevate Financial Planning.

01/09/2026

Before you file your 2025 tax return, it’s worth checking whether you could still make use of pension tax relief.

A little planning before the October deadline could make a meaningful difference to both your tax bill and your retirement savings.

The key is knowing what applies to your own circumstances.

If you’re considering an AVC lump sum and want to understand your options, get in touch with the Elevate team.

27/08/2026

Apparently, getting the perfect take is easier said than done… 🎬

The cameras have been rolling a lot more around the office lately, which means we’ve collected plenty of moments that didn’t quite make the final cut.

A few forgotten lines, questionable takes and a lot of laughs later, here are some of our favourite bloopers from behind the scenes at Elevate.

Because while we take financial planning seriously, we don’t always take ourselves too seriously.

26/08/2026

Choosing a financial adviser is a big decision, so it’s worth knowing what to look for.

Qualifications and experience matter, but so does finding someone who takes the time to understand your goals and your wider financial picture.

If you’d like to learn more about how we work at Elevate, send us a DM or book a Financial Strategy Session via the link in our bio.

25/08/2026

Meet Aoife 👋

Aoife joined Elevate two years ago after starting her career in financial services with Permanent TSB, where she first began working towards her QFA qualification.

Since then, she has become fully QFA qualified, built great relationships with our clients and become a big part of the team here at Elevate.

And seeing as it’s her birthday today, it felt like the perfect day to share her story 🎉

Happy Birthday, Aoife. We hope you have a great one!

20/08/2026

Do you know where your pension is actually invested? 👀

We asked people on the streets of Wexford, and as it turns out, plenty of us aren’t quite sure.

Where your pension is invested can affect how it grows and the level of risk you’re taking, so it’s worth knowing what’s happening with your money.

📍 Wexford Town

19/08/2026

Is your family properly protected?

Life can change quickly, and the cover you put in place a few years ago may no longer reflect your current circumstances.

A protection review can help you understand whether your life cover, serious illness cover and income protection still give you and your family the support you need.

Get in touch with our team to review what you have in place.

18/08/2026

A Defined Benefit pension can look straightforward on paper, but the decision around whether to keep it or consider a transfer can be far more significant than many people realise.

For some, the security of a guaranteed income for life will be the right fit. For others, a transfer may offer greater flexibility and different options for retirement and estate planning.

The important part is understanding what each route could mean for you before making any decision.

If you have a Defined Benefit pension and have never reviewed your options, it may be worth starting the conversation.

Send us a DM or visit our website to speak with one of our financial advisers.

12/08/2026

Meet Clara 👋

Clara joined Elevate in October 2025, bringing more than 12 years of experience in customer service and management.

As one of our Financial Administrators, she plays a key role in supporting our advisers and helping to keep clients informed throughout the financial planning process.

She is also currently working towards her QFA qualification and continuing to build her knowledge and experience in financial services.

And when the weather cooperates, you might also find Clara and a few of the team fitting in a lunchtime walk in the sun.

Working hard and earning well does not always mean your finances are structured as effectively as they could be.A financ...
30/07/2026

Working hard and earning well does not always mean your finances are structured as effectively as they could be.

A financial plan can help you look at the bigger picture, including your pension, savings, investments, available tax reliefs and longer-term goals.

It can also help you understand what is already working well, where there may be gaps and what steps could make the biggest difference.

Whether you are starting early or reviewing things later in life, it is never too late to put a clearer plan in place.

To speak with one of our financial planners, send us a message or book a complimentary Financial Strategy Session through our website 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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