Elevate Financial Planning

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

20/10/2026

POV: You ask financial advisers what they’d do if they won €10 million… 💸😂

The sensible answers? Speak to a financial adviser, obviously. 😇

The REAL answers?

🏎️ Nathan’s buying a Ferrari.
🚁 Aoife’s taking a helicopter to Lidl… and Brown Thomas. Because balance. 💅

We love that Aoife’s still doing the weekly shop. 😂

You don’t need €10 million to start planning for your future. Whatever your financial goals, our advisers can help you make a plan to work towards them.

👉 Speak to the Elevate team. Link in bio.

Now be honest… what’s the FIRST thing you’re buying? 👀👇

IrishHumour

15/10/2026

When did you last check your insurance policies? 🤔

Life changes, and your protection should keep pace with it.
A policy that suited you when you took it out may need a review today.

Not sure where to start? Get in touch with our team today. We’ll be glad to help 👇

ElevateFinancial IrishBusiness

What if saving for your future could also help reduce your income tax bill? 👀 That’s one of the potential benefits of pa...
12/10/2026

What if saving for your future could also help reduce your income tax bill? 👀

That’s one of the potential benefits of paying into a pension in Ireland.

Here’s what you should know:

💰 Tax relief: Eligible personal pension contributions can qualify for income tax relief at your marginal rate, subject to Revenue limits.

📅 October matters: Certain taxpayers may still be able to make qualifying pension contributions and claim relief against their 2025 income.

📈 Think long-term: You’re not just potentially reducing your tax bill. You’re also putting money towards your future retirement.

The important part? Understanding what you’re eligible for and whether an additional contribution makes sense for you.

Did you know you could potentially claim tax relief on pension contributions?

Tell us below! 👇

Want to review your pension before the applicable deadline?

📩 Book a free consultation with the Elevate team.

🔗 elevatefinancial.ie

Tax relief depends on individual circumstances, eligibility and Revenue limits.

09/10/2026

A home. A family. Adventures. A comfortable retirement. ✨

Financial freedom looks different to everyone.

And while Budget 2027 might have everyone talking about money this week, the bigger question is...

What are you actually working towards?

Because financial planning isn’t just about numbers.

It’s about building a future that feels right for you.

💬 Tell us: if money wasn’t a worry, what would you do more of?

Wishing the Shelmaliers senior football team the very best of luck in their quarter-final against Sarsfields this Sunday...
17/09/2026

Wishing the Shelmaliers senior football team the very best of luck in their quarter-final against Sarsfields this Sunday.

Up the Shels! Shelmaliers GAA

15/09/2026

Have you changed jobs over the years and lost track of where some of your pensions are?

You’re not alone. The first step is understanding what you have, where it is, and whether it still suits your retirement plans.

If you need help tracking down old pensions and reviewing your options, get in touch with the Elevate Financial Planning team.

08/09/2026

Can you access your pension before 60? In some cases, yes.

But early access isn’t always the right move, and the rules depend on the type of pension you have.

If you have a pension and want to understand your options, get in touch with our team before making any decisions.

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.

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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