Create your personal lifestyle financial plan
Creating your personal lifestyle financial plan to maintain your current and future lifestyle without fear of running out of money.
Get in touchHow we help you
Investment planning
Whether you’re planning for your new home, your dream wedding, college fees or simply for a rainy day, a sensible savings plan can make all the difference…
Retirement planning
At ES Lifestyle Financial Planning we believe it is all about helping people to Retire Successfully. We see retirement as a new beginning. Our focus is on what…
Family protection
Life can be unpredictable, but with the right life insurance cov r in place, you’ll always have peace of mind. Whether you’re looking for protection for your family…
Estate planning
With whole of life cover, if you die, this policy will provide a lump sum payment to your family. Therefore, this plan will suit people who wish to have cover for the rest of…
Process to create your Lifestyle Financial Plan
Step 2
Gathering your personal and financial information such as assets and liabilities, income and expenditure and your attitude to risk.
Step 4
Plan Implementation recommendations based on analysis of your individual circumstances.
Testimonials
Elio has been providing me with pension and investment advice for the better part of a decade. Great guy and professional approach throughout.
Adrian Power KellyPrinciple at Power-Kelly and Company I have worked with Elio on figuring out 'my number', in other words, what financial figure I need to be able to retire comfortably! He has a wealth of experience, and is a rock of common sense. I would highly recommend contacting Elio for a consultation, you will not regret it!
Clare Connolly Having sat down and spoken with Elio he is a man with a vast wealth of knowledge and expertise in his field of financial advice .Elio will give you a clear view on how your pension and financial plan is going to work for you . He will plan for your comfort retirement when the time comes by using the state of the art software that allows you to forecast your lifestyle when we get on in years. We all need to prepare for the future make sure you don't miss out and get the best market value out of your pension plan . I would highly recommend Elio Lodola from Lifestyle Financial Planning to anyone who has not already got a pension or get there old one reviewed as you could be missing out on the financial gain that could help you or your loved ones in years to come .
John Casey Elio is a great guy regarding any financial advice, he has a wealth of knowledge and I would highly recommend his services.
David Harpur Elio is that rare find for those in business who perhaps have not given time in the past to plan their finances for the future. Elio absolutely knows his stuff on all things financial planning, but it’s the true uniqueness of his approach, his easy manner and the ease he makes clients feel, being what really separates Elio from the crowd. Highly recommend a chat with Elio for anyone who wants peace of mind but is a little nervous around drilling down on their numbers.
Dee Ronan I have known Elio for a few years now and one thing I can say for sure is that Elio has time for you, quality time. He’ll listen regardless of the subject matter and give you sound advice. I think this is invaluable when it comes to money matters. Looking good Elio!
Ejiro Ogbevoen I would seriously suggest that If You want to put together a Financial Plan for the future which could contain Protecting Your Partner and Family on your demise or planning for Your Retirement and taking full advantage of the very attractive tax breaks that apply to contributions into a Pension Plan or where You should save for a rainy day with very low Interest rates.Ellio will also carry out a full review of your existing financial arrangements to ensure your on the right track.Finally Ellio uses state of the art software to allow him to accurately assess your needs and give You the correct advice as to what plans are relevant to You.Why not start a conversation with Ellio today.
Ronan Twohig The absolute epitome of a professional. Old school attitude while using world beating technology to combine his experience. I have dealt with Elio and he always has the best interest of the customer at heart.
John Mulder A COMPLETE professional, so informed and knowledgeable. I know when clients sit with him there are many "aha" moments. So many people don't even know where they could be saving money or making better use of current finances. They will if they sit down with this man! I've recommended Elio and the feedback from his professional expertise and service has been wonderful, extremely impactful.
Niamh O'Brien Elio has a lot of expertise in this area and can save you money 😊
Cairin O’Connor Previous
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