
How to Prepare for Your Personal Financial Consultation
Preparing for a 1:1 financial consultation can ensure the meeting is relevant, meaningful and offers value. At MoneyWhizz, our focus is using financial education to support our clients.
Be confident with money
How you manage money can have a big impact on your financial wellbeing. So we have come up with a fun test, and some solutions to help you plan ahead and stay ahead!
MoneyWhizz works with leading employers as part of their Employee Assistance Programme (EAP).
Our 1:1 financial coaching consultations are popular with employers and employees alike.
Aligned to Junior Cycle curriculum and ideal for Transition Year (TY)
MoneyWhizz offers a full library of content, educational supports, and tools. This includes our Tax Refund Signpost, Retirement Planner and more!
Jane, Galway
“It was a super event. The financial wellbeing seminar explained my options in plain English. I immediately increased my workplace pension contributions as a result.”
Eamonn, Dublin
“I was a big spender, and rarely ever had any money left over at the end of the month. But MoneyWhizz provided the guidance to help me plan and save for the future with confidence”
Geraldine – Teacher, Kerry
“The schools material is really excellent, ideal for both Junior and Senior Cycle students with alignment to the curriculum. In fact, we had some great fun with the live Saver-Spender test.”

Preparing for a 1:1 financial consultation can ensure the meeting is relevant, meaningful and offers value. At MoneyWhizz, our focus is using financial education to support our clients.


The retail investment landscape in Ireland is primed for reform.

There are many financial incentives in ireland to make important changes that will have an impact on food and fuel waste.




Email: info@moneywhizz.org