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Who is Caitriona?

I have built bridges between business and data-driven technologies for more than 20 years, with AI as my main area of focus since 2016. Through my work with business leaders and tech entrepreneurs, I have developed a strong ability to connect the dots between business strategy and the application of AI. 

My Story

I am Caitriona, a qualified financial adviser and experienced property investor. I am passionate about empowering women with their money stuff. I have a wealth of personal and client experience focusing on supporting clients as they navigate their money stuff from strengthening their relationship with money, income diversification, property investment, portfolio balancing, and retirement planning. It is my belief that no one should ever have to make a decision that compromises them for money reasons.

In 2015 I appeared to have it all. I lived in a lovely house with 3 young kids and my husband, who worked as an airline pilot. We also owned a second house that we rented out.

Then the letter from the bank arrived.​

Interest rates had gone up, no reason, no inflation, no warning. We were at the mercy of random decisions like this, and I felt extremely vulnerable financially. Already living hand to mouth, this realisation gave me a fire in my belly to change things and led me to work with a money mentor to find a better way. We started to create better habits, monitor spending, and even start investing. It was only €20 a month at first, but this quickly grew as we realised the potential gains and more money was freed up.​

Then… just as we thought we had things figured out, in March 2020, our income disappeared overnight.​

As it did for many people, the pandemic exposed our true vulnerability.​

The single source of income.​

The desire to change this initiated a new mission, to build on the things we’d already done and find ways to diversify our income for even greater protection. Today we have multiple streams of income, a growing portfolio, and a comfortable retirement is on the cards.

I never wanted to experience that stress again, and I didn’t want my children to either. I needn’t have worried, though, as I started to notice that just by creating better habits in myself, they naturally became ingrained in the children. This really excited me. Knowing I could make an intergenerational change and prevent them from going through the same struggles we had was amazing.

This personal transformation inspired me to start The Financial Wellness Academy. I knew what was possible, and I longed to share my knowledge and empower other women. Encouraging them to remove their head from the sand, gain clarity around money, and tidy things up financially to live life on their terms. No longer dictated to by money, stressed out by it or worried about the future.​

Information on my low touch property strategy can be found here:​

Information on how I support women with their financial wellness can be found here:




"Financial Wellness for Speakers"


International Women Connected Podcast


"Heading for property success"

About Caitriona

I am Caitriona Ellis and I am on a mission to help other women find their way to financial wellness by guiding them along a much easier path than I walked. It’s down to you to make changes and create the life you dream of through action, not hope.

Professional Speaker 

Keynote, Master classes & comprehensive programs

Financial Wellness 

Educating and empowering by increasing financial education & literacy

Low-Touch Property Investor

Property Investment in a low-touch way aligned with your goals & values

My Services

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