FINANCIAL ADVICE FOR EMPLOYEES

A happy employee is a good employee. As companies strive to attract and retain talent, providing support by way of financial advice is a key area often overlooked.

W H Y ?

A financial plan, set out in conjunction with a Financial Advisor, can help your employees to take control of their money, setting financial goals and supporting them along the journey each year. The result is staff who feel more satisfied and secure that they are on the right path and making the right choices in life. A crucial element to overall satisfaction and stability.

THE RESULT

An employee who feels in control of their money and their financial future is both calmer and happier in their work life, and better positioned to have meaningful and well-informed conversations about their career path.

THE PROCESS

Our Financial Advice service seeks to work with. companies to understand the benefits and supports already offered to their employees, to ensure they are emphasised to the workforce and a value is placed on them by everyone.

  • Employees can access 2×45 min sessions with a Financial Advisor.
  • Sessions are offered online or in person.
  • 1st: Meet, gather information & listen
  • Employee emailed recommended plan
  • 2nd: Meet to explain & make any necessary changes
  • An annual review to gauge progress and revise circumstances.

AT A GLANCE

SUPPORT FOR

  • Debt management
  • Mortgage prep & applications
  • Understanding pension needs
  • Savings plans
  • Individual & Family protection

COST

  • €100 p/a per employee
  • Seminar Series included

WHY CHOOSE US

GAIN

Start gaining from the tax efficiencies and investment returns your money can benefit from

CONTROL

Its your money and you can change how much you put in and where it goes

CONFIDENCE

It doesn’t have to be complicated. Good advice means you can have a clear plan and be confident in it.

OUTCOMES

Accumulate your money, maximise the benefits available & enjoy the outcomes of having more money in retirement

Ready to talk?

We are here to answer your questions and give you the information and confidence you need to take control of your money matters