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 their 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 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