FINANCIAL ADVICE FOR EMPLOYEES
Financial Wellness Starts Here
At Lynx Financial Services, we understand that money can be a source of stress as well as opportunity.
Our goal is simple. We want to help you feel more confident, more informed and more in control of your finances. When you understand your money, you can make better decisions for today, tomorrow and whatever life brings. We believe financial wellbeing is for everyone. It doesn’t matter how much you earn, what age you are or what stage of life you’re at. You don’t need to feel confident about money to get started.
Everyone can build a healthier relationship with their finances.
That’s why we’ve created a straightforward four-step approach to help you take stock. We work with you to examine the areas where small changes could make the biggest difference. In just a few minutes, you will be able to review your financial wellbeing across five key areas:
- Confidence.
- Money habits.
- Everyday costs.
- Resilience.
- Future planning.
We’ll explain the difference between education, guidance and advice so you know what type of support suits you best. Then we’ll work with you to set clear goals that can help you move from just getting by to feeling secure and optimistic about the future.
Once you’ve completed the steps, you’ll receive a short summary along with resources to help you put your plan into action.
Financial Advice That Fits Your Life
You’re working hard to make the most of your money – let’s ensure it’s working for you! With the government’s new My Future Fund auto-enrolment scheme on the way, there has never been a better time to take control of your financial plan.
Regardless of your level in your organisation or if you’re planning your next chapter, you deserve advice that is tailored to your goals.
At Lynx Financial Services, we keep things simple. No complicated jargon. Just clear, practical guidance to help you plan your pension, manage your investments and protect your future.
Because good advice is never one-size-fits-all. It is built around you.
Your financial security is our priority and as a member of Brokers Ireland regulated by the Central Bank of Ireland you can trust that you’re in safe hands. Wherever you are in life, whatever your financial ambitions – we’re here to help.
📩 Talk to us today for a no-obligation chat or connect with Gareth on LinkedIn
Get Started
If you would like us to deliver our financial wellness programme at your organisation, please share this with your HR or management team.