Financial Wellness

We can provide practical tips for employees on understanding and utilising employment benefits, maximising tax credits and allowances, and looking at investment essentials. We are all about impartial advice and not product sales. We can help employees understand the appropriate financial planning for them and their families.

A wide range of expert-led seminars or webinars with topics including:

  • Budgeting for success

  • Saving for the rainy day, investing for the future

  • From borrowing blues to borrowing better

  • Protecting our income and our loved ones

  • Are you ready for retirement?

  • The sandwich generation

  • Personal taxes - boot camp

  • Financial 101

  • Help, I'm a self-employed contractor

  • Financial planning

  • Protecting you and your family's financial future

  • Financial wellbeing: budgeting for the season

  • So you've always fancied investing in the stock markets

  • The pre-retirement cohort

  • Those leaving through right-sizing

  • New mortgage rules

What's covered?

Marketing and support

Registration support

Reporting and analysis