A scheme tailored to your company - The needs of every organisation are different and we will create a financial education programme tailored to your company and employees. We aim to provide education to support employees throughout their lives and inspire them to take control and make decisions to enhance their financial well-being by simplifying complex financial matters.
In other words, we want to create greater financial certainty for your employees. We understand that it can sometimes be daunting to take the first steps in a financial journey. However, financial planning should be a healing modality that reduces, not add stress, enabling a joyful life. At the end of the day financial planning is life planning!
We achieve this by running a programme of Trainings & Workshops at your workplace. These can be for all of your employees or for a group that you select. Each sessions typically last for about an hour and a half.
The sessions are based on the four pillars known in a financial journey to establish a holistic financial overview:
· Life Planning
· Financial Planning
· Estate Planning
· Legacy Planning
Below more information can be found about each session we provide.