Financial Wellbeing Seminars

Financial Well-being seminars

Our General Financial Wellbeing Seminars are designed to provide employees with 10 practical steps to improve the way they manage their personal finances, with advice on all ten elements of their money, ranging from practical examples and guides to recommendations for various independent financial resources.


The general seminars also provide employees with the opportunity to have general queries answered by our Financial Wellbeing experts. Through consultation with employers in advance, these seminars can also highlight important financial benefits provided to employees by employers such Death In Service entitlements, Income Continuance Benefits, Sick Leave Benefits, Health Insurance contributions and complimentary Pension Contributions which can further enhance the employers positive reputation among their employees.

The topics covered during the General Financial Wellbeing Seminars include:

  • Income
  • Taxation
  • Banking & Budgeting
  • Protection
  • Savings & Investments
  • Borrowings
  • Property
  • Retirement Planning
  • Inheritance Planning

We offer a number of different options to employers wishing to avail of our Financial Wellbeing Seminars from large group seminars to smaller workshops. We will discuss your specific requirements with you during our initial meeting and our seminars can then be delivered over full or half day sessions to suit you and your employees.