1 To 1 Financial Clinics
Our 1-to-1 clinics provide tailored, independent advice from reliable experts.
1 To 1 Financial Clinics.
Our 1-1 clinics provide financial education and coaching to employees. It gives them the opportunity to meet our team of financial experts face-to-face, allowing us to find the best possible way to support them.
As financial issues are one of the top causes of stress, it is important to provide employees with reliable advice from industry professionals.
Our Financial Coaching Solutions:
Employee Financial Health
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➥ 30minute meetings
This quick employee financial health meeting allows your employees to ask our Financial Coach about relevant matters for them.
Designed for any employee regardless of their seniority or function.
Employee financial Health screening
➥ 2hour + meeting
Our in-depth employee financial health screening allows our Financial Coach to do a complete review of your employees' financial situation.
Designed for any employee regardless of their seniority or function.
Senior Executive Financial Coaching
➥ Recurring meetings
Our executive financial planning delivers in-depth strategic & coordinated financial advice in a planned and time-efficient manner.
Ideal for directors and senior executives who want to plan income and personal wealth.
“60% of the Irish people in the ‘Financial Secure’ category received financial education at school.”
You Can Rely On Us To Deliver Market Leading Financial Workshops.
To get started, fill out the form below and we'll be back to you shortly. If you’re unsure is this service is right for you, send us a message - we’d be happy to help and discuss the options.
We Provide A Range Of Free Services
Our services are entirely free. Unlike fee-based brokers, our income comes directly from banks & financial providers.
The agreements that we have in place with all major investment companies guarantee that our clients get the best possible rates, while also getting ongoing advice and support from our team.
We'll Set Realistic & Manageable Goals For You
At Financial Health, we will help you set clear financial goals. In our experience, individual investors have a great deal of trouble establishing appropriate, realistic and manageable targets. Often they don’t even know what they should be concerned with or what they want to accomplish.
Asset Allocation That Works For you
Asset allocation is key and will have an enormous impact on the performance of your investment portfolio.
As impartial advisors, we are not “tied” to any particular provider or in-house products. We will help you allocate funds among various investment vehicles to help you reach your financial goals.
Tax Efficient Investing
Investing in a tax efficient way is very important and we can recommend the best approaches available for each client. Don’t let your gains be offset by costs that could have otherwise been minimised or avoided.
We Provide Clear & Understandable Reports
Rather than trying to overwhelm you with unnecessary information, we provide you with an understandable and concise view of your investment performance through our website and our regular statements.
