Employee Financial Support
"I can honestly say it was an extremely easy to follow financial review and I now feel much more comfortable with my finances and a lot more empowered going forward."
The Employee Financial Support programme supports your employees in all elements of financial planning. We provide them with an independent review of their existing financial arrangements and recommendations on how to enhance their position for the future.
The Employee Financial Support Programme reviews 6 key areas
1 | Cash Flow
Family Budgeting and personal cash flow projections.
Managing net salary more effectively on a monthly basis.
2 | Debt Freedom
Review existing mortgages/debt arrangements to minimise interest payments.
Investment property rental analysis.
3 | Investment Management
Detailed review of existing investments.
Investment strategies and tactics for achieving objectives based on age, risk, time horizon and existing savings/investments.
4 | Insurance Planning
Review the suitability of existing life policies to ensure that sufficient cover and correct policy type in place.
Identify opportunities to avail of tax relief on life assurance policies.
5 | Retirement Projections
Identify desired income required at retirement and age you wish to retire.
Review existing pension contributions to determine if they need to be increased.
6 | Educational Planning
Children's college fund report and monthly contribution required for each child.
Review of savings plans appropriate to education funding.
The employee can now make more informed financial decisions.
With a clearer picture of their financial future, the employee is more focused on achieving their financial goals.
The employee feels empowered and more confident about their finances.
Peace of Mind
The employee is less worried about their finances and therefore able to focus more on their job and career.
They now have a clearer understanding of which areas of their financial plan need to be worked on and how they can do it.
Each employee is now much better prepared for the future and various life stages.