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One to one clinics

"This is definitely an employee benefit I (and many of my colleagues) really value.  I know a lot of us have been crying out for this advice."

Our on-site one to one financial clinics are tailored for employees who have specific financial queries they need advice and direction on.  Each session lasts 20 minutes and gives the employee the opportunity to clarify any issues they may have during this time.

These clinics can be provided on a standalone basis or in conjunction with our Financial Awareness Seminars.

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Sample of Topics Discussed

  • Switching Mortgage
  • Company Share Scheme
  • Using your pension to clear your mortgage
  • Checking your credit rating
  • Claiming back medical expenses
    Overpaying your mortgage
    Switching credit card providers
    Sell or keep rental property

  • Financing a car
    Best rate for savings account
    Mortgage interest rates
    Where to invest lump sum

  • Tax on gifts
    Understanding tax credits
    Making a Will
    Benefit in kind


Clinic Outcomes

Better Understanding
The employee has a better understanding of their financial situation and the different ways it can be improved/managed.
Direction
They have a clearer direction of which solution will work best for them and what needs to be done.
Foresight
The benefit of getting this advice is that they know in advance what the consequences of a particular action will be before they do it.
Harmonics Financial Ltd., Registered Office Mary Rosse Centre, Holland Road, National Technology Park, Limerick. Directors: Liam Croke QFA BBA LIAM, John Fitzgerald
Incorporated in the Republic of Ireland, Central Bank of Ireland No: C86227. CRO No: 481477
Harmonics Financial Ltd. is regulated by the Central Bank of Ireland.


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Awards

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  • Home
  • Financial Wellness Programmes
    • Executive Financial Planning
    • Employee Financial Support
    • Financial Transition Programme
    • One-to-one clinics
    • Financial Awareness Seminars
    • My-Money
  • The Impact Factor (TM)
  • About
  • Testimonials
  • Media
    • Blog
  • Contact
  • Why Financial Wellness
  • Financial Skills Gap