Financial Awareness Seminars

"Thank you for facilitating the financial workshops for Dell.  I found them very productive and I got a lot from the sessions."

Mix and Match Seminar Modules

Our 60 minute financial seminar sessions allow you to mix and match modules throughout the day according to your requirements.  Hold one or more (up to 4) seminars throughout one day, to enable staff and managers to attend the session that is most relevant to their needs. 

These seminars can be complimented by our one to one clinics where employees can ask questions in a private, confidential setting.  This dual format has proven very popular among employers and staff.

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Guide to some of our seminars

1. Money Management

This seminar details how to budget more effectively each month as well as tips on how to control your money and setting clear and achievable financial goals.

Creating your ultimate spending plan and how to save hundreds per month and still buy what you love.

2. Pensions

Make a mistake with your pension and you could end up paying for it for the rest of your life.  

In this engaging interactive seminar we show you why you should start your pension early, how much you should be saving, what funds to invest in and how it won't end up costing you as much as you think.

3. Budget 2015

This seminar will cover the impact that the budget will have on people's finances. 

We will explain in simple terms the effect that this budget will have on your employees monthly income and also explain their various tax reliefs and entitlements.

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4. Buying a Home

Buying a home for the first, second or third time?

We give you advice on how much you can borrow, how much you should borrow, who have the best interest rates, which rate to opt for, dealing with negative equity, tax relief, should you rent or buy?

This informative seminar keeps you up to speed on what you need to secure that mortgage.

5. How to budget more effectively

Budgeting for a surplus rather than a deficit - we will show you how.

Many of your staff may be facing challenges of debt or a drop in household income. 

This seminar identifies priorities in spending and thereby helps people budget effectively and plan for the future.

6. Saving and investing for growth

Many financial goals involve building up a sum of money for example for a deposit on a house, to supplement your pension, children's education fees etc.

Regardless of what your goal Is we will show you how to choose the right account, what is your risk profile, what type of return do you need, what type of return you will get, risks and building your portfolio.

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7. Are you getting the best from your mortgage?

Simple steps that will take years off your mortgage term.  How to combat negative equity.  Should you re-mortgage now?  How much can you borrow?

8. Financial Distress

The main areas covered in this seminar are dealing with collection agencies, communicating with your creditors, snowball and avalanche methods of debt elimination, how to get out of debt fast and creating a plan to rescue yourself.

9. Protecting your family

The amount of cover required, who needs life assurance and how much it will cost, different types of policies etc.

The most fundamental step in financial planning is ensuring that you have some cushion to fall back on in emergency.

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Seminar Outcomes

Better Understanding
The employee has a better understanding of each of the financial topics covered.

Better Informed
They are better informed when making financial decisions such as buying their first home or saving for retirement.

Clearer Direction
The employee has more clarity on each financial area and therefore a clearer direction for the future.