Employee Financial Wellness Program

Expert Financial Wellness.
Secure Your Future.

Our personalized 1-to-1 financial consultations empower employees to master their financial health. We provide expert guidance on pension planning and tax efficiency, giving your workforce the clarity they need to thrive.

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The Value of Advice

Closing the Financial Gap.

Only 38% of people in Ireland have spoken to a Financial Advisor, leaving the majority to navigate their future without a roadmap. We believe expert guidance is the difference between earning and actually building wealth.

Financial Growth Statistics
62% Of Irish adults have never discussed their finances with a professional. Brokers Ireland
+60% More savings and investments held by those who use a financial advisor. Brokers Ireland
~3% Estimated additional annual net return through professional behavioral coaching. Vanguard Research

In plain terms: Advised clients don’t just earn more—they keep and grow more of what they earn through smarter structure and disciplined behavior.

Our Financial Coaching Solutions

30 Minute Session

Financial Health Check

A focused one-to-one session to discuss the topics most relevant to you—budgeting, pensions, or specific personal finance questions.

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60+ Minute Session

Financial Health Screening

An in-depth review exploring every aspect of your financial situation, helping you create a clear, structured path forward for you and your family.

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Ongoing Strategy

Senior Executive Coaching

Recurring sessions designed for directors and senior leaders. We focus on building, protecting, and managing wealth in a time-efficient way.

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Why the SMART Approach Works

We use a structured framework to ensure your financial plan is actionable and realistic.

SSpecificTailored to your goals
MMeasurableConcrete success tracking
AAttainableAligned with your income
RRelevantFocus on your priorities
TTime-boundPlanned for every life stage

Common Questions

Is my session confidential from my employer?
Yes, 100%. While your employer may provide this service as a benefit, all discussions are strictly confidential. We never share your personal financial details, salary discussions, or session contents with HR or company management.
What should I prepare before my consultation?
For a 30-minute Health Check, no preparation is required. For a 60-minute Deep Dive, it is helpful (but optional) to have a recent payslip and your pension benefit statement to hand so we can give you specific, accurate feedback.
Can my partner join the session?
Absolutely. Financial health is often a household effort. We encourage partners to join our Financial Health Screening sessions so you can build a unified roadmap for your family's future.
What is the main goal of these sessions?
The goal is Financial Clarity. We help you cut through the jargon of workplace benefits to ensure you are maximizing your take-home pay, optimizing your pension, and feeling confident about your long-term wealth.

Have a different question or want to book for a team?

Ask our advisors directly.