1 To 1 Financial Coaching > Employee Financial Health Check
Employee Financial Health Check
Professional advice from our Financial Coaches to put your employees in the best possible position financially.
Employee Financial Health Check & advice.
Managing money & making financial decisions doesn't need to be difficult. Each 1-1 clinic last around 30minutes and allows your employees to ask a Financial Coache their financial question or concerns.
Our Financial Coach will make sure your employees are in the best possible financial position by delivering independent, strategic and coordinated financial advice.
For decisions that involve the entire family. For these cases, we recommend that partners attend too. Our Financial Coaches can then give help and advise for the family as a whole.
Who is this service for?
Our Financial Health Check is designed for every employee, regardless of their function or seniority in the company. These one to one meetings allow our Financial Coaches to give each employees advice according to their career paths and different life stages.
You Can Trust
Financial Health.
Our team of experts are independent and impartial, meaning you’ll always get the best advice and deals. With guidance from trustworthy coaches, you'll build confidence in your financial future.
Our Services Are Free
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.
Independent & impartial advice
We work for you – not a bank! Unlike bank branch staff, we’re free to recommend all the best from all the financial companies who work with impartial advisors.
Goal Setting Guidance
Our team will help you set clear financial goals. In our experience, individual investors have a great deal of trouble establishing appropriate, realistic and manageable goals. Often they don’t even know what they should be concerned with or what they want to accomplish.
Tax Efficiency
We’ll help you be tax efficient with all your money decisions. We can recommend the best approaches available for each client. Don’t let your gains be offset by costs that could have been minimised or avoided.
Minimal Third-Party Commissions
Commissions, especially by stockbrokers, can take a big bite out of your investment performance and in turn your wealth. Financial Health ensures that all the providers we engage with are working on your best interest and not their firms.
Age Protection
Research confirms what most of us have seen among our families and friends: the ability to make effective financial decisions declines with age. Our team can help guard you against this risk.
Clear Reporting
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.
“52% of Irish people are doing financially fine now but generally lack provision against financial shocks in the future.”
