How Our Financial Programme Works
Tailoring a bespoke programme to help your employees' make better financial decisions.
A tailor made financial programme for your workplace.
At Financial Health, we provide a broad range of financial services for the workplace. These are designed to help your employees make better financial decisions, which in turn will reduce their levels of stress.
Who Are Our Programmes for?
Individuals
Families
Employees
SME’s
Enterprise
Seamless implementation in your business in 5 simple steps:
Meet With Our Coach.
Meet with our financial coach to discuss company’s values, explore options and establish financial health objectives for employees.
We’ll Send Your Survey.
We’ll send out a survey to all your employees or selected group to establish current status and needs.
Build your strategy.
Select one or more of our seminars and/or clinics, or agree your strategy with our advisor on a customised seminar.
Our Financial Coaches Deliver.
Our financial coaches will then deliver your seminars and/or clinics etc on site as neccessary.
We’ll Gather The Results.
We will then send a follow up survey out to each of your employees to review their financial health.
We provide an extensive range of workshops & clinics led by our highly experienced financial coaches.
Our 1-To-1 Clinics:
You Can Trust
Financial Health.
To get started, fill out the form below and we'll be back to you shortly. If you’re unsure is this service is right for you, send us a message - we’d be happy to help and discuss the options.
We Provide A Range Of Free Services
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.
We'll Set Realistic & Manageable Goals For You
At Financial Health, we will help you set clear financial goals. In our experience, individual investors have a great deal of trouble establishing appropriate, realistic and manageable targets. Often they don’t even know what they should be concerned with or what they want to accomplish.
Asset Allocation That Works For you
Asset allocation is key and will have an enormous impact on the performance of your investment portfolio.
As impartial advisors, we are not “tied” to any particular provider or in-house products. We will help you allocate funds among various investment vehicles to help you reach your financial goals.
Tax Efficient Investing
Investing in a tax efficient way is very important and we can recommend the best approaches available for each client. Don’t let your gains be offset by costs that could have otherwise been minimised or avoided.
We Provide Clear & Understandable Reports
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.
“Only 25% of Irish people feel that their financial situation is secure”
