Financial Health Workshops
Helping your employees reduce financial stress and anxiety.
Financial health workshops led by our expert coaches.
As financial issues are one of the top causes of stress, it is important to provide employees with reliable and impartial advice from industry professionals.
Our financial health workshops are designed to give employees all the information they need to make good financial choices. It gives them the opportunity to evaluate their current financial situation and understand what their next steps should be.
All of our workshops are delivered by qualified professionals. They last approximately 45minutes and are designed to provide actionable advice to employees.
We have a full catalogue of over 30 workshops to choose from. Get in touch to learn more.
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.
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.
“As much as 23% of Irish people feel that they are struggling or just about coping with their personal finances.”
