- About us
- Seminars & Courses
- Workplace Financial Education
- Financial Wellbeing
- Contact Us
Our financial guidance clinics allow for your employees to to speak with a qualified financial adviser on a one to one basis ether in person at your organisation or through a video call.
Our financial wellbeing clinics allow employees to speak with a qualified financial adviser on a one to one basis. They can discuss concerns, plans and learn about financial issues that may affect them.
We use a three stage approach to arrange a financial clinic at your place of work.
15-60 minute slots will be available for the arranged time period
We will supply you with marketing literature and a booking platform
Employees will be invited to attend and book a slot with our adviser
Our financial guidance sessions can follow a certain structure and topics discussed around any ongoing situations at your organisation or left completely open. A few topics that can be covered by one of our financial adviser include: