A member of our team will meet with you in person or discuss over the phone to learn more about your organisation and how we can support your employees.
Based on the survey results, our team, in partnership with a firm of chartered financial advisers will produce your program. You will receive a recommended programme along with the survey results.
Our marketing team will provide literature to help get the word out. We can produce flyers, email templates, desk drops, microsites and more.
The date has arrived. An independent financial adviser who is employed by firm of chartered financial planners will carry out your first workshop whether by webinar or on site. Following the workshops, attendees will receive a financial pack and a feedback form to help us measure the success.
We will review the feedback from the seminar and provide an update to you or your team with an action plan to move forward with.