The greatest asset a business can have is a hardworking and loyal workforce. It is therefore important to reward these employees by offering a well-designed employee benefit package. This will foster and develop goodwill with employees and will help to attract, motivate and retain staff.

Plan Design

The plan begins by identifying the core values, goals and priorities of the business and from this process selecting the appropriate benefits.
The next stage is to research the products and services on offer from the various service providers and to present the most suitable options and alternatives that are available.

A risk assessment is carried out in order to identify the most suitable investment strategy, select the appropriate funds and to provide ongoing monitoring and support.

We will also provide ongoing support for participants through our employee wellness programme, which includes free financial consultancy, on-site support, newsletters and seminars.

  • Group pension
  • Group PRSA
  • Group Income protection
  • Group life cover
  • Executive Financial planning
  • Free financial Consultancy
  • On site support

Employee Financial support

Our Employee financial support programme is designed to help employees manage their finances effectively and providing them with financial independence, to educate and empower employees to make the right financial decisions.

Advice Areas

  • Cashflow Analysis
  • Saving and inventing
  • Retirement projections
  • Education Planning
  • Buying a home
  • Budgeting
  • Mortgage advice
  • Managing debt
  • Making a will
  • Benefit in kind
  • Claiming medical expenses
  • Loan Repayments

Executive Financial Planning

Our Executive financial planning programme is designed to support your key executives at every stage of their financial life. Whether it is in designing a complete financial plan or just advising on key areas, we are available to provide expert financial advice and guidance in planning for your future.

Our financial planning process allows clients to fully understand their financial position now and into the future. To set goals and know how to achieve them. We also provide ongoing monitoring and support to make sure your plan stays on track.

Your Plan

Your financial plan will include in-dept financial analysis, projections and recommended strategies. Your plan may consist of some or all of the following:

  • Cash Flow Analysis
  • Tax Planning
  • Debt Reduction
  • Family protection
  • Retirement planning
  • Investment planning
  • Mortgage advice
  • College funding
  • Estate planning