1 To 1 Financial Clinics
Our 1-to-1 clinics provide tailored, independent advice from reliable experts.
1 To 1 Financial Clinics.
Our 1-1 clinics provide financial education and coaching to employees. It gives them the opportunity to meet our team of financial experts face-to-face, allowing us to find the best possible way to support them.
As financial issues are one of the top causes of stress, it is important to provide employees with reliable advice from industry professionals.
Our Financial Coaching Solutions:
Employee Financial Health Check
➥ 30-minute sessions
A quick one-to-one session where employees can speak with a Financial Coach about the topics most relevant to them—whether it’s budgeting, pensions, or personal finance questions.
Suitable for all employees, across all roles and levels.
Employee Financial Health Screening
➥ 1+ hour session
An in-depth financial review conducted by one of our expert Financial Coaches. This session explores every aspect of an employee’s financial situation, helping them create a clear, structured path forward.
Suitable for all employees, across all roles and levels.
Senior Executive Financial Coaching
➥ Ongoing strategic sessions
A tailored financial planning service designed for directors and senior executives. These recurring sessions focus on building, protecting, and managing wealth in a time-efficient and coordinated way.
Ideal for senior leaders looking to optimize income and long-term financial planning.
“60% of the Irish people in the ‘Financial Secure’ category received financial education at school.”
You Can Rely On Us for Market-Leading Financial Workshops
Ready to take the first step? Simply fill out the form below, and a member of our team will be in touch shortly.
Not sure if this service is the right fit? No problem—send us a quick message. We’re happy to answer your questions and talk through your options with no obligation.
