Workplace Financial Programmes

Tailoring a bespoke programme to help your employees' make better financial decisions.

 

A Tailor-Made Financial Programmes for Your Workplace

At Financial Health, we offer a comprehensive range of workplace financial services designed to support your employees in making better financial decisions—ultimately reducing stress and improving overall wellbeing.

Our programmes are flexible, practical, and tailored to meet the unique needs of your organisation.

Who Are Our Programmes for?

  • Individuals – Personalized guidance to build financial confidence

  • Families – Support for planning, budgeting, and long-term goals

  • Employees – Tools and coaching to make smarter financial choices

  • SME’s – Scalable solutions that support small business teams

  • Enterprise – Custom financial wellbeing strategies for large organizations

 Seamless implementation in your business in 5 simple steps:

Meet With Our Coach.

Meet with our financial coach to discuss company’s values, explore options and establish financial health objectives for employees.

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We’ll Send Your Survey.

We’ll send out a survey to all your employees or selected group to establish current status and needs.

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Build your strategy.

Select one or more of our seminars and/or clinics, or agree your strategy with our advisor on a customised seminar.

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Our Financial Coaches Deliver.

Our financial coaches will then deliver your seminars and/or clinics etc on site as neccessary.

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We’ll Gather The Results.

We will then send a follow up survey out to each of your employees to review their financial health.

 

We provide an extensive range of workshops & clinics led by our highly experienced financial coaches.

 

Our Financial programmes workshops:

Budgeting For Financial Health

The Basics Of Financial Health

Financial health: budgeting for the festive season

Improving your borrowing power

Personal taxes

➥ Protecting your income and your loved ones

Our 1-To-1 Clinics:

Financial health checks

Executive financial coaching

➥ Employee financial screening

Only 25% of Irish people feel that their financial situation is secure
— CCPC 2018
 

We’re Here to Help You.

Ask a question below or request a callback - you’ll receive a prompt response with sound advice.