Financial Education Presentations & Workshops

This is the stage of life where your employees may have just starting out in their career and seeking Financial Advice may not be in the forefront of their mind. However, this is the perfect time to start gaining knowledge of some the financial basics. We will introduce employees to the foundations of managing their finances effectively. We will teach your employees how to manage their debt. Most importantly, we will teach your young employees to adopt the right behaviours, so they become engaged in their saving from an early age.
 

• The Art of Budgeting
• Debt Management
• Personal Financial Management & Behavioural Finance
• Saving, and the Power of Compound

Your employees may now be in the process of settling down and this life stage can naturally lead to several events. This life stage can ring a number of considerations such as marriage, children and purchasing a property. It can be one of the most financially challenging life stages because whilst income may have increased, this is offset by an increase in liabilities. This may be also the first time your employees start thinking more seriously about their future provisions and considerations such as how they maximise pension contributions.
 

• Getting on the Property Ladder
• Protection Considerations
• Wills and Lasting Powers of Attorney
• Saving for Your Future
• Cash Flow Modelling

During this life stage, your employees may start to think about when they can stop working. They may have started to make inroads in paying off their mortgage. Their children may be older and may be thinking of flying the nest. Their income may have increased, and liabilities decreased, leading to them having more disposable income. The earlier people start saving for their retirement, the better their position will be later in life. During this life stage our main objective will be to help your employees understand how much income they may need in retirement to meet their lifestyle. Often, their newfound surplus income, may be used towards mortgage liabilities or pension planning.
 

• How much is enough in Retirement?
• Lifestyle Financial Planning
• Maximising Income Strategies in Retirement
• Estate Planning