Improving the Financial Well-being of Private & Public Sector Employees

Partnering with Employers who care about Employees Well-being

As one of Ireland’s leading financial well-being specialists we use World Health Organisation approved health promotion methods to design tailor made financial education programmes that teach employees how to make the most of their money now and in the future.  We provide employers with a team of dedicated financial experts and educators who are passionate about improving financial literacy in the workplace.

What are the benefits of implementing Financial Well-being?

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Boost Morale, Productivity, and Culture

Providing financial education creates a supportive work environment, boosting employee morale and fostering a positive culture.

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Attracting and Retaining Talent:

Financial wellness initiatives reduce absenteeism, improve focus and by enhancing employee satisfaction and retention

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Improved Benefit Understanding:

Financial education helps employees fully understand and utilise their workplace benefits, strengthening employer-employee connections.

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Support for Employees and Families:

Provide education, guidance, and resources to help employees and their families improve financial independence and start their savings journey with clarity.

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Ireland's Leading Financial Well-Being Educators

We use a simple three pillared approach to help make the process seamless, impactful and hassle-free for employers and employees:

Our 3 pillar approach:

Understand

We start with our Attitudes & Trends Survey which helps us and you understand the existing financial literacy levels and attitudes of your workforce before we design a programme bespoke to the needs of your organisation. We continue to measure and report on progress throughout your programme to ensure your programme has maximum impact.

Educate

We believe in a “No Surprises” approach to empowering employees to understand their present financial situation and target future financial events to ensure that each employee fully understands the various elements that make up their financial worlds.  By understanding they know what actions to take to make the most of their money.

Communicate

Finances are often considered stuffy, intimidating & uninspiring.  Our communications are designed to be fun, engaging, and interactive to ensure a high level of impact and engagement. We’re Financial Experts who understand and are changing how financial education is delivered and perceived.

What does an Employee Financial Wellness Programme Look Like?

A typical programme will have:

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Group seminars and webinars

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Masterclasses

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Individual Guidance Clinics

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Action Signposting

We deliver all of this through our team of dedicated professionals and back it up through dedicated client portal where programme content can be accessed 24/7/365 by employees

We deliver programmes for:

Private Sector Organisations

Public Sector Organisations

We are winners of the Communication Award at the Irish Pension Awards

We are thrilled to take home the Communication Award at the Irish Pension Awards for the second year in a row! This incredible achievement recognises our commitment to using award winning communication methods as one of our key pillars for delivering Financial Well-Being and financial education to our wonderful clients

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