What should be included in an Effective Financial Wellness Programme?
What should be included in an Effective Financial Wellness Programme? It can be difficult to ensure your Financial Wellness programme is effective across your organisation with the many facets to consider. From our experience, when assessing how to construct a...
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Beat the Taxman – Top 10 Tax Refunds
“Sure, I’m a PAYE worker, my tax is deducted at source” This is a common response when we advise PAYE employees of the importance in filing an annual tax return with Revenue. Remember, everybody has an obligation to pay tax, but none of us has an obligation to...
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How does Financial Wellness Reduce Stress?
Employee Stress comes from lots of sources. If you are talking to a room of 100 people, one may be dealing a bereavement, another dealing with a relationship problem, another a work-related stress and another a weight concern to name just a few that we...
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How to Beat the Tax Man – Know Your Tax Refunds
Tax can be overpaid. Most PAYE workers regularly review their Health Insurance cover, shop around for motor and home insurance and love a bargain.…So why is it that a lot of individuals are not reviewing what is most likely the largest outgoing in their house, their...
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21 Tips for Financing Your Child’s Third Level Education
If you’re a parent to preschool or school-aged kids, then you’re probably feeling the pressure of funding their education. Primary and secondary school are expensive enough, but college is in a league of its own. So, if you find yourself nervously counting...
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5 Ways to Manage Scary ‘Back to School’ Costs
Your financial wellness can take a serious hit in September when it's time for the kids to go back to school. Indeed, the 2018/19 school year will see primary education costs reach all-time highs. A recent survey by Zurich Life shines a light on the real...
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Why Investing Beats Saving in the Long-term
To save or not to save? To invest or not to invest? That’s the question of the day. But rather than giving you a long-winded weighing up of both options before concluding one way or the other, I'm going to give you my opinion straight-up: You should...
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Insurance and Financial Protection: Back to Basics
Who loves insurance and financial protection? No … no-one? No takers? OK, so this probably isn't a subject I need to break out at parties to win the crowd over. But unfortunately, life isn't all fun and games. Indeed, some of us are forced to leave the party sooner...
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Why truly holistic Corporate Wellness Programmes need to address Financial Wellbeing
Corporate wellness in Ireland has developed year on year as more and more companies are making a serious commitment to promoting employee wellbeing in the workplace. One of the key corporate wellness trends in Ireland in 2018 has been the...
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10 Clever Ways to Minimise Your Mortgage Costs
Reducing mortgage costs is one of the most prominent concerns I come across as a financial planner and corporate wellness financial wellbeing provider. The dream of homeownership is achieved through the reality of a mortgage. And for many of us reality...
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Employee Financial Wellness Lifecycle Planning Chart
Employee financial wellness is all about financial planning and financial planning is all about understanding the life stages and financial needs of an employee. This chart demonstrates a typical financial lifecycle from costing someone else as a child to...
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How to Budget the Financially Fit Way
Budgeting is a very simple concept: Weigh up your income against your expenditure to determine your cash flow and make sure you’re living within your means. But one of the big mistakes most people make is that they don’t attach their future financial goals...
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