Financial Assistance Programmes
Sound financial advice is important when you are faced with a reduction in your income as a result of extra taxes, reduced working hours, or voluntary or compulsory redundancy. Our goal is to help employees make decisions about their finances that are best suited and most appropriate to them and their family. Financial assistance programmes are now integrated with your employee assistance programme.
Key areas we cover include:
- How to budget your income each month
- Loan repayment options
- Loan repayments/difficulties
- Insurances
- Investment
- Pension
- Lump sum payments
- Social welfare benefits
We are very conscious of the enormity of what decisions lay ahead for individuals, and many find it too much to take on board alone, which is why we encourage the involvement and participation of their spouse/partner when meeting on a one-to-one basis. The feedback we have received from clients in the past year is one of both relief and comfort when their partner is involved in this process.
Our goal is to help employees make sound, informed financial decisions. We can support them with all elements of their immediate financial planning and as part of this approach, provide them with an overall independent review of their existing financial arrangements, plus recommendations on how to protect and improve their situation.
Together we identify the most important financial issues/choices that have to be made and make informed recommendations based on these. Our objective is simple - to put a plan in place for them and their families’ financial security and wellbeing and we will endeavour to ensure this happens.
“Someone once said to me that if they had more money they would then have a better plan, I replied that if they had a better plan they would not need more money.” Jim Rohan, Motivational Speaker.