Corporate Financial Wellness
We actively work with large organisations to educate their staff on personal financial planning.
We work with companies either in-person or virtually, and provide options for presenting to small teams or larger groups.
We have a number of fixed modules within the personal financial planning spectrum which we teach as part of the curriculum.
Why Educate your Staff ?
1.
Attract & Retain of Staff
2.
Boost Morale & Improve Productivity
3.
Reduce Stress Levels
How do we Educate your Staff?
Option 1:
Virtual Group Wide Presentations
Option 2:
In Person Presentations to large Groups
Option 3:
In Person Sessions with smaller Groups
Modules:
Holistic Financial Planning
Cashflow Planning
Pension Planning
Protection for me & my Family
Investment Management
Mortgages & Debt
What is the Process & Pricing ?
Every Engagement is tailored to the specific needs and objectives of our Corporate Clients.
We do not believe in an ‘off the shelf’ solution and will tailor a package that suits your needs.
Contact us at office@Compassprivatewealth.ie or phone our Dublin office on 01-6852530
