Services and Fees

Our Financial Wellbeing Programs include a range of services which you can tailor to create an employee benefit program for your organisation:

  • Seminars: offering insights and strategies on topics from investing basics to superannuation and retirement strategies
  • Master class sessions: Small group workshops providing a more in-depth and interactive exploration of ideas and strategies on a range of hot topics
  • Personal evaluation service: providing individuals with a realistic assessment of their financial future and guidance on risk, diversification, investments, super, insurance and employee shares (if applicable). People nearing retirement also receive a retirement income forecast to identify if they are on track to retire with the income they need
  • Individual personal financial advice: providing selected individuals with full personal financial advice
  • Access to white papers and e-newsletters: informing people of financial and investment issues and ideas

Please contact us for a proposal and fee quote for your organisation.