To provide a complete financial planning that gives clients the knowledge and tailored advice to enable them to feel confident about their futures. Through friendly personal service, continuous innovation, and holistic financial planning, we aim to change the way financial services are provided in Trinidad & Tobago by educating the public and making a positive difference in our clients’ lives.
Corporate Financial Wellness Program
Wellness programs have grown over the years to not be limited to only health, safety and mental wellness but also financial wellness as it has been recognized by several employers that financial stress can affect an employee’s health as well as productivity which ultimately affects a company’s bottom line. A healthy and stress free employee is good for business and as such Corporate Financial Wellness Programs are designed to educate and advise employees to empower them to make informed and knowledgeable financial decisions.
From an employee’s point of view financial wellness means a well-managed debt portfolio, a strong financial foundation (emergency savings, insurances and retirement plans) and being on a path that would allow them to meet future financial goals.
Our Corporate Financial Wellness Program offers the following:
Unbiased financial literacy and education workshops designed to focus on changing employees’ habits and behaviours as the first step in taking control of your finances is having the right habits. It is our belief that if you are not consciously developing the right habits you might be unconsciously falling into the wrong ones.
Holistic and comprehensive planning. Our program does not focus on any one area of finances such as insurances or mutual funds or investment products but covers all areas of financial planning from savings to debt management, retirement planning to estate planning as well as several other key areas in the financial planning process. The program integrates the current employee benefits to identify existing gaps in employees’ portfolios.
Personalised guidance: free one on one consultations to all employees seeking to take the program one step further to developing their own financial plan. This drive has a higher success rate at implementing the necessary habits and behaviours in spending, saving, investing and planning.
Ongoing financial wellness workshops. Planning workshops during the orientation process for new employees, workshops for families as well as pre-retirement workshops for employees within five years of retirement are all part of our corporate wellness program. It is necessary for employers to understand that financial planning is a process and not a one-time educational seminar.
Other services under our Corporate Financial Wellness Program:
Personalised financial planning services to all employees of any corporate client
Estate Planning workshops