1:2:1 Clinics

Helping you on Life's Financial Journey

Our 1:1 employee Clinics can be organised in conjunction with any of our seminars or webinars or instead on a standalone basis. Ideally, for maximum engagement, we recommend employers facilitate 1:1 clinics only after the delivery of the initial seminar or webinar. As outlined, these clinics provide your employees with the opportunity to discuss their personal finance queries through confidential 1:1 meetings during working hours, with the agenda set by the employee and their personal queries answered by experienced Certified Financial Planners®. In our experience, 30 minute slots are generally more than adequate for employees to raise and get guidance on their specific query, so over the course of a half-day we can accommodate up to 8 of these 1:1 clinics or 15 over a full-day.  

1:1 Financial Wellbeing Clinic