Community work isn't a marketing line for us. It's sponsorships, fundraising, free advice for local causes and an annual conference for the wider wellbeing industry. The same five faces - just outside the office.
Our long-running charity partner. We've run fundraising lunches, sponsored walks and cycles, and made annual contributions to the South Tipperary branch - funding day-care places, in-home respite and family supports for people living with dementia.
We support Positive Steps Together - a Tipperary-based initiative promoting positive mental health and resilience across schools and workplaces. Financial pressure is one of the loudest stressors in Irish households; this work meets it head-on.
Each year we host (and co-host) the Wellbeing Conference, bringing HR leaders, occupational-health specialists and finance professionals together to share what actually moves the needle on employee wellbeing - financial and otherwise.
Plenty of what we do isn't worth a press release - but it adds up.
Local GAA, rugby and underage sport across South Tipperary and Limerick.
Annual events with proceeds to our charity partners - staff match what we raise as a firm.
Quiet financial-planning support for community organisations and small charities that couldn't otherwise afford it.
We attend, we present, we volunteer. The team is given paid time off to do it.
“We've never seen community work as separate from the business. The same instinct that tells you to listen properly when a client is in front of you is the one that tells you to show up when your neighbour needs a hand.”
If you're running a fundraiser, organising a wellbeing event, or know a Tipperary community organisation that could use a financial planner's time - drop us a line. We can't say yes to everything, but we read everything.
