Achieving Financial Wellbeing

This seminar is designed to provide employees with an understanding of financial wellbeing and practical steps to improve employees overall financial wellbeing. As well as live audience polling, this webinar incorporates guidance on the following areas:

  • Understanding taxation
  • Creating of a household spending plan
  • Prioritising short-term debt repayment
  • Long term mortgage acceleration
  • Protecting against the What ifs of life
  • ¬†Short, medium & long term saving priorities
  • Planning for retirement
  • Planning for older age