Corporate

An increasing number of companies are incorporating our services into their offering to staff to aid:

  • Retention
  • Financial Literacy
  • Protection for their families

We provide the following services for our corporate clients:

  • Site visits for a flat daily fee to provide strategy consultations for employees;
  • Financial Planning for staff entering forced or voluntary redundancy;
  • Group Life and Key Person Life Insurance plans
  • Staff Superannuation Plan reviews
  • Financial literacy presentations

Contact us for more information or to arrange a time to meet with a Consultant.