Get It Done – “The Financial Wellness Presentation”

Last Thursday we were kindly invited into the Zurich International offices to talk to their Team about the importance of FINANCIAL WELLNESS.

This is a part of our Get It Done initiative that we launched in January. Our aim is to highlight the importance of financial planning, especially during the “Cost of Living crisis” and to encourage people to put into action all those financial arrangements they have been putting off. Topics covered included:

Mortgages – The latest on interest rates and why you might want to review your mortgage arrangements.

Life assurance and health protection – Ensuring you and your family have sufficient protection in the event of an emergency.

Pensions – The necessity, tax advantages and the benefits a pension provides.

Savings – The need for a “rainy-day” fund.

Investments – The investment options available and how solutions are tailored for your needs.

If you think this kind of presentation would be beneficial to you and your company, please get in touch and we will be delighted to arrange a day when we can come to your place of work and present to your Team. We can also provide a financial drop-in session or 1-1 appointments.