Financial Planning
Every employee is an individual with their own dreams and circumstances and as such, will hugely benefit from personalised financial planning.
EBG are experts in crafting achievable and fulfilling lifetime financial plans. This will ensure your employees have a clear strategy to help them accomplish their life goals and aspirations.
We offer a range of options to adapt to the specific needs of your workforce:
Financial Planning
Every employee is an individual with their own dreams and circumstances and as such, will hugely benefit from personalised financial planning.
EBG are experts in crafting achievable and fulfilling lifetime financial plans. This will ensure your employees have a clear strategy to help them accomplish their life goals and aspirations.
We offer a range of options to adapt to the specific needs of your workforce:
Personal Financial Life Plan
In these personalized sessions we conduct an in-depth review of an employee’s current circumstances and build them a personal financial plan to meet their own specific financial and life objectives.
These sessions are typically targeted at early and mid-career professionals. We help them understand how to make best use of their income to put them on a clear pathway to a successful financial future.
Approaching Retirement
The transition from an active career to retirement is one of the most daunting stages of life. Doubts about if you have sufficient assets to match your retirement goals are common and anxiety can lead to expensive mistakes.
We can help guide later stage professionals through these doubts and provide them with a clear plan to successfully manage their finances in retirement.
Leavers & Joiners
Changing employers is a major life change and an essential time to review your financial planning. We are able to help minimise stress and maximise opportunities for employees by explaining how their financial plans can be impacted.
One very popular service here is a financial orientation for employees relocating from/to another country.
Focused Advice
Many companies understand the value of offering their employees additional incentives such as performance bonuses, share awards and additional employee benefits. Research however shows that unless these are expertly explained, these valuable benefits can be under appreciated by the recipients.
EBG can help design simple group, or one to one, sessions to clearly communicate these valuable benefits and guide employees on how to make maximum use of them.