Financial education in the workplace
We begin by getting to know your business – your objectives, culture, your people and how you measure success.
In terms of service delivery, you have many choices. We offer face-to-face seminars, webinars, one-to-one clinics, online education and interactive modelling tools. Our experienced account management team will be on hand, designing, implementing and managing delivery. Lastly, we can help with analytics and reporting – letting you demonstrate the return to your business from your investment in financial education.