€350,00 EUR

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Loxkrkaeqy26lee7p9ng offer

Premier Financial Plan

  • Your Premier Financial Plan reviews all your needs in the following areas:
    • Life Cover
    • Income Protection
    • Illness Cover
    • Education Planning
    • Savings and Investments
    • Tax Reliefs
    • Retirement Planning
    • Estate Planning
  • The plan will help you prioritise what financial concern needs to be addressed first
  • The "Know your Money" online course helps you get to a handle on your personal finances
  • The plan is designed to give you clarity and peace of mind

What you will learn in your "Know your Money" course:

We have videos to help your employees in the following areas.

  • Introduction to the Know Your Money course
  • 3 Items you need to Grow your Wealth
  • Basic Needs, Wants & Wishes
  • Getting to Know your Personal Expenses
  • Getting to Know your Income
  • List your Liabilities
  • List your Assets
  • Preparing your Personal Net Worth Statement
  • Debt Management
  • Prepare you Life goals and Priority Sheet
  • Know your Money Action Path