One-to-one advice
Some employers have a private financial adviser or a financial institution come to speak with employees to offer them private financial advice. This can happen as a one-off or regularly.
One-to-one sessions with financial advisers are particularly valuable. The aim of a one-to-one session is to help your employees work out a suitable plan of action.
There are many financial institutions and financial planning professionals who would be interested in assisting your employees. We cannot make specific recommendations, but would emphasise that any counseling sessions should be conducted on terms that suit you and your employees. Use our checklist for financial advice to help you find advice that suits your needs.
A person who sells financial advice and/or products. They include financial advisers, insurance agents, planners, sharebrokers, mortgage brokers and bank managers or agents. They may be salaried, paid a commission or have an hourly rate.
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