Financial Wellness

Financial education provides employees with a greater understanding of money and investments enabling them to make better financial decisions and plan more effectively for their future. Understanding the potential outcomes of their decisions and how this fits into their broader financial planning process will help employees connect and engage with their benefits, placing greater levels of appreciation and value on the benefit provided by employers.

At Priority Insurance & Finance Solutions, we offer fully flexible education services for your employees, from open seminars to Mortgage and Financial planning clinics and one-to-one consultations, all delivered in an informal and comfortable environment to facilitate interaction and discussion.

We would welcome the opportunity to discuss our Financial Wellness partner program in more detail with the appropriate person in your company.

Initial Review

Implement the Solutions

Future Reviews

Our Advice Process

At PIFS, we have developed a very robust advice process. This enables us to identify your financial objectives and to ultimately devise solutions to help you achieve those objectives.

We gain a complete understanding of your current financial position
We build a picture of your current assets & liabilities
We help you to identify your income and outgoings
Finally we seek a range of other relevant information to help us design the optimal plan for you.

We help you to identify what you want to achieve financially
We help you set timeframes for these goals
Finally we ensure that you set realistic expectations around achieving these goals

First of all we explain the relationship between risk and reward
We help you to identify your own personal attitude to risk
Once you identify your attitude to risk, we help you identify whether or not you have the financial capacity to live with your preferred level of risk

Based on the earlier analysis, we make recommendations to help you achieve your financial objectives
We make sure that you have a crystal clear understanding of all the proposed solutions
Then together we agree a course of action and which proposed solutions will be implemented.

Now that we’re clear on what you need, we research the market to identify the best product for you
We also identify the best product provider for your particular needs
Finally, we ensure that you get the best terms possible

First of all, we make sure you have a full understanding of each stage of the implementation process
Then we help you to complete the paperwork
We also liaise with the provider on your behalf to ensure the process is as smooth as possible
We also ensure solution is fully implemented

Finally we agree a regular review schedule with you
On an ongoing basis we monitor the performance of any products in place for you
If necessary as circumstances change, we take action as appropriate to adjust the financial plan