Financial Resilience Programmes for your Employees
We currently offer three main packages; it’s really a case about choosing what is best suited for your business. To ensure your preferred choice is right for you, we recommend having a free no-obligations meeting first to go over the details of each option and discuss how they would benefit your business. Please read below for a brief summary of the three packages, however if you would like more information about any of them, please reach out to us and we will be happy to discuss their various intricacies.
Bootcamps & Workshops
This is an effective way to help many employees at the same time. Our workshops are presented in an interactive format with engaging content.
We will work with your staff to help educate them on key areas of financial planning and provide the tools necessary to guide your team to success.
Our workshops typically take place over four structured sessions as well as a follow-up revision session sometime later. The first session is an overview and goal-planning session, with the next three sessions being focused around cashflow control, wealth creation, and risk management. Between each session, staff will be given relevant ‘homework’ to complete, as well as resources and material relating to each session.
One-to-One staff coaching
Developed over the past 24 years, our Financial Plans give individuals complete clarity around where they are, where they’d like to be, and how they’ll get there. Without a clear path to follow, achieving goals can often lead to stress and anxiety. We help to reduce these stresses by working closely with your team to enable them to work towards their goals with confidence.
At FoxPlan, this is our primary product and something we are extremely proud of. Our boutique approach to financial planning will take your staff through goal setting, budgeting, bank structures, investments, retirement planning, and much more. A key aspect to planning with FoxPlan is on-going reviews. We check in regularly to make sure we keep you and your team on track. Find out more about planning HERE.
In- House Financial Advice
Diverse workplaces likely feature an array of unique financial situations within their teams. We offer a perfect opportunity for your staff to schedule 1-on-1 sessions with an adviser to go through their unique personal situation.
A great benefit of in-house financial advice is the ability to tailor the content of each discussion to the individual. Each of your staff members may likely have their own personal financial struggles, especially now due to COVID-19. An In-House Financial Adviser offers a great solution and gives each staff member the information and resources needed to work through their current difficulties.
One of our Financial Advisers will be happy to work on site, in your workplace. With full acces to your adviser, your team can book in a one-to-one session to work through their current situation.
What’s included in the programmes?
The content of the programme is focused around three main areas; cash-flow control, wealth creation, and risk management – all tailored to a short-term context to help individuals navigate their way through these difficult times. Above all this however is goals, giving context as to the importance of effective financial control for your employees.
Cashflow Control
Cashflow control is all about watching everything coming in and out of your bank account, reducing inefficient expenses and setting a budget to help you save.
Personal Auditing
Banking Structures
Debt Management
Goal Funding
Wealth Creation
Wealth creation focuses towards increasing your overall net-worth through application of effective strategies relating to investment.
Overview of investing
Explanation of different options
How/where to start investing
Aligning investments with goals
Risk Management
Risk management is vital in ensuring you reach your goals even if something unfortunate happens, be it a broken leg, financial crisis, or a global pandemic.
Personal insurances – tailored focus to short term options
Rainy day fund (for events like this)
Estate/Wills/EPA