Financial Guidance

Financial counselling is about more than just money. Our EAP Guidance Team provide practical advice and tools in a relaxed and easy to understand manner.

Book now

Impartial Guidance

Our team are impartial in their recommendations and the information and guidance they give is aimed at helping you to resolve and/or improve your financial situation.

This advice may include guidance on:

  • Spending less than you earn – saving the surplus for future use
  • Knowing what is coming in and what is going out – setting up a budget and being intentional about spending
  • Insight on borrowing money – understanding the different types of borrowing, when it is beneficial and how to make smart decisions.
  • Taking a long-term view – having a regular savings routine for future spending, emergency funds andretirement
  • Tackling debt – setting realistic and attainable financial goals
  • Growing your money – understanding investment and savings options
  • Protecting what you have – why you may need insurance for yourself, your property and income and also your investments
  • Buying a home – knowing what sort of deposit you’ll require and how much your repayments might be
  • Preparing for retirement – preparing a fixed income budget.