We know that taking care of your business and your people is one of your biggest responsibilities. The good news is we're here to help.
We offer a range of services designed to help you and your team to succeed with as little stress as possible.
Real coaching, engaging events, and on-demand tools—so your employees get money guidance and benefit questions answered when they need it.
On-going Workplace Financial Guidance + Benefits Support Across the Employee Lifecycle
YourClarityCoach gives every employee ongoing, judgment-free access to an experienced financial coach by chat, text, phone, or email for personal financial guidance. HR receives expert help fielding benefits questions at onboarding, throughout employment, and at offboarding—driving appreciation and understanding of your benefits, with no personal data collected or shared, and no product sales. We help people build better money habits, reduce stress, and make confident decisions.
Workplace meetings for your team with customized topics to improve their financial wellbeing.
Short, sweet, and straight to the point. In under 60 minutes, we hit the essentials, highlight the key decisions, and give people simple next steps. Perfect for all-hands or quick hit learning—no fluff, just what employees need to feel confident fast. Some examples of topics that can be covered are:
- What your group medical actually covers (and common gotchas)
- How to read your pension statement in 10 minutes
- Beneficiary basics: the 5-minute check that prevents headaches
When a topic needs more time, Clarity Sessions give it room to breathe. We break things down using plain and simple language, walk through real examples, and leave plenty of time for Q&A. People walk away actually understanding the “why” and knowing what to do next. Some examples of topics that can be covered are:
- Estate planning basics: wills, Powers of Attorney, Trusts and how to get started
- Lifestyle protection: life, income protection and critical illness—what to consider
- Retirement readiness: accounts, contributions, and a roadmap
These are hands-on, small-group workshops where we roll up our sleeves together. We use templates and calculators, work through exercises live, and answer questions on the spot. Everyone leaves with something built—like a cash‑flow plan—and a simple 30‑day action plan. Some examples of topics that can be covered are:
- Build your cash-flow plan: create a spending map and automate savings
- Saving and investing: pick accounts, set targets, and choose a basic allocation
- Debt payoff game plan: prioritize balances and choose a payoff method
Private, one-on-one time with a Financial Guide. It’s a judgment‑free space to talk through your situation, weigh options, and choose clear next steps. You’ll leave with tailored recommendations, a short checklist, and resources to keep moving—no sales pitch, ever. Some examples of topics that can be covered are:
- Debt management: consolidate vs. snowball/avalanche, and next steps
- Pension and retirement basics: projecting income and choosing elections
- New family or life change: updating beneficiaries, insurance, and cash flow
- Big purchase planning: home, car, or education—budget and tradeoffs
Employee Group Benefits
Employee benefits are becoming increasingly important in attracting and retaining talented people in an organisation. We work with businesses of various sizes to deliver the benefits they need to create a desirable workplace environment.
Traditional benefits include:
Coupled with a competitive salary, a comprehensive employee benefits programme is a sound investment for a business. Recruitment costs are reduced and staff retention is increased, thanks to a happier, more engaged workforce. And the more engaged your people are, the harder they’ll work to ensure the success of the business.
Commercial Insurance Brokerage &
Risk Management
Commercial insurance also helps businesses meet legal requirements and comply with labor regulations. Many industries mandate specific coverage types; securing the right policies helps companies follow the latest standards, avoiding fines and legal complications.
As your Commercial insurance brokers we find the best policy from different insurance companies, comparing options, negotiating terms, and ensure you're protected.
Some coverage options are:
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