CORPORATE SERVICES: IN CAREER FINANCIAL COUNSELLING

Working closely in conjunction with your company’s HR, Acuma Wealth Management offers a unique service in the region. Our ‘In Career Financial Counselling Service’ to staff members communicates pre-approved financial services and products that are seen as necessary and appropriate by the company to the employee. 

Typically the products communicated might include optional life or health insurance schemes or voluntary contributions to an in-house pension plan. Seminars, staff days and one to one consultations are all methods recently employed by our team to communicate the importance of this area of your employees’ welfare.

Contact us now to find out whether this service could benefit your staff.