
CORPORATE
Protection
Group Health
End of Service Benefits
In Career Financial CounsellingPERSONAL
Protection
Savings & Investments
Estate Planning
Retirement PlanningCORPORATE 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.
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.
