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Financial Planning Presentations

Financial Planning Presentations at your place of work

The "Good Habits" initiative was created through a need to share knowledge and information about the five key areas of basic Financial Planning. We have found that people of all ages and professions could benefit from financial advice but perhaps don't know where to go, whom to trust or struggle to find the time.

Our research has also identified that many people are unaware of the basic plans required to help get onto the property ladder, protect their families or save for the future by utilising their annual tax-relief and tax-free growth allowances which are simply lost each year.

We can offer interactive workshops explaining the key areas of financial planning

Emergency funds 

Getting onto the property ladder and mortgages

Protecting your income and family

Maximising tax-relief and tax-free growth

Understanding compound interest 

Tax Planning

Future generation trust planning

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