WORKPLACE FINANCIAL WELLBEING

Financial talks from an independent and credible source to educate your employees on the best ways to manage their financial wellbeing

Arrange an educational talk for your employees with one of Ireland’s favourite financial advisors,
Paul Merriman, to help them feel more in control of their financial situation.

Financial stress and worry can affect an employee’s engagement, productivity, and attendance. As an employer, it’s never been more important to ensure your employees have the knowledge to make the right financial decisions, now and into the future.

Paul is a firm believer in advice equality; that everybody should have access to financial advice regardless of age, background, or income level and so askpaul was born. To give everyone a place to get access to jargon-free financial advice. Advice that people can relate to and also understand!

The Money Masterclass is designed with a 3 pillared approach to improving the financial health of employees in workplaces big and small. To help your employees take control of their finances by empowering them with the information and tools to spend and save smarter, then inspiring them to make small, achievable financial changes in their daily routines. Through consultation with employers in advance, these seminars can also highlight important financial benefits provided to employees.

Paul delivers financial advice that is relevant, practical, and most importantly, that is truly independent – we are not tied to any Financial Institution or Lender. He has no agenda other than delivering good & easy to understand advice. The masterclass can be a one-off session or a series of financial wellbeing seminars, each session about 1 hour long.

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Money Master Class

Financial Planning 101

Get the basics tools and knowledge to build a financial plan. Paul talks through his financial planning philosophy Protect, Grow, Replace, the key steps and actions that must be covered to create a solid financial plan.

In this talk, Paul covers a range of financial topics such as day-to-day money management, budgeting and planning giving his top tips to make the monthly income last a lot longer. Showcasing the importance of cashflow modelling and how each financial decision can have a huge impact over the long term. Paul will also discuss how to save thousands on your mortgages, do you really need a pension, how to make the most of that (little bit or a lot) of extra money that you have, should you save or invest?

Watch Paul at Fresh Resolutions 2020 explaining all things finances HERE.

Why book Financial Wellbeing?

There is no doubt that there is a link between mental health and finances, people face financial worries at various stages of their lives – whether that is dealing with debt, concerns over retirement savings or making the monthly budget work which causes stress, anxiety and sleepless nights.

 

There are significant benefits to employers that offer support to their employees in financial education and wellbeing.  Employee financial stress impacts employers in many areas such as Productivity, Absenteeism, Performance, and Employee Turnover.

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Improved productivity

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Reduced absenteeism

Lower stress levels

Improved Morale

Client Testimonials

“We can’t recommend Paul highly enough here at CP Fitness. He presented his Money Masterclass for our clients and staff. Paul is a wealth of knowledge and manages to make finances less intimidating in his simplified, down to earth approach. We got so much great advice from his talk and I can imagine a few of us have already saved a few quid, just by putting some of his actionable tips into practice the following day.

Jessie Honeyman, Manager, CP Fitness

“Paul was super generous with his time and it’s very obvious he has the best interest of his clients. After his talk, he answered all our questions without anyone feeling pressurized to buy anything. He definitely gave us a greater understanding on a range of topics from mortgages, pensions to investments.
It went so well, our whole team have decided to book 1-to-1 consultations with him as well as many of our own clients!”

Jessie Honeyman, Manager, CP Fitness

“In current times it is difficult to find an expert like Paul who can deliver a captivating and engaging virtual masterclass. We run many virtual events for corporate companies and have not come across a more experienced host.

From first contact with the Ask Paul team we found them to be responsive and accommodating to the needs of our clients. As we work with alot of corporate companies certain elements within the masterclass must be tailored to their employees specific needs. Thank you again Paul and your team for making it an easy experience for us. Looking forward to our future events. ”

Sonalife – Lisa Geoghegan, Managing Director

“Paul is simply fantastic – dynamic, insightful, well presented and experienced.

We have organised a number of virtual finance masterclasses with Paul and his team for our community members at Central Park in Leopardstown.

To date we have received 100% positive feedback and are looking forward to inviting Paul back very soon. ”

Live Work Grow – Hazel Elders, Relationship Manager

“I have booked Paul to give a financial talk for our staff here at Wix.com. Paul is not only very knowledgeable, but he is also great at delivering it. The talk went by super quickly, what demonstrates that even though Paul was talking about finance it wasn’t boring or hard to follow. The feedback from our staff was excellent, and we will definitely arrange to have Paul back here to talk about other specific subjects. Thank you!”

Jose Alisson De Melo Barros | Wix

“I have contacted other financial planners in the past but was told they only deal with people of a salary 100k plus. I found this service exceptional where anyone can get advice regardless of their salaries.”

“I booked the consultation only looking to talk about investments and Ian helped us with income protection, investment, savings and spending plans. We got a lot out of the consultation.”

“Darren went above and beyond. Seemed like he genuinely had our best interest at heart. Did not feel rushed at all.”

“The projection software was super, it was really cool to be able to see what the next 59 years looked like financially and what would happen if one income was gone.”

“It was a real eye opener and everything I need is taken into consideration. I felt everything was geared towards my success and not that of the advisor.”

“I now have very realistic goals to work towards and know that I can trust the advice I was given. I feel comfortable and confident entering 2021 with a plan.”

“Gave us a great insight on our future financially and how we could give our kids a bright future if we put the right plans into place.”

Why work with us?

Work with Ireland’s leading financial advisors to make your money work smarter, harder and go further.

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