Employee benefits and wellness advisor/broker.
We deliver best-in-class benefit and wellness solutions for employees and their families, backed-up by ongoing research, market intelligence, and on-the-ground guidance on employee benefits developments and trends, centred around 4 core areas as follows:
- Health Insurance & Wellness.
- Pension Plan.
- Death & Disability Insurance.
- Employee 1:1 Financial Wellness.
Why work with us
We are an owner-managed firm that delivers a hands-on, high-touch, 24/7 service and experience for our clients. Our clients mainly consist of fast-growing businesses with between 1 to 500 employees in the tech and financial services sectors, originating in North America, Europe, UK and Asia.
Together with our team of experienced advisors, our owner Simon is involved in day-to-day advising and servicing of clients, including 1:1 financial wellness meetings with employees.
In addition to the best-in-class health insurance, death/disability and pension plan solutions that we provide, the 1:1 employee financial wellness support is often cited as a key reason for clients using our services. For example, we have assisted employees and their families with tax planning and filing tax returns, arranging mortgages and life insurance, options for saving and investing, education funding, retirement planning, and creating a long-term plan to achieve financial independence.
We provide our clients with information and research on employee benefits, we contribute to technical publications and news articles, and Simon has recently authored a guide to pensions and life insurance that is published by the professional body Chartered Accountants Ireland.
