BOOK A 1-1 FINANCIAL

GUIDANCE SESSION?

ARE YOU READY?

Watch our video with John to find out what a 1-1 Financial Guidance Session will involve and then decide if this could help you achieve your FinWELL Goals.

You might want to ask a private and confidential question about your finances? Maybe you’d like some specific support around something in particular or maybe you just want to check that you’re on the right track!

What’s involved?

We have a team of qualified and experienced FinWELL Specialist who are available to book a 30 minute 1-1 Session with online at a convenient time for you.

You won’t be asked any personal or sensitive questions and you won’t be sold any products or given any specific financial advice.

This is all about helping you improve your knowledge, understanding and confidence through education and then being signposted to relevant resources so you can feel empowered to take the next step for yourself.

We would like to think that you’ll feel a lot more confident and be able to take action with your FinWELL Goals after just one session.

If you need another session or would like to book one in to keep yourself accountable then that’s fine too!

request 1-1 session

What happens now?

Your 1-1 Session request will come through to our team and you’ll be matched up with the most suitable FinWELL Specialist based on your needs and availability.

They will then email you with a link to their calendar so you can choose a date and time that is convenient for you.

Once they have completed the session they will email you with a summary of the discussion and some things to consider together with additional links and resources.

You will also have the opportunity to share your anonymous feedback so we can keep standards high.

Cancellation Policy

If you cannot attend your session once booked then please give your FinWELL Specialist 24 hours notice otherwise your company will still be charged as per our terms and conditions.