Gold Partnership Package

Our Gold option offers an annual subscription service, providing you with flexibility and ongoing support throughout the year. With this subscription, each mortgage briefiing can be tailored to a specific group of employees, ensuring that the content remains relevant to their changing needs.

In addition to the tailored briefiings, the Gold option includes quarterly one-on-one mortgage surgeries. These regular check-ins allow for continuous support and guidance, ensuring that your employees have access to expert advice whenever they need it.

Benefits to:

Your Company

Core:

Package Benefits

Improved Employee Retention: Enhance employee retention by demonstrating a commitment to the fiinancial wellness of your workforce. Employees who feel supported in managing their fiinances, including mortgage-related matters, are more likely to stay with the company, reducing turnover and associated recruitment and training costs.

Increased Productivity: Employees with reduced fiinancial stress are more focused and productive in their work. Providing expert-led resources and support to help employees manage their mortgages and fiinancial health, increases overall employee productivity, focus and performance.

Enhanced Employer Brand: By investing in your employees' fiinancial wellbeing, you'll earn a reputation for caring about the holistic welfare of your workforce. This creates a positive employer brand, making the organisation more attractive to prospective talent. Top candidates are more likely to choose an employer that demonstrates concern for their long-term fiinancial wellness.

Cost Savings: Helping your employees make better mortgage decisions can save your company money. When your employees have more affordable mortgages, they are less likely to experience fiinancial stress. This can lead to reduced absenteeism, lower healthcare costs, and less use of employee assistance programs. All these things can save your company money.

Enhanced Financial Literacy: By offering our Financial Wellbeing packages to your employees, you empower them with the knowledge and tools they need to make informed fiinancial decisions, including managing mortgages. Increased fiinancial literacy equips them to navigate the complexities of personal fiinance more confiidently and effectively. This not only benefits their fiinancial future but also enhances their overall sense of security and control.

Customised Mortgage Solution: They'll receive personalised guidance and insights into mortgage options that suit their unique fiinancial situations. We can assess their creditworthiness, income, and goals to recommend the most suitable mortgage products, potentially helping them secure better rates and terms.

Financial Stress Reduction: Our expert-led resources and support are tailored to help employees manage their mortgages and improve their overall fiinancial health. By alleviating fiinancial stress and providing practical solutions, your employees can experience a significant reduction in anxiety related to money matters. This, in turn, leads to a more focused, relaxed, and productive workforce.

Long-term Financial Wellbeing: Investing in your employees' fiinancial wellness not only benefits them today but also secures their long-term fiinancial future. By addressing mortgage-related concerns and offering comprehensive fiinancial guidance, you demonstrate a commitment to their holistic welfare. This fosters a sense of stability and encourages employees to stay with your company, knowing they have a reliable partner in their journey toward fiinancial security.

Personalised Mortgage Consultation: Each employee will receive a tailored mortgage briefing, either online or in-person, to address their unique financial situation and goals. This personalised approach ensures that employees receive guidance that best suits their needs.

HR Collaboration: We collaborate closely with your HR department to understand the specific financial needs and goals of your employee groups. This ensures that our services are aligned with the overall wellness strategy of your organisation.

Comprehensive Learning Resources: Employees will have access to a wide range of learning materials and resources, allowing them to choose from topics that suit their specific needs, such as first-time buyer guidance, advice for home movers, buy to let investments, self-employed mortgage options, investor strategies, large loans, adverse credit solutions, and even guidance on purchasing holiday homes.

One-on-One Mortgage Surgeries: Our one-day mortgage surgeries offer employees confidential and personalised consultations with our experts. These surgeries are tailored to the individual's financial situation and provide a safe space for employees to discuss their mortgage concerns, questions, and receive expert guidance.

Exclusive Mortgage Rates and Offers: Through our partnerships with financial institutions, we provide access to exclusive mortgage rates, potentially saving employees money on their mortgage deals.

Mortgage Rate Alerts: We provide real-time mortgage rate alerts, ensuring that employees are aware of favourable rate changes and opportunities for potential savings.

Dedicated Support Team: Our experienced support team is available to answer questions, provide assistance, and guide employees throughout their homeownership journey.

Benefits to:

Your Employee

These services and resources combine to offer a holistic and comprehensive approach to financial wellbeing, ensuring that employees have the tools and guidance they need to make informed mortgage decisions and secure their financial future.

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Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.