In this module – Sean Bruen a Financial Advisor gives advice on areas such as – Pensions, Mortgages, Insurance, budget planning, Wills & Trusts etc
Learning Objectives
- Understand the concept of financial wellbeing and its impact on mental, physical, and financial health.
- Learn how to build financial resilience by developing a strong foundation in savings, budgeting, and investments.
- Gain insights into mortgage options, pensions, and insurance to ensure financial security at every stage of life.
- Explore tools and techniques for tracking expenses, improving credit scores, and navigating the cost-of-living crisis.
- Access resources and professional advice to address debt, estate planning, and other financial concerns.
Key Topics
- Financial Wellbeing
- Budgeting and Savings
- Mortgage and Homeownership
- Insurance and Risk Management
- Debt Management and Credit Scores
- Pensions and Retirement Planning
- Estate Planning
- Practical Money-Saving Tips
Session Highlights
- Interactive quizzes to test your knowledge on financial topics.
- A financial health check using a QR code-based survey.
- Access to free tools like budget planners, financial checklists, and expert consultations.
Outcomes
By the end of this module, participants will be equipped with the knowledge and resources needed to make confident, informed financial decisions. They’ll have a clearer understanding of how to align their financial goals with their current situation and future aspirations.
Resource: Monthly Budget Planner
Planning your monthly budget is a key step towards achieving financial stability and reducing stress. Our Monthly Budget Planner is designed to help you track your income, expenses, and savings with ease.
Resource: Financial Wellbeing Personal Checklist
Taking control of your financial wellbeing starts with a comprehensive assessment. Our Financial Wellbeing Checklist helps you evaluate twelve essential areas of your personal finances, from budget planning and mortgage terms to life insurance coverage and retirement savings.