Corporate Packages - Service Packages

Corporate Packages

Talk to us to see if this Package is right for you?

Help your employees make the most out of their money. You can boost staff morale and your company image at the same time...

The price depends on the type of package and the amount of employees. We can also balance employer and employee contributions to the package.

Morton & Morton are very keen on the financial well being of our team. Announcer has been fantastic in tailoring a program to allow our people to get started on financial planning. It was embraced by the team and delivered by the Announcer not only professionally but in an easy to understand format. Definitely a great initiative!

Ewan Morton - Managing Director

Looking for a new way to attract & retain your staff? Think about offering financial services packages. It’s a way to help them achieve financial success - with minimal investment.

The impact of a financial advice package, can be greater and more valuable than salary increases or bonuses.

It can provide financial security and clarity, improving peace of mind, morale and confidence.

Making staff members feel valued has the knock on effect, of goodwill, fantastic corporate culture together with excellent staff retention rates.

PLUS contributions and fees are fully tax deductible.

We assess the individual situation of each of your employees and provide them with financial plans that will help them achieve their financial goals. Each plan will be as individual as each employee.

Meetings can be arranged onsite or offsite, during business hours or in employees own time.

Each package comprises the following:

A strategic written financial plan tailored to their individual situation
Access to our team of Financial Advisers to assist them for a period of package duration

We can also include:

Important financial planning advice to employees facing retrenchment or retirement
Education sessions