Financial Literacy & Responsibility

It would be very hard, in this time of economic uncertainty, to overestimate the importance of equipping people, whether they be our employees, our members, or our families with a sound appreciation and understanding of the principles of financial literacy. As global markets continue to react to rapidly changing conditions, people, individually and collectively, are left with little in the way of information, let alone advice, contributing to anxiety and diminishing levels of confidence.

We believe that organizations have an important opportunity - some might argue responsibility - to help their members and employees better understand the basics of financial planning, with a view to economic security both now, and in retirement. We would be pleased to help you do so, and to help you offer value-added information and training from the most basic, to the more advanced, levels of education which meet your particular needs, and which enable others to take charge, personally and privately, of their own financial futures.