Employee Wealth Management Programme

Companies constantly endeavour to sustain the productivity and motivation of their executives. Heavy costcontrol constraints limit financial flexibility for improving executive remuneration packages. On the other hand, with corporate executives forced to focus increasingly on core business competences in a competitive and constantly changing global marketplace, their personal financial affairs often
suffer.

These are challenging times, in which corporate executives can find themselves struggling in search of strategies that will ensure their own long-term financial security.

By implementing the Employee Wealth Management Programme, your company provides a means to take charge of managing these financial challenges, not only for the key executives who built your business up but also for those destined to shape its future.

A Holistic Picture of their Financial Lifecycle

Today’s complex compensation arrangements and multiple planning options mean that your key players will have to make a number of significant and very complex financial decisions. Planning, then, is just as important in good times as in bad.

The advantages of having a financial planning programme for your executives are manifold.

• An executive’s financial planning strategy can have dramatic consequences on cash flow, tax liability, and ultimately, long-term financial security.
• Your executives need to be sure that decisions about their retirement and insurance benefits are coordinated with the rest of their asset plan to provide family security in the event of unexpected tragedy.
• By providing customised financial-planning counselling, you can be sure that the benefits you provide are recognised and used to their greatest advantage.
• It can also provide the necessary objective support in the event that, in an attempt to optimise its remuneration cost, the company envisages a change in its executive remuneration package.

A holistic approach