Empowering Your Team
with Tailored Financial Wellness Sessions
Our tailored financial wellness sessions are designed to give your employees the knowledge and confidence they need to make smarter financial decisions. From budgeting and saving to mortgages, pensions, and long-term planning, we provide practical, easy-to-understand guidance that empowers your team to take control of their finances. By supporting employee financial wellbeing, you not only help reduce stress and improve productivity, but also show your commitment to their overall growth and success
Our Service
Alpha Wealth is one of Ireland’s leading Financial Services Advisors, partnering with businesses to support both employers and employees throughout their financial journeys.
We understand that a financially confident workforce is a stronger, more productive workforce. That’s why we provide tailored financial wellness programmes, workplace pension solutions, and employee benefit advice—helping your team make smarter financial decisions at every stage of life.
Alongside supporting employees, we also work with business owners to deliver strategies in areas such as tax efficiency, retirement planning, and investment management. Our mission is simple: to empower businesses and their teams towards a more secure and successful financial future.
Who Will Benefit
Employees
Who gain confidence through financial wellness sessions, helping them manage money, plan for the future, and reduce financial stress.
Business Owners
Who benefit from tailored financial strategies around tax planning, pensions, and investments, ensuring both personal and business growth.
Employers & HR Teams
Who can offer valuable financial wellbeing programmes, improving staff engagement, productivity, and retention.
Why Choose Alpha Wealth
Expert, unbiased advice
We are not tied to any provider, ensuring recommendations are always in your best interest.
Qualified and trusted team
Our QFA and CFP® certified advisors deliver expert, reliable guidance.
Proven client trust
Over 4,000 individuals and businesses rely on us to help them make smarter financial decisions.
Testimonials
I went into this consultation with an amount of financial objectives and was not sure if they could be met. The consultation was excellent and Nick has given me a roadmap on how to reach my objectives. The required steps by me were explained in a very straight forward manner and all made perfect sense. I would highly recommend the services of Alpha Wealth.
How it Works
Our employee financial wellbeing sessions give teams the clarity and understanding they need to make better financial decisions. We focus on everyday money behaviours and long-term planning, helping employees feel more in control and less stressed about their finances.
01
Book an Employee Financial Wellness Consultation
Schedule a personalised consultation to learn how Alpha Wealth can support your employees’ financial wellness
02
Tailored Sessions
Each session is designed to address the specific needs of your team, covering topics such as budgeting, saving, mortgages, pensions, and long-term financial planning.
03
Flexible Delivery
Sessions can be delivered in person at your workplace or remotely via Zoom, making it easy to fit into busy schedules while ensuring full participation.
04
Actionable Guidance
Employees leave with practical, easy-to-implement advice and strategies that empower them to take control of their finances and plan confidently for the future.
FAQs
A Mortgage Advisor focuses on arranging your mortgage. They’ll assess your eligibility, compare mortgage products from lenders, and help you secure the loan.
A Financial Advisor looks at the bigger picture. We help you save for your deposit, plan your finances to afford repayments, understand the tax implications, and decide the best options for your long-term goals. We complement the work of a mortgage advisor by ensuring your overall financial plan is sound and we provide independent mortgage guidance and work with mortgage advisors without bias.
In Ireland, buyers usually require a deposit of 10% of the property price. Whilst there are government supports for certain types of properties it is generally a good habit for individuals. On top of this, you should budget for stamp duty, legal fees, surveys, and moving costs.
We help clients set up structured savings plans, maximise tax-efficient savings options, and cut unnecessary costs so you can build your deposit quicker. We give you best in class savings accounts including those with the various banks offering rates of 3% per annum interest.
Yes. The Help-to-Buy scheme and the First Home Scheme are designed to support first-time buyers in Ireland. We’ll explain how these work and whether you’re eligible.
Most banks lend up to 4 times your annual gross income, but this varies. Some exceptions allow higher multiples. We can help you assess affordability and ensure your mortgage fits within your financial plan.
Beyond your deposit, you’ll need to factor in stamp duty, solicitor’s fees, valuation and survey costs, moving expenses, and home insurance. These can add up to several thousand euro.
Yes. Mortgage protection is a legal requirement when you take out a mortgage on your private home. It is a life policy to cover the outstanding balance if you die during the mortgage term. We’ll help you secure cover at the best possible cost with maximum discount applied across all the providers in the market.
Most use a 3 year’s accounts averages out.
Yes they are but the shared equity scheme may include certain second time buyers.
Yes, You need a minimum of 2 years accounts.
Keep your cash. Building up cash gives you more opportunities.
Some charge an upfront fee but all get paid (typically 1% of the property value) from the bank the mortgage is placed with.
General rule of thumb is use 5% of the purchase price. So €12,500 on €250,000.
It depends – Are you taking advantage of limits on pension/ cleared off loans and funded appropriately for children’s education funds? If so might be an option for some of a lump sum.
A Mortgage for €350,000 will cost typically €1,500 per month. Banks generally stress test by 20% so realistically €1,800 p.m. is a good amount to save.
The key thing to remember is you need to prove you can repay the mortgage. Having a savings record and capacity from your income is really important.
A Mortgage Advisor focuses on arranging your mortgage. They’ll assess your eligibility, compare mortgage products from lenders, and help you secure the loan.
A Financial Advisor looks at the bigger picture. We help you save for your deposit, plan your finances to afford repayments, understand the tax implications, and decide the best options for your long-term goals. We complement the work of a mortgage advisor by ensuring your overall financial plan is sound and we provide independent mortgage guidance and work with mortgage advisors without bias.
In Ireland, buyers usually require a deposit of 10% of the property price. Whilst there are government supports for certain types of properties it is generally a good habit for individuals. On top of this, you should budget for stamp duty, legal fees, surveys, and moving costs.
We help clients set up structured savings plans, maximise tax-efficient savings options, and cut unnecessary costs so you can build your deposit quicker. We give you best in class savings accounts including those with the various banks offering rates of 3% per annum interest.
Yes. The Help-to-Buy scheme and the First Home Scheme are designed to support first-time buyers in Ireland. We’ll explain how these work and whether you’re eligible.
Most banks lend up to 4 times your annual gross income, but this varies. Some exceptions allow higher multiples. We can help you assess affordability and ensure your mortgage fits within your financial plan.
Beyond your deposit, you’ll need to factor in stamp duty, solicitor’s fees, valuation and survey costs, moving expenses, and home insurance. These can add up to several thousand euro.
Yes. Mortgage protection is a legal requirement when you take out a mortgage on your private home. It is a life policy to cover the outstanding balance if you die during the mortgage term. We’ll help you secure cover at the best possible cost with maximum discount applied across all the providers in the market.
Most use a 3 year’s accounts averages out.
Yes they are but the shared equity scheme may include certain second time buyers.
Yes, You need a minimum of 2 years accounts.
Keep your cash. Building up cash gives you more opportunities.
Some charge an upfront fee but all get paid (typically 1% of the property value) from the bank the mortgage is placed with.
General rule of thumb is use 5% of the purchase price. So €12,500 on €250,000.
It depends – Are you taking advantage of limits on pension/ cleared off loans and funded appropriately for children’s education funds? If so might be an option for some of a lump sum.
A Mortgage for €350,000 will cost typically €1,500 per month. Banks generally stress test by 20% so realistically €1,800 p.m. is a good amount to save.
The key thing to remember is you need to prove you can repay the mortgage. Having a savings record and capacity from your income is really important.
