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Corporate Financial Education
Reducing costs for employers & increasing wealth for employees
AT Daintree Wealth Tomorrow
Our mission is to improve financial wellbeing for all, through corporate education. Daintree works with caring businesses to organise and improve corporate benefits for their teams and members.
Helping your business improve employee retention and save costs.
Daintree Wealth Tomorrow advises businesses on designing and implementing group employee benefits schemes, which will differentiate them from the crowd and have a positive impact on both recruitment and retention. We motivate and engage with all employees through 1-1 meetings helping them visualise who they need to be, to do the things they need to do in order to have the impact they want to have – whether at work, at home or in the world. A motivated and engaged workforce is an effective one!
Mark Parello, CEO
Overview
We help businesses educate their staff about their group benefits, provide a financial wellbeing service and implement a cost-effective group pension scheme.
Financial Wellbeing
As well as the basics of budgeting and explanations of pensions and ISAs, our wealth creation education exists to help employees understand three core pillars to living life at a higher level.
Pensions
Daintree Wealth Tomorrow can help organisations set up a new group pension plan, leading to savings by reducing employer National Insurance contributions and enhancing staff retention, thereby minimising the cost of recruitment.
Employee Benefits
Daintree Wealth Tomorrow gathers data on protection policies, coverage, and premiums. Needs are assessed by considering financial status, business nature, and risks. Policies are evaluated for suitability, coverage, costs, and recommendations are made accordingly.
- Mark Parello
- Lubna Kaiser
- João Nogueira
- Mason Crawford
- Alex Mitchell
CEO
Finance Director FCA
Financial Planner
Trainee Paraplanner
Financial Planner
