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employee benefits

Making sure your employees are well looked after

Improving retention and reducing costs.

At Daintree, we are dedicated to empowering your financial future and providing you with peace of mind. Our mission is to help you create and preserve wealth while protecting your loved ones through a comprehensive range of services.

Protecting your family is essential, which is why we offer Death in Service, providing financial security to your beneficiaries in case of the unexpected. Critical Illness and Income Protection plans offer essential financial support during challenging times.

Daintree Wealth Tomorrow is your trusted partner on your financial journey. Let us guide you towards a brighter financial future.

Death in Service

Death in service is an employee benefit where the employer provides financial protection to the family or dependents of an employee in the event of their death while working for the company. The beneficiaries receive a lump sum payment, usually a multiple of the employee’s salary, to help them cope with the loss of income. The coverage typically lasts as long as the employee remains employed, and it ends when they leave the company or retire.

Critical Illness

Critical illness refers to a severe and life-threatening medical condition, such as cancer, heart attack, stroke, or organ failure. Critical illness insurance is a type of coverage that provides a lump sum payment to the policyholder if they are diagnosed with a covered critical illness. This financial support can be used to cover medical expenses, pay off debts, or maintain financial stability during a challenging time when the insured may be unable to work or earn income.

Income Protection

Income protection is a type of insurance that provides financial support to individuals when they are unable to work due to illness or injury. The policy pays out a regular income, typically a percentage of the insured person’s earnings, during the period of incapacity. This coverage ensures that the policyholder can meet their essential living expenses and maintain financial stability while they are unable to earn a regular income.

Medical Cash Plans

A Medical Cash plan is a type of health insurance policy that provides cash benefits to the insured individual when they incur medical expenses. Unlike traditional health insurance that directly pays for medical bills, medical cash plans offer fixed daily or weekly cash amounts for specific medical events, such as hospitalisation, surgery, or diagnostic tests. Policyholders can use the cash benefits to cover out-of-pocket medical costs or any other expenses they may encounter during their medical treatment.

Private Medical Insurance

Private medical insurance (PMI) is a type of healthcare coverage that individuals or businesses purchase from private insurance companies. It offers access to private medical facilities and services, including faster consultations, treatments, and surgeries, bypassing the often lengthy wait times in public healthcare systems. PMI covers a range of medical expenses, such as hospital stays, diagnostic tests, specialist consultations, and certain treatments, providing policyholders with greater control and choice over their healthcare options.

Regulated Financial Advice

Daintree is a financial services company that provides regulated financial advice. Our team of licensed and authorised financial professionals offer expert guidance on investments, retirement planning, insurance, and tax matters. As a regulated firm, we adhere to strict standards set by government authorities, ensuring ethical practices and providing our clients with trustworthy and reliable financial advice. With Daintree, you can have confidence and peace of mind in making informed decisions about your financial future.

Employee Benefits

Your JOURNEY

Gather Information

Understanding your current set up.

Our advisers gather information about the company’s existing protection policies, including the type of policies in place, the coverage amount, the premiums paid, and any relevant policy documents.

Identify the company’s needs

Understanding more about your business.

We work with the company to identify their needs and goals, including their financial situation, the nature of their business, and any specific risks they face.

Evaluate the policies

Understand what matters most to the employees.

Our advisers evaluate the company’s existing protection policies to determine if they are meeting the company’s needs and goals. This evaluation includes assessing the policy’s coverage, costs, and any limitations or exclusions.

Compare policies

Going to market.

We compare the company’s existing protection policies to other policies on the market to determine if there are better options available.

Provide recommendations

Collating the market research.

Based on our evaluation and comparison, we provide recommendations to the company for any changes or improvements that could be made to their existing protection policies. These recommendations may include increasing coverage, reducing costs, or switching to a different policy.

Implement Changes

If the company agrees with our recommendations, we assist them in implementing any changes to their protection policies. This may involve negotiating with insurance providers, assisting with policy documentation, or facilitating the application process.

Protecting Yourself Financially and Passing your Wealth on

 

Mark Parello

Managing Director and Chartered Wealth Manager

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How Daintree Helped

Providing a service to improve employees' financial futures and create wealth can be a compelling factor in attracting and retaining top talent. When employees feel supported in their financial goals, they are more likely to stay with the organisation and feel a sense of loyalty. Additionally, potential candidates may be more attracted to join Venturi Group knowing that they offer services to help employees build wealth and improve their financial well-being.

Venturi Group

How Daintree Helped

SRL Traffic Systems needed help with employee retention and had a large proportion of employees that has opted out of their workplace pension. They needed a service that would inform employees of the benefits they have in place and the importance of saving for retirement now in order to enjoy life after work. Regular progress assessments: Daintree conducts regular assessments of employees' retirement savings progress, providing feedback and guidance to encourage active participation and ensure employees stay on track towards their retirement goals. Employees did not have this service before, as this is a benefit provided by SRL.  

SRL Traffic Systems

How Daintree Helped

Working with Daintree Wealth Tomorrow, KPMG Acceleris have implemented a market leading benefits package including: Death in Service Protection, Income Protection, Critical Illness Protection, an Employee Assistance Program, a new Salary Exchange Pension Scheme and Daintree’s ongoing 1-1 Financial Education service. KPMG Acceleris now have the foundations in place to attract and retain the best possible employees. Daintree’s team are available at any time to take calls from team members. The 6 monthly review service also provides employees with the opportunity to meet our specialists about their personal finances, employee benefits and revisit their future plans and goals.

KPMG Acceleris

How Daintree Helped

Travel Counsellors wanted to expand on their benefits package to their employees, implement a salary exchange pension to save on National Insurance payments and introduce a financial wellbeing service to all employees. Improved Financial Well-being: Introducing a financial well-being service to all employees demonstrates Travel Counsellors' dedication to supporting their employees' financial health. This service can provide resources, education, and guidance on budgeting, savings, investments, and retirement planning, empowering employees to make informed financial decisions.

Travel Counsellors

How Daintree Helped

“At MoneyPlus we are all about looking after our consumers and our work colleagues. For sometime now we have been looking to work with a financial services company that will take care of the pension needs of our people. We wanted to find a company that shared our values as well as making sure that the process was simple, straightforward and didn’t detract too much from our everyday job. In Daintree, I’m convinced that we have found such an organisation and I look forward to working with them for years to come.”

Chris Davis

CEO