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Sure Financial

Ireland's Most Awarded Financial Broker

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Sure Team: Your All-in-One Workforce Benefits Package

A simple, low monthly fee per employee. High everyday impact for your people.

What’s included in ‘Sure Team’?

  • Sure Money – financial education platform + 1:1 financial advice
  • Sure Care – on-demand health and wellbeing support
  • Sure Perks – everyday savings across brands your team already uses

Sure Money (CFP® Professional Designed)

Empower your workforce with practical, easy-to-use learning and access to real advisors.

What employees get:

  • Bite-size courses & monthly webinars designed by CFP® professionals
  • 1:1 access to Qualified Financial Advisors for all employees
  • Member discounts on financial and insurance products

Popular topics include:

  • Financial planning for new parents
  • 30-Day Money Challenge
  • Budgeting & the 50/30/20 Rule
  • Claiming tax refunds
  • Paying off debt
  • Retirement planning
  • Investing & saving
  • Financing a car
  • Getting mortgage-ready
  • New topics added monthly

Sure Care (Irish-Registered Professionals)

Convenient, secure, and accessible virtual healthcare for your team.

Included for staff members:

  • Online Doctor: Unlimited GP appointments for employees, their spouse/partner, and children under 18
  • Digital Physiotherapy: Easy-to-follow routines to improve movement and reduce pain
  • Get Fit Programme: Personalised 4- or 8-week fitness and nutrition plans
  • Mental Health Support: Confidential tools and access to expert guidance

Sure Perks

An online portal offering exclusive discounts – added at no extra cost for existing Sure Team subscribers upon launch.

Categories:

  • Restaurants & cafés
  • Food delivery
  • Retail & entertainment
  • Fitness
  • Travel

Designed for everyday savings employees will actually use – boosting the perceived value of your overall package.


Why Employers Choose Sure Team

  • High impact, low admin: One partner, one monthly fee, one place for employees to engage
  • Inclusive by design: Benefits every employee can access from day one
  • Proven engagement: Practical supports that matter in day-to-day life
  • Scales with you: Add modules and topics as your team grows

How It Works

  1. Pick your plan and activate your team in days
  2. Onboard employees with a simple sign-up link
  3. Promote engagement with monthly content and HR toolkits
  4. Track uptake with insights and usage reports

Ready to modernise your staff benefits?

Let’s tailor a plan for your business size, industry, and budget.

[Book a quick call] | [Request a quote] | [Get a sample rollout plan]

CFP® is a registered certification mark owned by the Certified Financial Planner Board of Standards, Inc.


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