Discounted mortgage package

If you are financially stressed, you will be less content in other areas of your life, and less productive at work. Your physical and mental health may suffer as a result. We offer a solution that can put supports in place to help at an early stage.

Financial Wellbeanz is a digital platform designed to help with your finances. Our team of regulated, accredited financial advisors are ready to help, and the platform is accessible 24/7. We provide resources to help you stay on top of your financial wellness, and become better informed on the key issues.

We can help you on your financial education journey so that you can feel more in control of your finances.

We have a wide range of financial wellness tools and solutions that are now available to Institute members. Our platform is built on three principles:

• Breadth of solutions: We cover wellness, mortgages, protection, financial planning, tax, car & home insurance, budgeting;
• Independent advice: We offer a whole of market advice to ensure best possible outcomes;
• High tech, high touch: Online 365/24/7 with accredited advisors on hand to provide one-to-one regulated, expert advice;

Special offers: Our services and associated offers are listed below*:

Financial solution	Offer
Mortgage package	Six months mortgage protection premiums covered when mortgage and protection processed
Protection	Up to 10% off protection premiums
Car insurance	5% off car insurance premiums
Home insurance	10% off car insurance premiums
Tax	Free initial consultation

 

*Terms and conditions

• All members must register on the Financial Wellbeanz platform and select The Institute of Chartered Accountants Ireland as their Company/Association.
• Cannot be used in conjunction with any other offers.
• Acceptance and normal underwriting criteria apply.

We also offer a range of Financial Wellness advice and tools for employees. You can also register your company’s interest with us here to discuss how we can support your company’s employees.

Have a query?

If you have a query, please refer to our Support & Services page and contact the relevant department with your query.