Optimex Pro

Building wealth through informed investment decisions

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Financial Literacy Training for Your Team

Your employees make hundreds of money decisions every month. Most of them learned about finances from trial and error, which is expensive. We teach practical investment principles that actually stick.

Since 2018, we've been working with Irish companies who want their teams to understand markets, personal finance, and long-term wealth building. No theory lectures. Just real conversations about money that people can use immediately.

Lorcan Fitzwilliam teaching investment fundamentals

Lorcan Fitzwilliam

Portfolio Strategy

Spent twelve years managing pension funds before switching to education in 2019. Explains compound interest using pub metaphors. His sessions feel more like conversations with a financially savvy mate than formal training.

Siobhan Valtonen explaining risk management

Siobhan Valtonen

Behavioral Finance

Former behavioral economist who studied why people make irrational money choices. Now helps teams recognize their own biases. Her favourite topic is why we're all terrible at predicting our future financial needs.

How We Actually Teach

Real Examples Only

We dissect actual market events from the past five years. Your team analyzes what happened, why investors reacted the way they did, and what signals mattered. No hypothetical scenarios that feel disconnected from reality.

Personal Application

Each session ends with a personal action plan. Participants identify one specific change they'll make to their own finances within two weeks. We follow up a month later to see what actually happened.

Small Group Discussion

Maximum twelve people per session. Everyone shares their current financial thinking and gets direct feedback. The best insights usually come from other participants, not the instructor.

Questions Drive Content

We adjust every session based on what your team actually wants to know. If everyone's worried about property prices, that becomes the focus. If pensions are the hot topic, we dig into that instead.

What Changed After Training

Workshop participant during financial planning session

Engineering Team, Tech Company

Dublin, 28 participants

Before Training

Most of the team had money sitting in current accounts earning nothing. A few were investing, but mainly copying tips from Reddit without understanding the underlying reasoning. Several admitted they found the whole topic intimidating and avoided thinking about it.

During Programme

The risk tolerance session sparked intense debate. People realized they were either far too conservative or taking risks they didn't fully understand. The tax-efficient investing workshop led to a flurry of questions about their company share schemes.

Six Months Later

Twenty-two out of twenty-eight opened investment accounts and started monthly contributions. More importantly, they understood why they chose their specific approach. The team now has an informal lunch group where they discuss market movements without panicking about volatility.

Financial training session with engaged participants

Operations Department, Manufacturing

Galway, 15 participants

Before Training

This group was older, with decent savings but uncertainty about retirement planning. Several were considering investment properties because "everyone says property is the only safe bet in Ireland." No one had a clear picture of how much they'd actually need.

During Programme

The retirement planning calculations were eye-opening. Most people hadn't realized how much their state pension would actually be. The diversification session challenged some strongly held beliefs about property being inherently safer than equities.

Four Months Later

Three participants decided against buying investment properties after calculating real returns including maintenance and vacancy periods. Instead, they diversified into lower-maintenance options. The department's pension contribution rate increased because people actually understood what they were saving for.

What Your Team Will Actually Learn

  • How to read financial news without getting distracted by noise and panic
  • Real differences between investment types and when each makes sense
  • Tax structures that affect Irish investors specifically
  • How to recognize when advisors are selling products versus providing advice
  • Building a personal investment plan that matches actual life circumstances
  • Understanding risk in practical terms rather than theoretical percentages
View Programme Details
Corporate financial education workshop in progress

How We Structure Corporate Programmes

1

Initial Conversation

We talk with you about what financial knowledge gaps you're seeing in your organization. What questions do employees keep asking HR? Where are people making expensive mistakes? This shapes the entire programme content.

2

Anonymous Survey

Your team completes a fifteen-minute questionnaire about their current financial understanding and specific topics they want covered. Complete anonymity means we get honest answers about what people don't understand.

3

Customized Sessions

Based on survey results, we design four to six sessions covering the topics your team actually cares about. Each session is ninety minutes with a maximum of twelve participants for proper discussion.

4

Practical Application

Between sessions, participants work on their own financial situations using frameworks from the training. They come back with real questions about their specific circumstances.

5

Follow-Up Support

Three months after the programme ends, we run a refresher session to address new questions and see what people actually implemented. This is usually when the most interesting discussions happen.

Next Available Corporate Programmes

We're scheduling autumn 2025 programmes now. Most companies start with a pilot group before rolling out to their full organization. Initial conversations take about forty-five minutes and there's no obligation to proceed.

Schedule Initial Conversation See Full Curriculum