Financial well-being and knowledge for Employees, savings and talent retention for Employers
Our Corporate Financial Wellness program is ideal for your Business and your Employees.
We thank you!
Thank you for your interest in our CFW program. You will be contacted very soon.
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Save & Grow Benefits
Our simulator allows you to evaluate potential tax savings for your company and employees.
Are you interested in Save & Grow?
We thank you!
Thank you for your interest in our CFW program. You will be contacted very soon.
Follow us on social media
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We work with the main flexible benefit platforms
Pay your employees more while spending less
The amount allocated to the Save & Grow PPR is exempt from social security payments.
The company saves
23.75%
The employee saves
11.00%
How does the Corporate Financial Wellness program work?
Employee remuneration can be paid directly into the Save & Grow PPR Fund on behalf of your Employees.
Higher after-tax income
Exempt from social security payments
The amount transferred into the Save & Grow PPR is exempt from social security payments, increasing take-home pay.
Full flexibility with tax benefits
Save 35%
Company contributions to the Save and Grow PPR are exempt from social security contributions. Your employer saves 23,75% and you save 11%.
More financial knowledge, less stress
Supporting personal finance decisions
We help your Employees make better decisions about their personal finances. This is one of the principal sources of stress for almost half of the world’s population (PWC data, January 2020).
“Don't save what is left after spending, spend what is left after saving.”
Warren Buffet
Partner companies
“Casa de Investimentos is a true partner that helps us and our employees obtain higher diversification and financial tranquility. They are always available and prepared to advise us, listen to us, and find solutions that meet our individual needs”.
Subvisual
“Casa de Investimentos allowed me to allocate a part of my remuneration in a simple and intuitive manner to a savings fund, where I can monitor how much I invested, calculate my expected return, analyze market movements amongst other features. I was very satisfied with the service delivered by my account manager who was very helpful during my registration process”.
João Amaral (colaborador OutSystems)
“What attracted me (to CASA) was the transparency of both the financial product and the decisions made by the fund managers”.
Fábio Rodrigues (OutSystems collaborator)
As a founding client of the Save & Grow PPR I was extremely satisfied to see this fund join OutSystems FlexBen program as I can now make more frequent payments into my PPR. The service and transparency provided is 5 stars”.
Catarina Morgado (OutSystems collaborator)
“I would highlight the honest and transparent manner through which CASA’s initiative was presented to us from, as well as ease of contact and fund operations”.
André Pinto (CFO)
“We decided to choose the Corporate Financial Wellness Program because we always understood the importance of starting to save for retirement early. The investment philosophy, the ease with which we can make additional contributions, implementation of the program and the team’s availability are the key factors which confirm that we couldn’t have made a better decision”.
Finanças no Feminino
Help your employees save and invest in a more intelligent manner.
We thank you!
Thank you for your interest in our CFW program. You will be contacted very soon.
Follow us on social media
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