73% of South Africans
are financially stressed

Over 50% admit this lessens

their work performance

73% of South Africans
are financially stressed

Over 50% admit this lessens their work performance

Reducing employee financial stress – Improving productivity

Debt is a Lifestyle Disease

While many companies are recognising the value of implementing employee wellness programmes to improve the physical and mental health of their workforce, a growing body of research highlights the overwhelming need for greater corporate financial wellness interventions.

Financial stress is the main causes of weight gain, smoking, and substance abuse among employees.

Employees who are Financially Stressed are…

  • nearly 5 times more likely to be distracted at work,
  • 3 times more likely to spend time at work dealing with financial matters,
  • 2 times more likely to miss work due to health issues caused by financial stress.

Debt is a Lifestyle Disease

While many South African companies are recognising the value of implementing employee wellness programmes to improve the physical and mental health of their employees, a growing body of research highlights the overwhelming need for greater corporate financial wellness interventions.

Studies show that financial stress is the leading cause of weight gain, smoking, and substance abuse among employees.

Up to 48% of Employees who are Stressed about their Finances are…

  • nearly 5 times more likely to be distracted at work,
  • 3 times more likely to spend time at work dealing with financial matters,
  • and, also twice more likely to miss work because of financial stress, citing health issues as the reason.

Financial Wellness requires a multi-dimensional approach

Our comprehensive financial wellness programme comprises:

  • Our propriety Financial Wellness Assessment Tool
  • Financial Wellness Training Workshops
  • Confidential Money Coaching techniques.

This holistic approach guides and supports employees to make substantial improvements to the way they manage their personal finances, benefiting both employees and the employer.

We provide employers with measurable results on change in financial knowledge and behaviour to quantify their return on investment.

We understand sustainable Financial Wellness is best achieved using a multi-dimensional approach

Our comprehensive financial wellness programme comprises:

  • Financial wellness training
  • Online self-help tools, and
  • Personal and confidential money coaching techniques.

This holistic approach engages employees effectively, resulting in meaningful improvements in the way they manage their finances and lasting benefits for both employee and employer.

The InvestmentWise programme is underpinned by our proprietary financial wellness questionnaire, that helps identify any underlying issues contributing to financial stress, and provides employers with measurable results, that quantifies a return on their investment.

Feedback from some of our valued clients

Financial Sector Conduct Authority (FSCA)

Investmentwise was appointed by the FSCA to conduct 200 consumer financial education workshops to reach 5 000 beneficieries of the Expanded Public Works Project (EPWP) in Gauteng, Limpopo, Mpumalanga and North West provinces.

FoodBev SETA

My experience of working with InvestmentWise has been provides a high service level and I do not hesitate to refer or recommend them to anyone else looking for a training Provider in Trustee Training.

Liberty

Investmentwise was efficient and on point with the delivery of the learnership programme. Detailed feedback was sent to us after every assessment. The learners were very happy with the support provided and did very well academically and in their practical work within operations.

AMPLATS

We found this training to be pitched at the appropriate level and extremely well received by delegates, with a good success rate overall. I highly recommend InvestmentWise.

InvestmentWise has trained 

employees since our inception in 2002