Financial Wellness Workshops

Improve productivity by helping your employees with their finances

Our Financial Wellness programme assists employees with taking control of their personal finances by living according to a budgeting, reducing their debt and implementing a savings plan.

Our three focal points for the programme include: Managing your Money, Making your Money Work for You, and Retirement Planning.

In partnering with organisations that care about the well-being of their employees. we provide a wholistic solution to reduce employee financial stress and improve employee engagement at work.

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“It’s not your salary that makes you rich,

it’s your spending habits”

Debt is a Lifestyle Disease

 

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

Individuals 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.

Financial Wellness requires a multi-dimensional approach

Our customized programmes assist individuals with taking control of their personal finances by living according to a budget, reducing their debt and implementing a savings plan. 

Our comprehensive financial wellness programme comprises:

  • Our propriety Financial Wellness Assessment Tool

  • Financial Wellness Training and Mobile App which includes:
  • Managing your Money
  • Making your Money Work for You and 
  • Retirement Planning.
  • Confidential Money Coaching techniques.

      We provide the training, tools, support, and guidance for individuals to take control of their personal finances and create a healthy relationship with money.

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      ‘It’s not your Salary that makes you rich – it’s your Spending Habits’

      Partnering with Employers who care about their employees

       In partnering with organizations that care about the well-being of their employees. we provide a holistic solution to reduce employee financial stress and improve employee engagement at work.

       We provide employers with measures of the change in employees’ financial knowledge and behavior to quantify their return on investment (ROI).

      “25% of employees view financial wellness programmes as the most desired employee benefit”

      We offer confidential money coaching on a one-to-one basis for individuals who need guidance and assistance with setting and committing to their new financial goals. This personalised service aims to help guide and support individuals as they progress in their journey towards financial freedom.

      Feedback from some of our participants

      “This course needs to be taken to all South Africans…. It can change the country!”

      “I wish I could have had this exposure 18 years ago”

      “I managed to be the hero of my own story financially.” (D Diphare)

      “I am going to share what I’ve learned with friends and family so they can also improve their lives for the better.”