Money Coaching

Supporting employees in making the change

Our Money Coaching process is a valuable stand-alone or add on to our financial wellness workshops.

Participants leave our training workshops equipped, inspired and motivated to take control of their personal finances, but then life gets in their way…

Resistance from family members, peer pressure and deeply ingrained habits create obstacles they are unable to overcome on their own and they battle to make the change.

Our Money Coaching programme is structured to help guide and support employees in changing the way they see, manage and relate to money. This personalised one-on-one intervention creates long term sustainable change.



InvestmentWise was awarded the

Training Provider of the Year

accolade by the Principal Officers’ Association (POA) in 2009 and 2012.

Some of the programmes we have delivered

InvestmentWise trained  160 FAWU  and Fedcraw union members on retirement funds on behalf of the FoodBev SETA in 2016 and 2017.

InvestmentWise delivered training for the Amplats  Pension and Provident Funds from 2009 to 2014.

InvestmentWise has been delivering training for Tongaat Hulett  since 2007