Financial Wellness Programs
Choose from these three packages or talk to us about tailoring a program for your organisation.
WELLTHY & WISE - MAKING THE MOST OF YOUR MONEY
- A 3-month program to improve team financial capability and understanding of healthy money behaviours
- Path to Financial Wellness – Self-care strategies to reduce money stress and increase financial peace of mind
- Better than Before – Money management tips and strategies to become ‘better with money’.
- Hello, my name is debt – 5 practical ways to manage debt, so it doesn’t manage you
BUSINESS OBJECTIVE: Lack of know-how and confidence to take positive actions with money are big contributing factors to financial stress and associated impacts on workplace productivity and engagement.
READY-SET-MONEY ... Create the Future You Want
- A 3-month program to support and inspire action towards your team’s long-term financial wellbeing
- How to Save Money – it’s about mindset not income. Tips and ideas to make saving easier.
- Whose dream are you chasing? Move towards the future you really want. A look at money, wealth and happiness.
- Connecting to Your Future Self – simple strategies to make your financial goals a reality
BUSINESS OBJECTIVE: Everyday wellbeing and energy is impacted by how relaxed or worried we are about the future. A great program for both new employees / graduates and those interested in maximising retirement.
THINK. TALK. DO - SMALL STEPS TO FINANCIAL SELF-CARE
- A 3-month program to empower the development of healthy financial habits and encourage positive action
- Create your Financial Vision – 4 ideas for gaining clarity and setting financial priorities
- Money Talks – Tips for having healthy money conversations with your colleagues, partner, family and friends.
- Move Forward with Confidence – Strategies to take control of your current situation and financial future
BUSINESS OBJECTIVE: An effective wellbeing program needs to support and inspire positive action to create impact and improve the mental health and financial wellbeing of your workplace.
EACH 3-MONTH PROGRAM CONSISTS OF:
01 SURVEY
Before and after online financial wellbeing and capability surveys for all participants
02 INSPIRE
3 x two-hour engaging workshops (suited to in-house or part of away-day events)
03 SUPPORT
Supporting resources and worksheets for all participants
04 MOTIVATE
Fun activities and prizes during workshops to stimulate interaction and involvement
03 EMBED
3 x 7-day action challenges to take home to embed learning
These programs can also be delivered as full day sessions if this better suits your needs or location.
Different structure; same elements, education and inspiration to benefit your workplace.
We’re happy to travel anywhere in Australia.
PREFER A ONE-OFF SESSION?
We can also deliver one-off ‘lunch and learns’ or short workshops on similar topics such as:
Financial Self-Care: Creating Financial Wellbeing
The Path to Wealth Wellness – Making the Most of Your Money
Simple Strategies to Create the Financial Future You Want
Visit our Speaking page for more information