Financial Wellness Programs

Improve the Financial Wellbeing,
Resilience and Performance of Your Team

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

05 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