Corporate Wellbeing

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Financial Wellbeing 1: Creating a Positive Money Mindset

Tackling your team’s money worries makes sense. More than a quarter of millennials say financial stress affects their job performance and made them feel physically ill and depressed. Nearly half of employees have financial concerns, causing them to lose an average of six productive work days annually. (Northwestern Mutual Report, 2017)

Does the thought of your finances fill you with dread? Would you rather bury your head in the sand than face your money matters? In this 60 minute financial wellbeing coaching workshop, we invite you to reframe your attitude and create a positive money mindset that will leave you feeling empowered to take control of your personal finances. Learn how to:

  • Remove limiting beliefs
  • Let go of inherited attitudes towards money
  • Set achievable financial goals
  • Be responsible and take control of your finances with confidence and power.

How it works

  • Length: 60 minutes.
  • Capacity: In order for this to be an effective, interactive coaching session, we find smaller groups work best and we recommend a maximum of 15 people.
  • Session leader: A certified money mindset and personal finance coach, with extensive experience in the financial services sector.

Testimonials

"Financial Fitness was really well received. It was nice that people felt comfortable enough to talk about their own experiences with money and their mindsets - I think the exercise really helped with that. We especially liked the fact that it wasn’t intrusive or presented as a lecture. Ruth was professional but also relatable which, I think, was the right balance. People are still talking about it which is great!"
Nariece Solomon, Talbot Underwriting
Book

Financial Wellbeing 2: Money Management

Learn the nuts and bolts of personal finance practices in this 60 minute financial wellbeing workshop. Learn how to:

  • Effectively budget
  • Save money each month
  • Demystify ISAs and saving plans
  • Contribute to a pension
  • Be aware of the pitfalls of consolidation loans, bankruptcy and other financial disasters.

Please note these workshops are designed to educate rather than advise participants on financial choices.

How it works

  • Length: 60 minutes.
  • Capacity: In order for this to be an effective, interactive coaching session, we find smaller groups work best and we recommend a maximum of 15 people.
  • Session leader: A certified money mindset and personal finance coach, with extensive experience in the financial services sector.

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