Financial Education Programs


Stressed workers are less productive and less engaged.

  • 1 in 2 Australian workers are concerned about their financial situation
  • 1 in 3 are financially stressed keeping them up at night affecting their work
  • 1 in 4 spend more than 3 hours a week at work worrying about their personal finances financially stressed keeping them up at night affecting their work

Financially stressed Australian employees lose 6.9 hours of productive work a week^ 

^ AMP Study, Oct 2016

But it doesn’t have to be like this!

Book a financial education seminar for your employees and/or a 1-on-1 Money Coaching session – see the immediate difference having a Money Plan makes. Funding can be through your training budget or Professional / Personal Development (PD) allowance. It’s a fantastic well-being initiative for your employees.

What is the benefit to your organisation

  • Boosts workplace engagement, performance, focus and work enjoyment
  • Improves employee retention and attraction and overall productivity
  • Reduces stress and improves their mental health, wellbeing and peace of mind
  • Improves attitude and financial confidence, leading to positive behavioural change
  • Positively impacts everyone that they come into contact with – colleagues, family
  • Gives them the time, space and tools to build long-term financial capability skills

How does it work

1​.​    I discuss your ​organisations ​needs and the outcomes that you would like to achieve

2​.​   ​P​rovide suggestions on how to ​realise these goals via​:
     a.    Financial Education Seminars to build awareness and resilience (face to face or webinars) e.g. ‘How Financially Healthy ​A​re You’ ; ‘Understanding Property’ ; ‘Understanding Shares’​​
     b.    ​Follow up with 1 on 1 individual Money Coaching for your people to give them the tools to be financially successful

3​.​   Report on the outcomes of the program – e.g. change in the overall financial awareness, capability and behaviours of your people through ‘Before’ and ‘After’ reporting​

4. ​ Check in support with each Money Coach client after 6 weeks to address challenges and achievements

Contact me to discuss how I can help your organisation and I will be happy to provide you with a no obligation quote.  Individual Money Coaching for your employees is at a discounted rate for four or more.