Employers
Schools and Universities
Individuals and Families
Professional Services
Each workshop is an interactive experience for participants so that learning outcomes can be easily achieved. Using the latest education and training techniques, we don’t just deliver information; our training methods ensure each participant has a positive action plan moving forward.
Research is clear; the gap between knowing what to do with money and actually doing it is not a knowledge problem. It is a human one. Our Money Intelligence programmes fill that gap.
Financial stress does not stay at home. It sits in your meetings, misses your deadlines, and leaves through your front door.
In fact, 77% of financially stressed employees say it affects their performance. Unfortunately, most workplace financial education addresses knowledge and very little addresses the psychological dimension that drives behaviour.
Financial education that changes how children think — not just what they know.
Most financial education for schools delivers knowledge. The evidence shows that knowledge alone is not enough. We address the skills, the confidence, and the psychological foundations that determine whether that knowledge ever gets used
Financial education done wrong can increase anxiety. Done right, it builds confidence, capability, and a fundamentally different relationship with money — one that lasts well beyond the classroom. Financial wellbeing is not just a life skills outcome. The evidence shows it is a determinant of mental and physical health. Embed it well in school and you improve outcomes that extend far beyond finance.
"Children who leave school financially capable do not just manage money better. Research shows they make better decisions, experience less anxiety, and are better equipped for the demands of adult life."
The most powerful learning is social learning at home.
Most people figure out money the hard way — in their 20s, when the mistakes actually cost them. At the lab we run two cutting edge financial education programmes for those just starting out and those at any age. These are:
Teen CEO programme is for the ones who want to get ahead at life.
For those, at any age, who might be struggling with managing their financial health, or want to strengthen their skills further, our personalised financial coaching (PFC) programme helps to create a healthier relationship with all things financial.
These are two cutting edge services to help families create a healthy financial wellbeing.
Our financial education partner programme is aimed at attracting and retaining clients for professional client service firms such as accountancy practices, financial advice firms and legal firms.
A financial education workshop does three things nothing else in your business development toolkit does: it gives clients genuine value before any commercial conversation, it naturally surfaces the situations where professional advice is needed, and it positions your firm as a long-term partner rather than a transactional service.