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.
Workshop - Introduction to Personal Financial Wellbeing
This workshop introduces the key drivers of subjective financial wellbeing and how these can be adopted into everyday life. Rather than lecture on what is or isn't financial wellbeing, we provide a framework for each participant to take control of their financial health as part of their overall wellbeing.
This workshop grounds people in the present — the core skills and knowledge that define financial wellbeing right now: what it means, how to measure it, and the foundations that make everything else possible.
Workshop - Planning for the future with confidence
This unique workshop allows each participant of any age to create their own vision of life after work. Being present in tomorrow allows each individual to successfully build their own plan for a successful post-work adventure.
This workshop lifts people into the future — using those foundations to plan with genuine confidence, not just hope.
Together these workshops form a complete arc: where you are → where you want to be → how to get there.
Each is a standalone experience.
Together they are the most compelling possible introduction to the full Money Intelligence programme.
Money Intelligence Workshop Program
Building on evidence, not assumption, we are delighted to now offer our Money Intelligence Program to employers as part of their wellbeing agenda.
Our Money Intelligence is a four-workshop programme that builds financial skills and addresses the beliefs, biases, and anxieties that determine whether those skills get used.
The 4-part program incorporates Money Skills, Money Behaviours, Money Psychology, and Money Planning.
Skills
Psychology
Behaviour
Planning
Just teaching how money and products around it work makes little difference if individuals don't know how to use that knowledge for their own purpose. Action that empowers and has a positive impact on a person's wellbeing is what really matters. The Money Intelligence program is built to deliver that impact for each participant.
Validated pre/post assessment. Organisation-level impact report. Evidence base from financial psychology, cognitive science, and behavioural economics.
We can design a programme that fits your organisation, your people, and your timeline.