Achieving financial wellness is richly rewarding, granting us the security and comfort to fulfil other wellness needs in our lives. But pursuing financial wellness requires guidance and a steady hand to direct and inform your financial choices and goals. The same goes for your employees.
Our personalised financial wellness training programs and consultations are geared towards assisting, educating and empowering your employees to better understand and manage all aspects of their personal finances – from learning how to properly budget, to planning better for retirement. This paves the path to comprehensive financial wellness, allowing you to build a productive workplace by nurturing stability and personal wealth in the lives of your team.
Our wellness programme is tailored around your employees’ lifestyle needs, without compromising on their long-term goals. The programme covers the following topics:
Money management:
One of the biggest challenges among workers today is trying to understand how to properly manage their money. By becoming familiar with and understanding the basic principles of money management, your employees can immediately begin to see drastic changes in their financial situations.
Investment planning:
Wealth planning should form the backbone of any financial goal. Our wealth planning programs will help your employees to understand the differences, pros and cons of long- versus short-term savings, teach the subtleties of tax optimisation and guide them towards a better retirement with lifetime retirement counselling.
Risk planning:
Help your employees prepare for the unexpected by arming them with the knowledge they need to adequately prepare for risk. Our risk planning consulting options educate and inform employees about the different types of assurance cover available to them, the importance of having a will and why medical aid and gap cover go hand-in-hand.
Healthy living:
The benefits of an active lifestyle are indisputable, for both your company and employees. We’ll help your employees to become aware of the positive impact that physical wellness can have on their financial wellness outlook, and help them to get the support they need by exploring the emotional, occupational and physical health options available to them.
Wellness has come to mean many things. From physical health to emotional wellbeing, spiritual gratification to social stability, of these, financial wellness ranking among the most important for many people. Interested in empowering your employees through our financial wellness programme?
