The principle of “wellness” has come to define 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.

Achieving financial wellness is richly rewarding, granting us the security and comfort to fulfill other wellness needs in our lives. 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 the individuals in your business with developing their financial literacy and money management skills. 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.

A recent study which surveyed more than 1 million South Africans showed that 62% have no form of retirement planning and about 74% started planning for retirement too late. Coupled with extreme overindebtness (72% of South African income goes directly to debt) and a nearly 30% unemployment rate, improving financial wellness among South Africans is an absolute necessity.
Our wellness program is tailored around your employees’ lifestyle needs, without compromising on the long term goals

Help your employees to achieve financial wellness. Assist, educate and empower them to better understand and manage all aspects of their personal finances, from learning how to properly budget, to planning better for retirement.

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.

  • Help them learn the art of proper budgeting and start to grow a culture of responsible spending among your team.
  • Educate your employees about the different forms of debt – from necessary “good debt” to the downright worst forms of credit – and help them to start managing it today.
  • Encourage your staff to face their tax issues by offering them tax counselling services and help them understand that they’re not alone in this stressful and complex process.
  • Teach your employees the secrets of compound interest and watch them transform their financial wellness ambitions as their investments grow!

Too many people see wealth accumulation in its simplest form – low-interest savings accounts that do nothing for them. Wealth planning should form the backbone of any financial goal and it begins by understanding that savings are destined to grow by working hard in more than a just savings account.

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.

Help your employees to 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.

No risk planning strategy is complete without a good understanding of short-term insurance, giving your employees the knowledge they need to protect the things they love the most.

What is the point of preparing for the distant future when you’re not around to enjoy it? Healthy lifestyle changes are one of the few things we have complete control over, and true wellness begins with a healthy body and mind. The benefits of an active lifestyle are indisputable, for both your company and employees. When people are healthy and of clear mind, they perform better, and everybody wins.

Ensure your employees are 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.

Whatever the next step in your master plan,
we would love the opportunity to go on the
journey with you.
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