Financial Coaching & Workshops

Financial Coaching

Our financial coaching service focuses on the behavioural and emotional aspects linked to a person’s (mis)management or of their finances. Working with a Financial Coach will assist with the following:

Individuals And Businesses →

  • Assist you understand your money habits and the emotional components of money
  • Create a healthier relationship with money
  • Manage your money better-budgeting, saving, debt management
  • Empowering you to create a healthier relationship with your finances going forward

Financial Planning Product Implementation →

  • Should the advice given or coaching offered result in the recommendation or uptake of an insurance product, we will be able to assist with this in-house or refer you to one of our strategic business partners.

Financial Literacy

As we work frequently with Businesses, we have noticed that staff members have gaps around different aspects of financial literacy. We work with Businesses to tailor make workshops to empower employees on different aspects of financial literacy such as:

  • Budgeting
  • Debt Management
  • Savings
  • Planning For Retirement
  • Risk Management
  • Legacy Creation

Book A Complimentary
Consultation With Us

Contact Us For A Complimentary 15 Minute Session To Determine How We Can Assist You