WHAT WE OFFER
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:
- 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
- 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
Workshops
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
