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What We Offer

Financial wellness services and training to help you discover your true potential and become the person you want to be.

A group of people attending a financial wellness training seminar in a boardroom.

Financial Wellness Training

Financial Wellness means having control over your day-to-day finances, being able to absorb a financial crisis and being on track towards reaching your financial goals. This training course teaches you how to manage and structure your finances to ensure that you and your family are financially secure.

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Audience members listening intensively to a seminar on employee financial wellness.

Corporate Wellness Financial Days

This is a company event to educate and empower employees to achieve financial security. We will present training courses on various financial wellness topics and have confidential, individual consultations with staff.

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An elderly couple seated at a desk with their laptop while planning for retirement.

Retirement Training

Very few people are able to maintain their current standard of living when they retire. Our training courses teach you how to make adequate provision for retirement, understand your retirement products and how to enjoy your golden years.

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Women seated at a desk with their laptops receiving training on financial wellness for women.

Financial Fitness for Women

Women have been driving change in the labour market, the workplace, and their homes. Women  also generally live longer than men. Women who take responsibility for their finances  have their own personal financial plan. This training course empowers women to achieve financial security.

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Female employee receiving a letter of retrenchment while seated at her desk.

Retrenchment Training

Retrenchment is an economic reality. Being retrenched is emotionally challenging. The prospect of being unemployed and unable to maintain your standard of living can be very stressful. This training course helps you to maximise your severance and retirement tax benefits.

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A pair of hands connecting two pieces of a puzzle while seated at a desk.

Additional Services

Our education approach takes the mystery out of financial planning. We understand the financial worries that keep you awake at night. That is why we partnered with trusted financial planners who will help you embrace life’s journey by providing a holistic financial wellness solution.

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