Home / Services / Financial Wellness Training

The purpose financial wellness training is to ensure you are financially secure to take care of your current financial needs and to create a positive financial future for you and your loved ones. Financial wellness training should also include a personal consultation with a financial wellness coach who will help you embrace life’s journey by providing a holistic personal financial wellness plan.

Personal Financial Wellness

Unlocking financial wellness consists of a personal financial wellness plan which is reviewed regularly at every stage of your life. Having a proper plan in place will ensure you enjoy life to the fullest, this can be secured through our training courses, to empower you with knowledge to ensure you achieve your financial wellness goals.

We offer a company event to educate and empower employees to achieve financial security. We will present workshops on various financial wellness topics and have confidential individual consultations with staff. Below are the various financial services we offer.

If you are interested, please don’t hesitate to contact us, and we will get in touch with you.

Two colleagues seated at a laptop while attending a budgeting webinar.

Budgeting

Budgeting is the process of creating a plan to spend your money.

Learn More
A stressed man seated at his desk with his laptop surrounded by scraps of paper trying to manage his debt.

Debt Management

Getting into debt is easy, but getting out of debt requires discipline, sacrifice and commitment.

Learn More
A thumb firmly placed on a stack of credit cards.

My Credit score

Your credit profile is a record of your financial reputation.

Learn More
A plant growing out of a pile of coins while being cuffed in a pair of hands.

Saving and Investing Money

Save for unexpected expenses and invest to provide for your future financial wellbeing.

Learn More
A hand holding a miniature version of a black umbrella above a pile of coins.

Protecting wealth

Have a comprehensive plan to ensure your loved ones maintain their standard of living in the event of your death, disability or illness.

Learn More
Older man examining and signing his last will and testament on a brown desk.

Wills

Plan ahead in ensuring that your family is secured and taken care of.

Learn More

What Clients Say

User clip art icon.

Interesting and enlightening course

Felt like it was tailor-made for me

Henri