THE FINANCIAL WELLBEING WORKSHOP


We have developed a one hour Financial Wellbeing Workshop. The event is designed to fit in with a company’s wellbeing programme, perhaps during a lunch time. 

Over the course of an hour we work through the principles of financial wellbeing. Attendees complete a worksheet which they can take home and, along with the resources from this site, can use this worksheet to create their own bespoke financial plan designed to increase their wellbeing.

 

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What is financial wellbeing?


Happiness in the workplace has been shown by many studies to have a direct link to productivity. A happy workforce is an effective workforce!

Wellbeing in the workplace has been adopted by many employers. The finance aspect tends to focus on the more negative aspects of money, such as managing daily cash and debt counselling. The Financial Wellbeing Workshop helps employees to use their finances and create plans based around increasing their happiness.

Please get in touch if you would like to arrange a Financial Wellbeing Workshop.

 

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a plethora of options and idea for financial planning related to taking away stress

being aware that you don’t always need money to be happy in life

thought-provoking and will push me to sort my finances

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Blog: Deal or No Deal – What’s our Investment Strategy?

With events moving almost hourly and Brexit continuing to dominate the headlines, it’s reasonable to assume that it might cause anxiety for some investors. Ovation’s Investment Manager Bob Mills takes a look at the markets and looks at how concerned we should be from an investment perspective.

Posted by:
October 27, 2019

Episode 55 – Overcoming Anxiety with Nick Elston

In this episode Chris, David and Producer Tommo share a chat with the inspirational Nick Elston. Following on from his spellbinding talk at the Financial Wellbeing Conference, Nick talks about his personal experiences with anxiety and how this led to becoming a professional speaker. With top tips on what you can do to overcome money … Continued

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