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: How Can A Financial Adviser Help You Be Happy?

One truth that comes from the study of financial wellbeing is that we don’t generally know what makes us happy. How can we become more aware of our own wellbeing, and what are the barriers we need to overcome? Society’s Barriers To Happiness Strange as it may seem, life in our Western societies are not … Continued

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December 8, 2019

Episode 58 – Interview with Anthony ‘Tas’ Tasgal

Episode 58 – Interview with Anthony ‘Tas’ Tasgal David and his co-conspirators Chris and Producer Tommo have a chat with author and strategist Anthony ‘Tas’ Tasgal about our behaviours and how we make decisions. Tas looks at changes that can be made for better money decisions with some fun exercises. Be sure to play along! … Continued

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