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: COVID-19 Update

The Ovation Team is staying safe and working from home, we are still fully operational and can answer calls, emails and continue with video meetings – we are committed to delivering the same high-quality service you would usually expect from us.

Posted by:
June 27, 2020

Episode 63 – Interview with Will Carmichael from Rooster Money

The guys are still here for the latest episode of the Financial Wellbeing Podcast. Join Chris, David and Producer Tommo as they chat with Will Carmichael, founder of Rooster Money. Now, Rooster Money may be an app to help teach kids great money habits with their pocket money, but stay tuned – us adults should … Continued

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