Financial Wellness: Personal Budgeting & Finance

Gain the skills to manage personal finances and reduce financial worry.

Course Overview

Achieving financial stability is important for overall employee health and wellbeing. Financial distress can cause stress, absenteeism and a loss in productivity.

This workshop teaches participants tools, techniques and strategies to make better financial decisions.

What this workshop covers

During this course, participants will learn:

  • the importance of financial wellness and the impact of financial stress
  • the four key pillars for achieving financial wellness
  • how to plan for the everyday, the unexpected and the future
  • how to audit their spending habits
  • tools, tips and strategies for managing money, including basic budgeting tools and techniques
  • the traps and roadblocks to financial wellness
  • what support and resources are available (EAP, HR).

What to expect

  • Complete and submit our form and we’ll be in touch within one business day.
  • We’ll talk to you about your specific employee training needs and availability.
  • We’ll tailor a training package to match the challenges and priorities of your organisation.

Who will benefit from this training?

  • This course is recommended for all staff, including those in a leadership role.

What’s included

  • Facilitated workshop, led by a qualified expert.
  • Participant workbook.

Duration:

1 hour, 1.5 hours, 2 hours or 3 hours.

Choose a course length that best suits your needs. Workshop inclusions may vary based on duration.

Contact us for a quote














Testimonials

The Mental Health Awareness for Leaders workshop was extremely helpful. Great information for managers.

Jason, Recruitment and Employment, Melbourne

I really enjoyed the workshop. It was very clear. I now know what my responsibilities and obligations are and how to do it.

Chantelle, Digital Marketing, Sydney

Overall the workshop was excellent. Dealing with stress has been a challenge for me. I got a lot of great tips from the session that I can put into practice. Great presenter too!

Sarah, Not-For-Profit, Brisbane

I really enjoyed the workshop. It was very clear. I now know what my responsibilities and obligations are and how to do it.

Chantelle, Digital Marketing, Sydney

The Mental Health Awareness for Leaders workshop was extremely helpful. Great information for managers.

Jason, Recruitment and Employment, Melbourne

I really enjoyed the workshop. It was very clear. I now know what my responsibilities and obligations are and how to do it.

Chantelle, Digital Marketing, Sydney

Overall the workshop was excellent. Dealing with stress has been a challenge for me. I got a lot of great tips from the session that I can put into practice. Great presenter too!

Sarah, Not-For-Profit, Brisbane

I really enjoyed the workshop. It was very clear. I now know what my responsibilities and obligations are and how to do it.

Chantelle, Digital Marketing, Sydney