EMPOWER YOUR TEAM.

Build confidence, form foundations and stay on track.

These are some of the principles your team will walk away with after attending a financial wellness presentation.

These are some key topics we can cover in a financial wellness and education talk.

How taxes are calculated
When to start investing
What to look for in an adviser
Saving vs investing
When to start investing
How to effectively use a Retirement Annuity
Protecting your biggest asset
More month than money
The Human Side of Money
Managing Debt
Building up a Credit Score

How taxes are calculated

When to start investing

What to look for in an adviser

Saving vs investing

When to start investing

How to effectively use a Retirement Annuity

Protecting your biggest asset

More month than money

The Human Side of Money

Managing Debt

Building up a Credit Score

The offering is for companies, organisations, professional associations and societies looking to empower their team with financial literacy and wellness.

Financial education presentation

This is the perfect starting point for any team leader wanting to get their team members on the road to financial wellness.

DETAILS:

  • This presentation can happen in-person or virtually
  • Duration: 1 hour
  • Group size: 5 – 20 participants

VIRTUAL SESSION

From R 3800

THE NITTY GRITTY

The packages above are starting rates and final costs are dependant on travel outside of Cape Town, South Africa and group size.

Sourcing a venue, sound system and microphones are all at the host’s expense. 

We would love to accommodate your specific needs. Please do pop me an email or leave a note here to make that happen!

I’VE PREVIOUSLY WORKED WITH:

What other Participants say:

“I recently had the privilege of attending the Wealth Coach Workshop, I found it insightful and helpful. Forming a foundation to my wealth knowledge.”

Throughout the workshop I gained insight on how to better my investments. As a student, investing never seemed possible. However, this workshop has demonstrated in a friendly manner how possible it is! The resources and information shared was extremely helpful and insightful. I look forward to attending any future workshops.

“I really enjoyed the workshop, I believe it served as a profound foundation for students who seek to kickstart their wealth accumulation journey.”