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Workplace Financial Wellbeing

Founding Employer Pilot

A tailored 90-minute facilitated workshop designed for HR and People teams to bridge the gap between financial knowledge and sustainable wellbeing.

Pulse Survey

Begin with a pre-session anonymous pulse survey to identify baseline emotional and behavioral patterns within your workforce.

Behavioral Tools

Explore practical tools designed to address financial avoidance, shame, and spending as regulation in a safe, evidence-informed environment.

Interactive Exercises

Engage in collaborative exercises that translate complex nervous system responses into actionable, sustainable financial strategies.

Outcomes Summary

Conclude with a concise, evidence-aligned outcomes summary for HR and People teams, providing a clear roadmap for future wellbeing initiatives.

Organisational Impact

Behavioral Safety

Address the emotional gap between financial knowledge and action, fostering a sense of safety and security in financial decision-making.

Performance Growth

Unlock consistent financial behavior through practical tools that help employees retain money and manage spending with intentionality.

Wellbeing Integration

Embed financial wellbeing into your corporate culture, reducing stress and enhancing overall employee health and productivity.

Founding Employer Pilot

Partner with us to explore the behavioural and emotional gap in your workplace. Our tailored 90-minute workshop provides HR teams with practical tools to foster financial wellbeing and safety.

The Founding Employer Pilot is designed for approximately 15–20 employees.

If you already offer financial wellbeing support, education or benefits, please briefly mention what is currently available.

Which of the following feel most relevant?
Would you be comfortable inviting participating employees to complete a short anonymous pre-session pulse survey before the workshop?
Yes
No
I would like to discuss this first

The anonymous pulse survey helps tailor the session to the financial behaviours and barriers showing up within the group. No individual employee responses would be shared with the organisation.

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