Ideal as part of a conference or corporate event, these group sessions focus on financial wellbeing and are kept to a smaller number to promote the feeling of a seminar over a lecture.
Our financial wellness expert will take participants through a short informal presentation, complete with relatable and real life examples to help encourage them to think about their financial stability. Due to the sensitivity of personal finance all participants will be given a pack with all information to take home and review in their own time.
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Important regulatory notice: the financial coaching sessions are not regulated investment, tax or legal advice. They are for information and education purposes and you will not be sold nor recommended any financial products or services. In short, it’s about helping teaching people think about money more constructively and not about selling anything.
How it works
*Multiple sessions can be arranged for larger groups but money can be an intimidating topic and these sessions always yield more engagement with smaller groups
