Reboot Your
Financial Plan

This workshop is aimed at employees who want to get a better handle on their future finances. The session will help them to reboot their financial plan and work out how to achieve their long term goals.

This course will cover:

  • Planning your short, medium and long-term plan
  • Savings vs investment
  • Understanding tax/risk/charges
  • Credit checking and money clean up
  • How to pay off your mortgage off quicker
  • What if/wills/insurance
  • Your relationship with money

How do employers benefit?

This course is a really good way to offer employees something fun, engaging and useful. Happy people lead to a more productive, engaged and healthier workforce. Helping people to grab some money skills in a non-judgemental, unbiased and fun way saves them time, money and helps them build a happier future. This in turn reduces stress and absence in your workplace and leads to a more motivated workforce.

We know money keeps employees awake at night. We know they look to employer for help.

What people have said?

Simple, fun and practical – great for all employees – wish I had used these tools years ago!
Helen, Software Manager

This was a great opportunity to look after my own finances (which I never have time to do!), the trainer breaking all the elements down into tips and tools to follow helped me get back on track and feel happier
Jon, Administrator

Get in Touch





Providing easily-understood information to help everyone ‘move forwards’ with their finances. The session is designed to be fun and interactive, and attendees will receive planners to take away to help them become ‘better with money’.