Your people are bringing financial stress to work every day. It’s costing more than you think.

Practical financial wellbeing workshops for Australian workplaces. Built to create real behaviour change.

Financial stress doesn’t stay at home.

It sits in your open plan office. It’s in the room during your Monday meeting. It’s the reason many of your people are distracted and disengaged.

The longer it goes unaddressed, the more it costs.

70%

of employees worry about money at work

7.7 hrs

of productive time lost per employee every week to financial stress

$47B

annual cost of financial stress to Australian businesses

The standard approach isn’t working and it’s not your fault.

Most financial wellness sessions follow the same formula. A presenter flicks through some slides and delivers a few tips people already know. There’s polite applause and by Friday, nothing has changed.

The problem isn’t the content.
It’s the format.

Financial education only works when people believe it applies to their own life. Generic advice doesn’t do that.

What works is a session that meets your people where they are and sends them away with tools they can implement immediately.

What I do differently

I’ve spent over a decade in finance and several years running teams inside major financial institutions. I’ve seen what happens in these sessions. People show up, nod along… and nothing changes.

That’s why Foundational Finance workshops are built around one principle: C.A.L.M.

Your people leave with clarity, alignment, leverage, and momentum. Not just information.

Every session is interactive, tailored to your team and designed to generate the genuine buy-in that makes change happen.

“People don’t change their financial behaviour because they heard good advice.
‍
They change when they finally understand how it applies to their life.”

Outcomes

What your team walks away with
A clear picture of their financial position
1
Practical tools they can use immediately
2
A framework for better financial decisions
3
Reduced anxiety around money, both at work and at home
4
What you walk away with
Staff who feel genuinely supported
1
Improved focus and engagement
2
Reduced turnover risk from financially stressed staff
3
Practical resources that continue beyond the session
4

Workshop Options

60-minute virtual workshop
The fundamentals. A focused, practical session covering the core of what your people need to know and what they can do about it straight away.
Half-day virtual workshop (3 hours)
A deeper dive. More time for questions, group discussion, and real application. Best for teams who want to build lasting habits.
In-person & custom options
For larger teams, multiple workshops, or in-person delivery, let’s talk. Every organisation is different and we’ll build something that fits yours.

Let’s talk about your team.

Tell me a bit about your people and what you’re seeing.
If it’s a fit, I’ll build something that actually helps.

Workplace wellbeing programs that address financial stress can deliver significant returns – with some studies estimating up to $5.81 for every $1 invested.*

*Source: Health and Productivity Association of Australia, Best-Practice Guidelines: Workplace Health in Australia, citing Larry S. Chapman (2007)

Start with Clarity

No proposal. No pressure. Just a conversation about what’s going on and whether this is the right fit.

Thanks for reaching out. I personally review every message and will get back to you soon.

If it looks like we may be a good fit, we’ll organise a short discovery conversation.
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