This programme is designed for individuals at any stage of their
financial journey—whether you're just starting your career,
planning for major life goals, approaching retirement, or
running a business. Organizations can also implement this for
their employees to improve productivity and reduce financial
stress.
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Financial Wellness Programme
Comprehensive Financial Coaching
Transform Your Financial Life from
Confusion to
Conviction
Essential financial skill is the most important life skill any
person should possess. This programme, designed as a one-to-one coaching experience, is
created to deliver a complete mindset upgrade—equipping participants with the skills and
confidence to take control of their financial lives.
Why Financial Wellness Matters Today
57%
of employees are stressed about their finances (PwC 2023)
82%
want help with their personal finances
3-5x
more likely to be distracted at work due to financial stress
Critical Insight: Financial stress extends beyond the bank account to key drivers of health and well-being. It affects productivity, engagement, physical health, and overall life satisfaction.
"Connecting the dots of your Reality with your Purpose"
The Expected Outcome of This Programme
This one-to-one coaching experience delivers a complete mindset upgrade—equipping you with the skills and confidence to take control of your financial life. The key outcomes expected from this programme are as follows:
Crafting Your Own Financial Plan
You would be empowered to design & implement a personalized plan for your financial wellness
Avoiding Costly Financial Mistakes
You would gain insights that protect you from errors & blunders many make unknowingly
Freedom from Product-Centric Advice
You would learn to choose the best products suitable to you and staying insulated from biased & product-driven financial suggestions
Clarity in Financial Decisions
You would gain a clear direction and deeper meaning in every financial choice you make
Overcome Random Investments
By being able to replace scattered, impulsive investments with structured, purposeful planning
Achieve Your Financial Goals
Through a realistic, practical path to reach your short- and long-term financial aspirations
Experience A Holistic Approach to Wealth
You would be able to experience complete financial well-being, not just piecemeal solutions
Master the Most Important Life Skill
Learn how to effectively manage your financial life, skill impacting every stage of your journey
Transform from Confusion to Conviction
You would be able to move from financial stress & uncertainty to conviction & peace of mind
Experiencing Financial Freedom
The programme follows a scientific, step-by-step path that equips you to make informed decisions—ultimately leading you to the most powerful outcome
Key Focus Areas
Our comprehensive programme covers every critical aspect of your financial life:
Risk Management
Emergency Fund
Retirement Planning
Financial Goal Planning
Risk Profiling
Asset Allocation
Investment Planning
Cashflow Analysis
Debt Management
Tax Planning
Legacy Planning
Implementation Options
Seminars and Workshops
Group sessions for organizations and teams
One-to-One Consultations
Personalized coaching sessions tailored to you
Personalized Financial Plan
Complete wellness plan preparation for employees
Benefits to Organizations
Improved Employee Productivity
Financial wellness programs minimize personal financial distractions, enhancing productivity as a result of improved financial decisions
Reduce Workplace Stress
Minimize financial stress affecting physical health and potentially reduce healthcare costs for employers
Reduce Absenteeism
Decrease the need for employees to miss work as they are empowered with better management of their finances
Employee Retention & Commitment
Programs that help employees build stable financial lives increase their tenure and loyalty to the company
Enhance Employee Recruiting
Make your company more attractive to potential employees, particularly younger generations who value such support
Caring & Inclusive Culture
Contribute to a caring company culture by empowering all employees to improve their financial well-being
Frequently Asked Questions
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Who can benefit from the Financial Wellness Programme?
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What makes this programme different from regular financial advice?Unlike product-centric financial advice, our programme focuses on empowering YOU with the skills to manage your own financial life. We provide objective, trustworthy resources that aren't driven by product sales. You'll learn to craft your own financial plan rather than just following recommendations.
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How long does the programme take?The programme is customized based on your needs. It can range from intensive one-to-one consultations over a few sessions to ongoing coaching relationships. For organizations, we offer flexible formats including workshops, seminars, and comprehensive employee wellness plans.
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Do I need to have financial knowledge before starting?No prior financial knowledge is required. The programme is designed to meet you where you are—whether you're a complete beginner or have some financial experience. We build your knowledge systematically, ensuring you understand each concept before moving forward.