Financial Health and Wellness

Financial health can be defined as a “state” of wealth that can be achieved by individuals or families ­irrespective of income levels.

The three key considerations of a financial “state” are:

  • It can be created
  • It can be conserved
  • It can be lost

Not only will financial health and wellness vary between individuals, it will also fluctuate between times and changing life circumstances. If you want to attain optimum financial health, you must give serious attention to what actions you will need to take for creating, managing and conserving this aspect. In just the same way that you self-monitor your physical health, your financial health will need a similar degree of monitoring too.

An awareness of your personal financial situation – regardless of how unhealthy it may be is a must. Knowing how things are and knowing what you want, will help you to make plans that will move you in the direction of where you want to be.

Poorly managed personal finances can have a direct impact on employee’s productivity at work.

Topics to be covered:

  • Adjusting to sudden income loss
  • Retrenchment
  • Budget that works
  • Preparation for retirement

These topics are presented in a one-hour presentation to create awareness and to stipulate discussion and self-exploration on the topic. Full and half-day workshops are available on request to explore more in-depth interaction and learning.

For more information, you can download our Training Programme – Dealing with Financial Health and Wellness by Clicking here

To book a training course, please contact us via the details below:


Tel: +27(0)11 847 4000