PRACTICAL Workshops TO UPLIFT FINANCIAL WELLBEING
Empower your employees with engaging, action-focused workshops.
Designed to improve financial confidence and resilience, our sessions provide real tools for employees to take control of their finances.
Workshops can be delivered as a one-off session or as part of the Financial Resilience Program.
Designed to suit your unique workplace needs, our workshops can be for all employees or specific groups and can be offered as either opt-in or mandatory sessions. Workshops are perfect for lunchtime learning sessions, team offsites, leadership development programs, graduate events, talent programs, women’s networks, and more.
FOUNDATIONS OF FINANCIAL WELLBEING WORKSHOP
THE ESSENTIALS FOR EVERYONE
We recommend firstly running the Foundations of Financial Wellbeing workshop to introduce and educate about the core concepts of financial health and wellbeing.
A second workshop could then be run that is focused on the needs relevant to the demographics and interest of the group. The topic can be tailored based off the employee self-assessment data from the first workshop, creating maximum impact that empowers employees in areas that matter most.
See details about all our workshop inclusions below, such as the meaningful 1:1 participant support, marketing done for you, and reporting.
FOUNDATIONS OF FINANCIAL WELLBEING
A powerful introduction to financial wellbeing, covering the core principles of money management and how small changes can make a big difference.
- What financial wellbeing really means & why it matters
- The impact of financial stress on life & work
- Practical steps to build financial confidence & security
Perfect for: All employees | Onboarding programs | Wellbeing initiatives
ALL WORKSHOP TOPICS
SPENDING WITH PURPOSE: BUILDING FINANCIAL CAPABILITY
A practical session focused on budgeting, spending, and savings strategies to help employees take control of their finances.
How to build a spending plan that works
Prioritising financial goals & managing debt wisely
Understanding financial choices & avoiding common money traps
Perfect for: Employees looking to improve day-to-day money management
MONEY & YOU: The PSYCHOLOGY OF MONEY
Explore the emotional and psychological factors that drive spending habits, financial behaviours, and money mindset.
Identify spending triggers & unhelpful money patterns
Understand money beliefs & how they shape financial decisions
Build better money habits for long-term financial confidence
Perfect for: Employees at all financial stages | Self-awareness & personal growth
Kids & Money: financial wellbeing starts early
Help employees teach their kids about money with age-appropriate strategies for financial education at home.
How to talk to kids about money in a positive way
Pocket money, saving & responsible spending habits
Preparing kids for the financial realities of adulthood
Perfect for: Working parents & employers supporting family wellbeing
FUTURE YOU WILL THANK YOU: Building financial resilience
Financial resilience is about being prepared for life’s challenges while building financial security.
Creating an emergency fund & financial safety net
Managing financial risks & unexpected expenses
Planning for future goals—home ownership, retirement & more
Perfect for: Employees looking to build stability & financial confidence
financial wellbeing for leaders: creating a financially resilient workplace
Leaders play a critical role in workplace financial wellbeing. This workshop equips HR teams & managers with the tools to support employees effectively.
Why financial wellbeing is a leadership responsibility
How to have conversations about financial stress in the workplace
Integrating financial wellbeing into company culture & benefits
Perfect for: HR professionals | Managers | Senior Leadership
home loans unpacked: understand, optimise & borrow smart
Buying a home is one of the biggest financial decisions your employees will make. This workshop demystifies the mortgage process and helps them borrow smarter.
Understanding home loans & interest rates
Strategies to pay off a mortgage faster
Refinancing & reducing loan costs
Perfect for: Employees considering home ownership or managing a mortgage
THE MONEY COLLECTIVE GUARANTEE
We guarantee the engagement of your employees in our Financial Wellbeing Workshop. If employees donot engage, we offer a full refund of the workshop fee.
Let’s work together to create a financially thriving workplace.
Get in touch to explore the right workshop solution for your team and lock in your preferred dates.
IN PERSON OR ONLINE
Depending on your organisation’s location and workforce demographics, we offer flexible delivery options including in-person sessions or interactive live webinars. Based in Ringwood, Melbourne, we conduct in-person workshops nationwide, with travel fees applicable for locations beyond Melbourne.
MAKE SIGNIFICANT CHANGE
Participants who attend a workshop receive access to the Financial Wellbeing Online Course, which supports ongoing learning and reinforces key financial strategies, ensuring a sustainable and meaningful shift in financial wellbeing.
WORKSHOPS INCLUDE
STRUCTURED CONTENT
Understanding your everyday money is fundamental to everyone’s overall financial wellbeing. Our 12 Step Financial Wellbeing Program is easy to follow and covers the basics of everyday finance. It works for all levels of the organisation through to executive leadership. Individuals can focus on the steps that they need to build the skills that they will have for life. Participants are challenged to understand their current behaviour and beliefs around money, so that these can be aligned to current values and future goals. We also provide practical focus on building financial capability and setting up money systems that support realistic goals and improving financial resilience.
MARKETING DONE FOR YOU
Support to build awareness and uptake of the financial wellbeing program within your organisation. The pre-session exercises are sent to participants as soon as they are registered to attend a workshop. It’s all done for you. Our marketing support includes email communication templates, printable and digital posters for internal comms, pre and post-workshop engagement, and ongoing connection for participants.
DATA COLLECTION AND REPORTING
Collection of data will allow you to understand the value of the organisation's financial investment and ROI to see the real impact. Data is collected throughout our engagement on the following areas:
- Utilisation and uptake, registration numbers and attendance
- Employee engagement throughout the workshop
- Feedback verbatim, ratings and comments
- Financial wellbeing self assessment data
ONGOING 1:1 SUPPORT FOR PARTICIPANTS
We provide the tools and resources allow participants to start engaging with the topic prior to attending a workshop. Plus they’ll be provided with additional resources they’ll need to continue working on their financial wellbeing post-workshop with autonomy. As part of a workshop we offer the ability for employees to work 1:1 with our professional team on their financial wellbeing to get the assistance they need to move forward in a safe and supporting environment. Our participant support includes:
- Pre-workshop engagement including the Financial Wellbeing Self Assessment
- Post-workshop engagement via educational and motivational emails
- 60 minute One-on-One Home Loan Optimisation Session – Expert mortgage guidance (valued at $275 per session)
- 20 minute One-on-One Financial Coaching – Personalised support for each participant (valued at $125 per session)
- Access to the Online Course - Self paced learning the take action and make change (RRP $249)
Why CHOOSE The Money Collective?
As experts in Financial Wellbeing we’ve developed our programs from years of experience and data collection. We overlay this wealth of knowledge with both Australian and global external research.
Since we started The Money Collective in 2019, we have helped 1000’s of people to uplift their financial wellbeing.
We collectively have over 50 years of experience in banking, finance and financial wellbeing coaching.
We don’t just talk about financial wellbeing, we make practical change in people’s lives. We gift our online course to those in financial difficulty and our impact reaches far beyond the dollar figure in a bank account.
We have made a significant impact on employee’s financial wellbeing. Our workshops have empowered employees, enhanced their financial literacy and fostered a culture of open discussions around personal finances.
A financial wellbeing program THAT is recognised and awarded
what the research says…
The number 1 contributor to mental health is financial health. Let us join the dots of why your organisation needs financial wellbeing. It’s not just a nice-to-have. It’s critical. Here’s just some statistics from a growing body of research:
“Financial Stress and the cost of living crisis comes in as the number 1 major stressor of employees at 34% of working Australians. It is streaks ahead of the number 2 major stressor of overwhelming work load.”
“The knock-on effect of poor financial wellbeing is 72% of Australians reported negative emotions or behaviours – like a lack of motivation, losing sleep, and binge habits – because of their financial situation.”
“When employees are experiencing financial stress, engagement and morale can suffer. A MetLife survey found that employees who felt good about their financial health were happier (84% vs. 55%) and more engaged (78% vs. 53%).”
“The PwC study found that just 54% of financially stressed employees were twice as likely to be looking for a new job.”
“Over 12 hours a week are lost to stress related absenteeism and ‘presenteeism’ – employees working at lower productivity due to the effects of financial stress.”
“Burdened by financial stress, workers are less safety focused, with 15-20% of workers saying they pay less attention to safety and risks.”
LOCK IN YOUR PREFERRED DATE
See more about Financial Wellbeing in the Workplace, or learn more about Financial Wellbeing in general and grab some quick tips to uplift yours today!
