Finance + Behavioural Change  Consultancy

Having access to the right financial skills and behaviour training unlocks a business's potential through optimisation and efficiency. We work with organisations to facilitate the development of financial acumen and use debiasing techniques to equip people with the skills they need to improve financial decision-making and performance.

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We provide Financial Wellbeing Solutions to support your staff's personal wellbeing. Improving your employee's ability to make better personal financial decisions provides compounding outcomes of improving their work performance and general healthOur finance and behaviour change solutions target limitations at the source.

Services

We offer a range of financial wellbeing solutions, including packages that are appropriate for organisations new to financial wellness.

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Financial Clinic

A confidential safe space for employees to speak with a financial expert, and seek guidance and support with their financial challenges. This solution is available both online and in person.

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The Primary Program

A mid-tier solution providing staff with access to a finance clinic and participation in a three-part financial wellness program. This solution is available both online and in person.

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The Infinity Solution

A bespoke financial solution tackling the unique challenges and needs of your employees. We curate a tailored solution to address the financial gaps in skills and develop financial confidence.

*All solutions above include an initial employee assessment

Financial Wellbeing Booster

A standalone financial wellbeing workshop providing a financial booster. This action-focused workshop covers 15 top finance tips specially curated to immediately improve the participants' financial health.

Financial Esteem Programme

A comprehensive financial program supporting female employees to improve their financial confidence and skills. Using the SEEK method, this program tackles the unique financial challenges faced by women. The SEEK method is focused on building self-efficacy, financial resilience, and supporting career development and progression.

The Needs of your Organisation

We take a holistic approach to improved financial capability. We focus on improving workplace morale, and financial well-being. Our work bolsters confidence and facilitates equitable initiatives for the neurodiverse.

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What Other Clients Say

Employee, workshop attendee

The speaker was SO energetic and charismatic. He was super knowledgeable and explained things really well and in details but without being patronising or overwhelming. 
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Service User, workshop attendee

The presenters were great, the spreadsheets fantastic and have come in very handy. I learned a lot especially as this area of finance is very new to me.
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Jade, Head of Marketing Ops & Demand

Firstly a HUGE thank you for your time... the hybrid concept worked really well and we had some amazing feedback!
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Please use the form below to get in touch and learn more about the solutions available to you.

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