Financial Wellbeing in the Workplace

APC’s Financial Wellbeing Workshop

Help your key personnel gain financial wellbeing

Leaders know that helping people to be engaged and effective in their employment is crucial to unlocking better organisational performance.

There are numerous published works on the link between personal wellbeing and employee engagement where the areas of physical and mental health get significant attention. What is less known is that financial wellbeing has also been proven to have a very strong link to performance in the workplace.

Research has shown that financial wellbeing is associated with increased productivity, including discretionary effort – which is five times higher amongst those without financial worries.1

Australian Private Capital (APC) has developed this workshop to help business leaders assist their key staff achieve financial wellbeing.

Highly practical and interactive by design, the objective of these workshops is to highlight areas that key personnel need to focus on to gain or increase their financial wellbeing and equip them with the tools they will need to affect change and achieve a positive, personal outcome.

Why should you consider this workshop?

We know that financial issues are the leading cause of stress among Australians.2 We understand that people with debt may lose considerable amounts of sleep.3 We know that personal debt is at record levels in Australia. It is evident that healthy people are significantly more productive.4 Is there any reason why your staff and key personnel would be any different?

Attracting and retaining key personnel is competitive. Creating an employee value proposition that allows differentiation as an employer of choice is critical. Investing in this program demonstrates a commitment to staff that reaches beyond the workplace. It represents an opportunity to support a positive and thriving workplace culture.

  1. 12014 Financial Wellbeing paper by UK workplace think tank, The Work Foundation
  2. 22014 ‘Stress and Wellbeing’ survey – Australian Psychological Society
  3. 32014 Financial Wellbeing paper by UK workplace think tank, The Work Foundation
  4. 42015 Federal government Comcare review
Key Program Benefits

Your staff will leave with greater clarity on their financial planning and actions required for a secure financial future. The peace of mind that this delivers will allow greater focus and effectiveness in other parts of life, including work.

For Your Key Personnel
  • Gain clarity on what their personal goals are and how to best achieve them.
  • Gain insight and education in the cornerstone concepts that underpin financial wellbeing.
  • Understand the areas of their financial lives that work and the ones that may require change.
  • Obtain greater control over their personal finances.
  • Become confident that they are or can be on the right strategic path.
  • Access to program tools.
For Your Business
  • Promotion of employee health, engagement and associated productivity benefits.
  • A stronger employer value proposition that differentiates you from your competitors.
  • A flexible format tailored to how you run your business. It can be structured as a one day. workshop, to half days or three breakfast/lunchtime sessions, for example.
  • It’s cost effective with one flat fee with a maximum of 20 participants.
  • Venue can be at your office or at The Melbourne Business School in Carlton.
Included for Each Participant
  • Pre workshop participant self-diagnostic tool
  • Workshop with all session slides and pages for note taking
  • Budgeting tool
  • Online cash flow management software
  • An audit of current debt facilities
  • Personal insurance needs analysis calculator
  • Estate planning information kit
  • Complimentary six months access to APC’s online Knowledge Centre
  • 1 Hour Complimentary Financial Coaching Session

Workshop Structure

  • Pre-Workshop:Understanding Your
    Financial wellbeing
  • Session 1
    Session 1:Managing Cashflow & Tax
  • Session 2:Investments & Debt
    Session 2
  • Session 3
    Session 3:Protecting & Distributting
    Your Wealth
  • Post-Workshop:What are The Next Steps
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