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.
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
"The Financial Wellbeing series presented by APC to some of our junior leaders in the firm not only taught them how to look after their own financial wellbeing but has given them the tools and greater confidence in their everyday work. Personal knowledge and experience are the best teachers and APC has empowered our team to become better advisors as they translate what they have learned into assisting and advising our clients. I highly recommend the series to any employer who is looking at not only providing their team members with a personal reward but wanting to build and consolidate the team's knowledge base. It's a domino effect - better advised people produce better advice"Greg Ziegler – Partner BSA Partnership
“A group of my senior colleagues attended the APC Financial Wellbeing workshop which was run across 3 breakfast sessions. They mentioned to me that they found the workshops extremely beneficial. In particular, they commented on how focusing on their own financial wellbeing is not something that is usually front of mind, because day-to-day priorities get in the way. However, the workshops opened their eyes to a number of new strategies that could improve their overall portfolio and ensure a more disciplined approach with everyday spending. They commented on how the program taught them to re-evaluate their own goals and consider how their current spending habits align with those goals. They said that they very much enjoyed their time with the team at APC and would thoroughly recommend the program to other working professionals.”Michael McDonald – Director MDP Law
“Our staff found the workshops challenging and thought provoking. They definitely helped them to gain a better understanding of their personal financial position and how to manage and plan family financial wealth creation. The workshops enabled them to engage and motivated them to take action. They have shared their experiences and newfound knowledge with other team members which has helped them move towards understanding their own financial positions. We as their employer have benefited from their improved knowledge, tools provided and confidence gained in understanding how to improve their own financial wellbeing.”Peter Gillis – Partner ROCG
“The APC team was fantastic - the workshop was timely and relevant. I highly recommend the program to anyone. There are some great take outs from the sessions and it was an invaluable experience. I have actually been able to implement a lot of what was discussed which has been great. It has been a good kick in the pants for me to get my financial side of things in order, so I can’t thank you guys enough for that!”Mitchell W. (Accountant)
“The APC Financial Wellbeing Program was a wakeup call, and brought some pertinent financial issues front of mind. The size and interactive nature of the sessions were perfect to easily absorb the information being conveyed, and to ask questions. I learnt about many valuable strategies that I had not previously considered. The program forced me to re-evaluate my own goals and consider how well my current assets (or balance sheet) and spending habits align with those goals. The tools provided during the course have been invaluable.”Victoria K. (Lawyer)
“I know how to earn money and how to spend money. But when it came to understanding the tools that were available to me to increase my financial wellbeing I was a complete novice. This program helped me better understand how to best manage my cash flow, reduce tax, appreciate the different kind of investments and the rate of return I need. Also of immense value was how to mitigate the various forms of risk in protecting your wealth when life throws those curveballs. The program was delivered in an engaging way with the facilitator delivering the sessions at the highest of standards. Only now do I realise that I have a lot of work to do to ensure my financial wellbeing and how best to plan for this as a result of this program.”Alex C. (Corporate Relations Director)
“The APC Financial Wellbeing workshop content was very interesting and kept my attention with the 90 minute sessions perfectly timed. While I have heard some of these concepts before it was so good to hear them explained with real life examples. I loved the concept of the 3 cash flow components which is a great way to improve my budgeting. Many of the strategies were something I felt I could implement straight away.”Rebekah R. (Accountant)