Financial Wellbeing Workshop

Financial Wellbeing Workshop

Saving money is the gap between your ego and your income, and wealth is what you don’t see. So wealth is created by suppressing what you could buy today in order to have more stuff or more options in the future.”
— Morgan Housel

WORKSHOP GOAL

Our financial wealth is a deeply personal topic. Whilst most would agree that it’s one of the most important dynamics of our wellbeing, many would also agree that they spend little time making sure their financial health is headed in the direction of their desire.

This workshop has been designed to help you reach your financial freedom goals and use money to gain control over your time. People that go through this process claim that when they do it well, they can sleep better at night, knowing their financial health is in order.

We aim to leave you with our 5 pillar model, two powerful exercises, and a comprehensive & compact summary of the workshop learnings.


TARGET AUDIENCE

This workshop is designed for everyone that self-elects to learn and improve their financial health. It’s not related to leadership or seniority.

Note: we will review the target audience with you prior to delivering the workshop to gather more insight to make the workshop more relevant to your participants.


FORMAT | INTERACTIVE WORKSHOP

  • Length | Can be adapted to 1 hour (1 Learning Outcome) or 2.5HRS (2 Learning Outcomes)

  • Format | Face-to-face or online

  • Limit | 25 participants

  • Facilitator | Experienced business leader with 7+ Years of Leadership Experience


KEY TAKE-AWAYS

In this workshop we will cover:

  • Creating your own principles for managing your money in a way that helps you sleep at night

  • How to avoid being influenced by people that are radically different to you, and playing a different game to you

  • Getting Wealthy vs. Staying Wealthy

  • Money’s most powerful rule: “Spend less than you earn—invest the surplus—avoid debt.”

  • In Bloom’s 5 pillar model for financial wellbeing that you can adapt to your reality

  • Creating a cadence of accountability with yourself to help you reach your financial freedom goals


Learning outcomes

Learning Outcome #1: Fundamentals of financial wellbeing 

  • 5 Pillar model presented

  • Principle 1: Know your numbers & Spend less than you earn 

  • Principle 2: Create a sequence of accountability with yourself and your partner / Have a financial review cadence

  • Principle 3: Be reasonable rather than rational

  • Principle 4: Wealth is What You Don’t See

  • Principle 5: Your goals and desires will change over time

  • Resources

Learning Outcome #2: Tools, and Systems to help you reach financial freedom

  • The monthly rundown - how to do it and what to measure

  • Values and expenses alignment exercise

  • Do not repeat the same mistake exercise

  • Other valuable tools

  • Resources for deeper dives


 

PRICING | INTERACTIVE WORKSHOP

Building on the point above, the pricing depends on whether we do the session in person, or through video conferencing, and the sessions length.

  • 1 hour webinar | $1,000+GST

  • 1 hour in person workshop | $1,500+GST

  • 2.5 hour in-person workshop | $2,500+GST