Workplace Financial Wellbeing Workshops

 
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Practical financial education to support your people — and your business

Our Financial Wellbeing Workshops are online webinars designed to help employees build confidence with money, reduce financial stress, and take practical action that supports both life and work.

Sessions are engaging, relatable, and action-focused — giving employees tools they can use immediately.

Workshops can be delivered as a standalone session or as part of our Financial Resilience Program, which we recommend for organisations seeking lasting, measurable impact.

 
 

Start with the foundations

The essential starting point for every organisation

This workshop introduces the core concepts of financial wellbeing and provides a shared language around money, stress, and decision-making.

It lays the groundwork for all future financial wellbeing initiatives and introduces The Money Collective’s 12 step financial wellbeing framework.

FOUNDATIONS OF FINANCIAL WELLBEING

THE ESSENTIALS FOR EVERYONE

 
 

What’s covered

  • What financial wellbeing really means — and why it matters

  • The impact of financial stress on wellbeing, performance, and safety

  • Small, deliberate actions that build confidence and control

Perfect for
All employees | Onboarding programs | Workplace wellbeing initiatives

👉 We recommend this workshop as the first step before delivering any other financial wellbeing topic.


Other workshop topics

What’s included in every workshop

Structured, evidence-based content

Built on our 12-Step Financial Wellbeing Framework and informed by real-world data and research.

Marketing done for you

We provide internal comms templates, digital and print assets, pre- and post-workshop engagement, and participant reminders.

Data collection & reporting

We measure:

  • Registrations and attendance

  • Engagement and feedback

  • Financial wellbeing self-assessment results

  • Program impact over time

Ongoing participant support

Employees receive:

  • Pre-workshop Financial Wellbeing Self-Assessment & Money Personality Quiz

  • Post-workshop educational email series

  • Access to the Financial Wellbeing Online Course

  • Optional one-on-one support (education-led and confidential)


One-off workshops — pricing & delivery

Investment: $3,000 per workshop + GST

  • Live online webinar (standard delivery)

  • In-person workshops available by request (travel costs quoted separately, POA)

Format: Opt-in or mandatory sessions

Audience: All staff or targeted groups

Our workshops are well suited to:

  • Lunch & learn sessions

  • Team offsites

  • Leadership and people-leader development

  • Graduate and early-career programs

  • Targeted cohorts identified through data or organisational priorities

Live online delivery allows us to engage employees across locations while maintaining consistency, quality, and accessibility. In-person delivery can be arranged where face-to-face facilitation best supports your goals.


Our recommendation: Financial Resilience Program

For real change, one workshop isn’t enough

While one-off workshops are a great introduction, lasting financial wellbeing requires ongoing support, reinforcement, and measurement.

That’s why we recommend the Financial Resilience Program for organisations seeking:

  • Sustained behavioural change

  • Higher engagement and uptake

  • Clear ROI and measurable impact

  • Long-term cultural shift

The program combines workshops, data, education, tools, and ongoing participant support to move beyond awareness and into action.

👉 One-off workshops work best when they are part of a broader strategy.

[ Learn more about the Financial Resilience Program ]

 
 
 
 

Why choose The Money Collective?

  • Specialists in Financial Wellbeing — not a bolt-on service

  • Over 50 years combined experience in finance and coaching

  • Trusted by organisations across industries

  • Practical, human, and evidence-led approach

  • Strong social impact and ethical delivery

    We don’t just talk about financial wellbeing — we help people change their lives.

 
 
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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.
— Employment Hero, 2024
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.
— Employment Hero, 2024
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%).
— MetLife
The PwC study found that just 54% of financially stressed employees were twice as likely to be looking for a new job.
— PWC
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.
— AMP, 2022
Burdened by financial stress, workers are less safety focused, with 15-20% of workers saying they pay less attention to safety and risks.
— AMP, 2022
 
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Let’s build a financially resilient workplace

Whether you’re starting with a single workshop or ready to implement a full Financial Resilience Program, we’ll help you design the right solution for your people.

Lock in your preferred dates and explore the best approach for your organisation.