BOOST PRODUCTIVITY BY SUPPORTING YOUR PEOPLE TO BE MONEY FIT

EMPOWER YOUR PEOPLE TO BE FINANCIALLY CONFIDENT; increase productivity by supporting your people to be MONEY fit.

Money DNA Family Finance Coaching provide a range of money fitness solutions from ‘LUNCH & LEARN’ sessions, fun & interactive workshops to private sessions to keep your workplace money fit and productive.

partner with Money DNA to provide money fitness solution to your people.

We are here to empower your people to take in charge of their family finance, build confidence with every financial decisions they make, and fast track on their financial dreams.

3 in 5 Australian employees experience financial stress over their working lives and this lasts on an average of 6.4 years or more. Studies have shown that financial stressed employees are less engaged at work, take additional time off and more likely to under-perform, and this has costed Australian businesses nearly $47 billion revenue per year.

With the cost of living and interest rate surging, there’s a significant opportunity for employers to step in and provide Money Fitness Solution that help your people reduce financial stress and improve overall well-being of your people.

 

REFERENCES
**Gallagher’s Employee Financial Report
** Mortgage choice Financial fitness 2019 whitepaper
** AMP Financial Wellness in the Australian workplace 2019

IMPROVE ENGAGEMENT

70% of employees admitting to worrying about or spending time dealing with personal finances at work, despite their position or level of income.

RECOVER ANNUAL REVENUE

Financial stress that employees are facing is costing employers over $47 billion each year.

INCREASE PRODUCTIVITY & PERFORMANCE

Australians are being negatively impacted by financial stress. Almost 90% female / 77% male said they felt that financial stress impacts their overall well-being and lead to higher absenteeism.

INCREASE TALENT RETENTION

With the Great Resignation, employers continue to struggle with attracting and retaining talent; while organisations which offer  financial well-being programs saw a direct impact on employee retention.

MONEY DNA’s APPROACH

Money DNA’s ‘holistic well-being’ approach is to develop your money resilience, nourish you with informative money nutrition, and empower you to be in control of your money matters and have capacity to deal with financial stress, make informative money decisions and plans, and achieve your financial goals.

MONEY F.I.T. WAY

MONEY F.I.T. WAY IS A STEP-BY-STEP PROCESS TO EMPOWER YOU MASTERING YOUR MONEY,  BEING CONFIDENT WITH EVERY DECISIONS YOU MADE, AND CREATING YOUR THRIVING LIFE WITH ABUNDANCE AND HAPPINESS.

F - FORM A HEALTHY MONEY FOUNDATION

In this first stage, we focus on forming a healthy money foundation with A.B.C. steps, which includes:

A: ACKNOWLEDGE YOUR OWN MONEY MINDSET

B: BUILD A SMOOTH MONEY FLOW

C: CREATE A PRACTICAL BUDGET

I - IGNITE THE MONEY SPARK WITHIN

Once the solid foundation is founded, we then guide you on the following important D.E.F. money elements:

D: DEVELOP REALISTIC MONEY GOALS

E: ESTABLISH A COMFORTABLE SAFETY NET

F: FOCUS ON REDUCING CONSUMER DEBTS

 

T - THRIVING, ABUNDANCE & PURPOSE

Last but not the least, we focus on creating wealth, making right investment decisions, and making your money work hard for you with M.O.N.E.Y. steps.

M: MAKE A PURPOSEFUL INVESTMENT PLAN

O: OPTIMISE YOUR VALUABLE ASSETS

N: NARROW DOWN YOUR INVESTMENT RISK

E: EMBODY RIGHT PORTFOLIOS & OPTIONS

Y: YIELD YOUR PROFIT WITH MARKET KNOWLEDGE

 

how it works

'MONEY FITNESS' CALL

Book a ‘money fitness’ call with Money DNA coach to discuss Industry and business need, blockages, problems and desire outcomes.

PROPOSAL & APPROVAL

Based on the depth discussion, we draft a proposal with a money fitness solution in alignment with your company values, specific needs, time frame and budget for you to review and approve.

BOOKING

We provide full details of the money fitness solution, with an overview of the key learning objectives,  logistics, time and venues to book and confirm.

IMPLEMENTATION

Most of our money fitness solution can be delivered in various formats, including:

  • Online webinar
  • ‘Lunch & Learn’ sessions
  • Half or Full day workshops
  • 1-on-1 private sessions
  • Keynote speaking

We can tailor your business need and deliver the support.

EVALUATION & REVIEW

Assess outcomes and adjust the schedule as needed.

As your money fitness solution partner, we’ll give you our constant support, whether you have questions, need to adjust your business money fitness solution; additional follow-up calls (optional) to help your team stay committed to their personal goals.

YOUR MONEY fitness solution program

Empower your people to be financially confident; Increase productivity by supporting your people to be MONEY FIT.

 

ONLINE WEBINAR

Provide a  range of ‘Master your money’ series with financial knowledge, tips and tools to empower your people making their own financial judgement and being their own money expert in these online webinars.

MONEY MANAGEMENT TRACKING SYSTEM

Provide a range of “Master your money’ series with financial knowledge, tips and tools to empower your people making their own financial judgement and being their own money experts in these short and sharp ‘Lunch & Learn’ sessions.

HALF OR FULL DAY WORKSHOPS

Empower your people to master their family finances by learning practical strategies and step-by-step process in our unique MONEY F.I.T. WAY in a half or whole day workshop.

FREE CONSULTATION

Family Finance Coach conduct 1-on-1 private sessions with your people to take control of their own money matters and achieve their own financial goals.

MARKET PULSE & TOOLS

Storytelling to build engaging keynotes which have your people motivated, inspired and ready for change with their current financial reality.

We can tailor your business need and deliver the support. Contact us TODAY to know to empower your people to be financially confident and increase productivity by supporting your people to be MONEY FIT.

podcasts/articles

Want to know more?

We’d love to hear from you!
If you’d like to:
  • Ask a question
  • Organise team coaching, bespoke workshops & presentations for your team
  • Invite Winnie to speak at your event
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