Financial Wellbeing Workshop
Helping Employees Take Control of Their Financial Future
LESS STRESS MORE CONFIDENCE
Your employees’ money worries could be costing your business.
You may not see the worry, but you may be feeling its impact.
An employee can arrive at work on time, sit at their desk or start their shift, while their mind is elsewhere. They may be worrying about the mortgage, overdue bills or how they will make it through to payday.
That financial pressure can affect their concentration, confidence and ability to do their best work. It can also contribute to sick leave and absenteeism, placing additional pressure on the rest of your team.
THE BUSINESS IMPACT OF FINANCIAL STRESS
Financial stress doesn't stay at home
When employees are worried about money, the effects can extend into the workplace.
88%
Reported an impact on workplace productivity
Moderately or severely financially stressed respondents
11hrs
Per month dealing with personal finances during work time
2.4
Additional sick days annually for financially stressed employees
Sources: AMP Financial Wellness Report (2024); AMP financial wellness research (2018). Figures reflect the respective survey populations.
AWARENESS
STRUCTURE
HABIT
Where Did All The Money Go?
Where Did All the Money Go? is an engaging financial wellbeing workshop that helps employees understand their money behaviour, take control of everyday finances and build stronger financial foundations.
Presented by Jaeneen Cunningham, author, money mentor and finance professional with almost 30 years’ experience, the workshop makes money conversations approachable. Jaeneen combines relatable examples, practical exercises and clear explanations to help people recognise what they can change and where to start.
THE EXPERIENCE BENIND THE WORKSHOP
Knowing what to do is one thing. Knowing where to start is another.
Drawing on years of research and experience working with thousands of clients, Jaeneen's Financial Wellbeing Workshop brings the practical lessons of her book, Where Did All the Money Go?, into the workplace.
It addresses something she has heard countless times:
“I know I need to do something, but I don't know where to start.”
More money doesn't always mean less financial stress.
A pay rise can ease financial pressure, but it doesn't necessarily change the habits and decisions that leave people feeling financially stretched. As income grows, spending often grows with it.
The workshop helps employees understand their money behaviour, recognise spending patterns and develop practical skills to make better financial decisions.
A CHANGE IN PERSPECTIVE
FROM:
“I need more money before I can get ahead.”
TO:
“What can I do differently with what I have today?”
The benefit for employers
Financial education complements fair remuneration. By helping employees build confidence and capability with money, employers can support their wellbeing and help reduce the financial distractions they bring to work.
Knowledge Skills &
Confidence
What Your Team Will Learn
Practical skills and fresh perspectives to help employees take greater control of their finances.
Understanding money behaviour: how personality, habits and emotions influence financial choices.
Giving money a purpose: using the 50/30/20 approach as a starting point for balancing everyday needs, lifestyle and future goals.
Finding the small leaks: identifying subscriptions and spending habits that quietly drain income.
Building a financial “Moat”: creating an emergency fund to help manage unexpected expenses.
Understanding debt: recognising the cost of borrowing and taking steps towards reducing financial pressure.
Getting to know their Super: understanding the importance of reviewing fees, insurance and retirement savings.
Recognising scams: spotting warning signs and protecting their money.
Taking action: choosing manageable next steps to put what they have learnt into practice.
The content can be tailored to your workforce and the topics most relevant to your
THE VALUE TO YOUR ORGANISATION
A Practical Investment in Your People
Supporting financial wellbeing helps employees build confidence, make informed decisions and feel more in control of their money. For employers, it's a meaningful way to support wellbeing beyond the workplace and contribute to a more focused, engaged workforce.
How it Works
90 Minutes
An engaging, practical session
Tailored to Your Team
Office, trade, construction and shift-based employees
Participant Feedback
Pre- and post-workshop surveys
Flexible Delivery
In person or
online
Intereactive Learning
Money personality profile, activities and Q&A
ORGANISATIONS I'VE WORKED WITH
Everything You Need to
Plan with Confidence
Working with a speaker should feel easy and stress-free at every stage of an event. To make the process as straightforward as possible, Jaeneen has put together a comprehensive speaker kit with the key information event organisers need — from event details to presentation requirements.
For those planning an upcoming event, the speaker kit can be downloaded below, with everything in one place.
