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Financial WellnessProgramme

Healthy Living. Secure Retirement. Equipping employees with the tools to prepare for a healthy, financially secure future as they approach retirement.

Healthy Living

Practical strategies for health investment including nutrition, lifestyle, and preventive care

Secure Retirement

Smart approaches to financial planning with pensions, savings, insurance, and investments

Debt Management

Expert guidance on debt management, budgeting, and financial decision-making

Workforce Well-being

Comprehensive program for organizations committed to employee financial wellness

Why Choose Our Financial Wellness Programme?

As workers approach retirement, balancing health investments and financial planning becomes critical. Our Financial Wellness Programme equips employees with the tools to prepare for a healthy, financially secure future.

Health Investment Strategies

Practical strategies for health investment including nutrition, lifestyle choices, and preventive care to ensure long-term wellness.

Smart Financial Planning

Expert guidance on pensions, savings, insurance, and investments to build a secure financial foundation for retirement.

Debt Management

Professional advice on debt management, budgeting, and financial decision-making to achieve financial freedom.

Retirement Readiness

Build confidence to make informed decisions about retirement readiness and life after work.

Workforce Well-being

Comprehensive program designed for organizations committed to employee financial wellness and retention.

Expert-Led Training

Facilitated by experts in Finance, Risk, and Wellness with extensive experience in financial planning.

Programme Highlights

Comprehensive training designed to build a strong foundation for life after work

Duration: 2–3 days (customizable for organizations)
Format: Workshops | Seminars | Interactive Coaching
Expert facilitators in Finance, Risk, and Wellness
Practical strategies for health investment
Smart approaches to financial planning
Guidance on debt management and budgeting
Confidence building for retirement decisions
Customizable content for organizational needs
Interactive learning experiences
Real-world case studies and examples
Actionable implementation plans
Ongoing support and resources

Who Should Attend?

Our Financial Wellness Programme is designed for professionals and organizations committed to workforce well-being

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Employees Close to Retirement

Workers approaching retirement who need to balance health investments and financial planning

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HR Teams

Human resources professionals seeking to enhance employee wellness and retention programs

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Pension Trustees

Trustees and administrators responsible for employee pension and retirement benefit programs

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Organizations Committed to Well-being

Companies focused on workforce wellness, employee satisfaction, and organizational health

Programme Structure & Format

Duration: 2–3 days (customizable for organizations) with flexible formats to meet your organization's needs

Workshops

Interactive, hands-on sessions focusing on practical application of financial wellness strategies

4-6 hours
15-30 people

Seminars

Comprehensive presentations covering key financial wellness topics with expert insights

2-4 hours
30-100 people

Interactive Coaching

Personalized one-on-one or small group coaching sessions for tailored financial guidance

1-2 hours
1-5 people

Core Programme Modules

Comprehensive coverage of health investment and financial planning strategies

Health Investment Strategies

Nutrition and lifestyle choices for long-term health
Preventive care and wellness planning
Health insurance optimization
Mental health and financial stress management
Duration: 4-6 hours

Financial Planning Fundamentals

Retirement planning and pension optimization
Investment strategies and portfolio management
Savings goals and emergency funds
Insurance planning and risk protection
Duration: 6-8 hours

Debt Management & Budgeting

Debt consolidation and repayment strategies
Budgeting techniques and expense tracking
Credit management and improvement
Financial goal setting and achievement
Duration: 4-5 hours

Retirement Readiness

Retirement income planning and projections
Social security and pension optimization
Healthcare costs in retirement
Estate planning and legacy considerations
Duration: 5-7 hours

Programme Benefits

Partner with SustainaRisk Analytics Ltd. – where financial health meets personal well-being

Build a strong foundation for life after work
Achieve peace of mind through health and financial preparedness
Empower your workforce to retire with security and dignity
Reduce financial stress and improve employee satisfaction
Increase productivity and workplace engagement
Enhance employee retention and loyalty
Create a culture of financial wellness
Improve organizational financial literacy

Specialized Training Modules

Choose from our specialized modules or combine them for a comprehensive Financial Wellness Programme

Health Investment Specialization

Focus on nutrition, lifestyle, preventive care, and mental health strategies for long-term wellness

Duration: 1-2 days
Nutrition planning and healthy lifestyle choices
Preventive care and wellness checkups
Mental health and stress management
Health insurance optimization
Fitness and exercise planning
Work-life balance strategies

Financial Planning Specialization

Comprehensive financial planning including retirement, investments, savings, and insurance strategies

Duration: 1-2 days
Retirement planning and pension optimization
Investment strategies and portfolio management
Savings goals and emergency fund planning
Insurance planning and risk protection
Tax optimization strategies
Estate planning and legacy building

Debt Management Specialization

Expert guidance on debt consolidation, budgeting, credit management, and financial goal achievement

Duration: 1 day
Debt consolidation and repayment strategies
Budgeting techniques and expense tracking
Credit management and score improvement
Financial goal setting and achievement
Cash flow management
Emergency fund development

Retirement Readiness Specialization

Specialized training for employees approaching retirement with focus on income planning and healthcare

Duration: 1-2 days
Retirement income planning and projections
Social security and pension optimization
Healthcare costs in retirement
Estate planning and legacy considerations
Lifestyle planning for retirement
Transition planning and emotional preparation

Learning Outcomes

What participants will gain from our Financial Wellness Programme

Practical Health Strategies

Implement actionable health investment strategies including nutrition, lifestyle, and preventive care

Financial Planning Skills

Develop smart approaches to financial planning with pensions, savings, insurance, and investments

Debt Management Expertise

Master debt management techniques and budgeting strategies for financial freedom

Retirement Confidence

Gain confidence to make informed decisions about retirement readiness and life after work

Organizational Impact

Build a strong foundation for workforce well-being and organizational financial wellness culture

Peace of Mind

Achieve peace of mind through comprehensive health and financial preparedness planning

Expert Facilitators

Learn from certified experts in Finance, Risk, and Wellness with extensive consulting experience

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Finance Experts

Certified financial planners with extensive experience in retirement planning and investment strategies

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Risk Professionals

Certified risk management professionals specializing in financial risk assessment and mitigation

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Wellness Specialists

Health and wellness professionals focused on preventive care and lifestyle optimization

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HR & Benefits Consultants

Human resources and benefits experts with deep knowledge of employee wellness programs