Workplace Financial Wellbeing Workshops
Empower your team with expert financial guidance
From mastering budgeting to planning for retirement, our workshops help your employees take control of their financial futures. Tailored specifically for women, but relevant to all, we offer two flexible formats to suit your workplace and your team.
Why It Matters
Financial stress affects productivity, focus, and overall wellbeing. By bringing in expert financial advice, you’re:
- Supporting your team’s mental health
- Boosting engagement and morale
- Encouraging smarter decisions on money, pensions, and protection
- Demonstrating your commitment to holistic wellbeing
Carol Brick
Managing Director
Two Ways to Deliver Real Financial Impact
Whether you’re bringing together a large group or gathering a smaller team, our workshops are designed to fit around your workplace. Choose from a dynamic, presentation-style session or a more intimate “Lunch & Learn” masterclass—both flexible, scalable, and built to boost financial confidence across your team.
Presentation-Style Workshops
Perfect for larger teams or company-wide sessions.
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Held onsite or virtually
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Led by our experienced Financial Advisors
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Covers core topics like budgeting, pensions, investing, mortgages, and more
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Includes interactive Q&A and tailored resources
Whether it’s part of a wellness week, DEI initiative, or a quarterly learning series, this format works for organisations looking to reach a broad audience at once.
“Lunch & Learn” Masterclasses
A more personal, relaxed experience over lunch
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We come to your office during lunchtime
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Ideal for smaller teams or departments
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Covers focused financial topics in a conversational format
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Complimentary lunch included
Designed to feel informal but packed with real, actionable guidance, these intimate sessions are a great way to engage your team without disrupting the workday.
Workshop Highlights
Our workshops cover essential financial wellbeing topics that can positively impact mental and physical health by reducing money-related stress. Topics include:
Budget Management
Effective strategies to make the most of income and expenses
Retirement Planning
Setting realistic goals and learning about retirement benefits.
Saving & Investing
Building short- and long-term financial security
Mortgage Advice
Guidance on choosing the right mortgage options and understanding the application process
Debt Management
Techniques to reduce debt and manage interest costs effectively
Protection Planning
Ensuring financial stability with life and serious illness cover
Why HerMoney Workshops
Tailored Content
All Workplace Financial Wellbeing Workshops are customised to meet the needs of your employees.
Experienced Leadership
Carol Brick, with over 25 years in financial services, is a respected speaker and financial advisor.
Flexible Delivery
Available online or in-person to fit your organisation’s needs
Proven Benefits
Improve staff morale, reduce absenteeism, and foster a more resilient workforce.
Ready to Book a Session?
Let’s chat about what format works best for your team. Get in touch to schedule your workshop or Lunch & Learn today.
