We have a certain percentage off for bulk business deals [50 clients,
100+ clients even a bigger % off]
We offer ONLINE SERVICES AND ONE ON ONE SERVICES
ON SITE TRAINING [Consumer Education]
Course Contents
• Budgeting for financial health
• Steps to achieving financial goals
• The importance of saving
• Keeping a healthy credit profile
• Maintaining financial health
• Retirement planning
Details
This workshop runs in three different categories:
• 3 hours
A Three hours session covers the financial education necessary basics.
• 1 day
A one day session is semi comprehensive.
• 3 day
A three day session is a comprehensive offering. It is effective
as it uses day to day financial practical examples, following through
the manual. Definitely it makes a difference as we have success stories.
This is a non-accredited COURSE but the STUDY MATERIAL is provided by
BANKSETA
FINANCIAL HEALTH SPEAKER
She is a Speaker on Financial Education, speaking on
She accepts invites from Business seminars/ breakfasts, couple’s seminars,
Social institutes, women's events, Government & Public sectors events
and NGO's.
She does FINANCIAL EDUCATION CIRCLES where she speaks to a unlimited number
of audience on FINANCIAL HEALTH, This service is recommended for a group
that doesn't prefer formal training but need FINANCIAL EDUCATION for their
organization.
PENSIONERS WEALTH MANAGEMENT WORKSHOP
Pensioners are prone to fraudulent financial transactions simply because
they do not in most cases know what they signing up for, they happen to
sign for any product out of excitement because they finally have access
to a lump sum of money at retirement and simply because they are less informed
financially. This is the money they have been planning and saving for.
This workshop will help those who are due for retirement, we coach them
to invest their hard earned money in the right investment vehicles and
to help them spend their money wisely through our workshops to ensure they
are well equipped to make informed decisions few months prior to retirement.
We want to do away with painful money stories and raise financially informed
pensioners.
WEALTH MANAGEMENT CONSULTATION
A One on one session with a client where we give out advice on how to
PROTECT YOUR WEALTH & HOW TO CREATE YOUR WEALTH through our SPECIALIZED
INVESTMENT ADVICE AND FINANCIAL PLANNING SERVICE. The goal of WEALTH MANAGEMENT
is to grow and sustain long term wealth. The Director of the company is
an ACCREDITED WEALTH MANAGER.
