Financial coaching: Turning insight into action

Wealthbit helped reduce our team's financial stress, which has had a tremendous impact on productivity and morale.

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I really expected this to be more work than it actually was. I'm so glad I signed up!

Working with business leaders and their teams I have seen the importance to team and business performance of having employees who are in a sound financial position. Several of our clients have implemented Wealthbit’s Financial Freedom Programme which provides clarity, practical learning and real accountability in a way that helps people build better habits and confidence with money. I have noticed that team members of clients who have implemented Wealthbit have become more confident and stronger leaders due to improved personal leadership of their own finances.

Wealthbit’s programme is the first I’ve seen that matches staff to a financial coach based on their age and stage of career. The impact is tangible, from reducing debt to saving smarter to simply feeling more in control each month.

I think this is for us at home. I tend do make the most decisions while my husband depends too much on my decision making. I will definitely set a date for our our Finance Talk!

I think a periodic Money Date is a great idea and the planning for it is excellent guidance. I had not thought about my families past history with money and considering what may be driving my thinking.

Great to be able to use the tool to calculate the risk and really know what your heading into. Much appreciated. Agents wont tell you all these costs, so a real eye opener.

I am also super grateful for the workbooks. I honestly cannot wait for the next one on debt repayments. Financial freedom, here I come :)

I loved the Mini-Freedom and Movie/Date night budgeting. Helps to do the right thing without fear of missing out or feeling punished.

This is really eye-opening and insightful. I am looking forward to incorporating the knowledge to my financial situation and seeing the difference!