The most effective financial wellness programme in South Africa

Wealthbit's Financial Freedom ProgrammeR helps your employees take control of their money, reducing financial stress and improving productivity, focus, and retention.

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Already trusted by top South African businesses like:

A complete system to shift behaviour, not just awareness

Mobile app screen titled Budget with tabs Insights and Accounts, displaying a message about solid progress on retirement savings and advising to add to Emergency fund to avoid being unprepared for unexpected expenses.
1:1 coaching
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Monthly workshops
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Mobile app
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Company dashboard
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1:1 coaching

Personalised 1:1 support from coaches utilising our cutting edge finacial planner software, prioritising what matters most.

An events interface with a September calendar and a list of workshops, including “Investments 101,” “Getting out of debt,” and “Renting vs Buying,” some with attached tools such as a debt strategy calculator.

Monthly workshops

Interactive sessions with powerful tools that let each person explore their own financial data. We don't talk at people; we give them the tools to see where they stand and what to do next.

A dashboard with a 45% Financial Freedom Score labelled “Not quite safe yet, more work ahead,” next to a spending insights donut chart showing R12 792 split across Rent, Groceries, and Shopping.

Mobile app

Wealthbit uses advanced technology, coupled with AI, giving your staff the best possible edge when it comes to their financial stability.

A dashboard showing financial health improvement from 35% to 65%, a 4.5-star rating, and a circular programme engagement chart with 75% and 60% values.

Company dashboard

See how it's landing and whether it's working. Track engagement, shifts in financial wellbeing, and team feedback all in one simple view.

Tangible results.

Impactful ROI.

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>30%

Financial improvement
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4.5

Average workshop rating
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>30% +

Sustained usage

Real impact. Real stories.

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Melissa Nobbs
Chief People Officer, ElectroMechanica
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Wealthbit helped reduce our team's financial stress, which has had a tremendous impact on productivity and morale.

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

Graham Mitchell
Head of Client Results, Grow
''

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.

Kim Urquhart
Head of HR, African Leadership Academy
''

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.

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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!

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Want to see how it works for your team?
Book a callDownload one pager

Financial stress isn't a personal problem. It's a system-wide leak.

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4 in 5
employees regularly worry about money - irrespective of salary
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4 in 5
say it affects their focus, energy and motivation to do work
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7 in 10
have considered leaving due to financial pressure

Financial stress sits beneath the surface. People keep working, but focus slips, energy drops, and performance thins out.

Most companies only detect it once someone resigns.

This system helps you see it early and support people before it turns into avoidable churn.

Wealthbit Financial Freedom Programme Financial Wellness Platforms EAP Providers
Price per employee/month
R29–R69
Scales with headcount
R95–R130
R45–R85
Primary focus
100% dedicated financial wellness
General wellness: mental, physical, nutrition & financial in one
Mental health & crisis counselling
1:1 financial coaching
Every employee, every tier. Coach matched by age & career stage.
Some platforms include coaching or therapy sessions, not financial-specific
Face-to-face & phone counselling sessions available, mental health focus
Monthly workshops
Interactive and live. Staff explore their own financial data in real time.
Webinars and group content sessions available, general wellness topics
Group sessions and debriefs offered, typically on-demand
Mobile app
AI-powered: Financial Freedom Score™, budgeting, spending insights and personalised habits
Dedicated wellness app with habit tracking, gamification and content library
Digital portal access; some providers include a basic app
Financial Freedom Score™
Proprietary benchmark that tracks each person's real financial health over time
Dedicated financial tools
Budgeting, debt strategy, big-spend calculator, habits system
Basic financial literacy articles
None
Employer ROI dashboard
Track financial health shifts, engagement and ratings per team or cohort
Engagement and usage analytics provided
Utilisation and activity reports provided
Proven financial outcomes
>30% financial health improvement. See the African Leadership Academy case study.
Engagement data only
Utilisation reports only
Built to change behaviour
Structured step-by-step system that builds lasting money habits
Behavioural science, gamification and habit tracking built into the platform
Therapeutic, solution-focused counselling sessions
Crisis counselling
Not the focus
Included as one of many pillars
Core offering

Pricing and features reflect typical South African market offerings based on publicly available data, April 2026.

Ready to transform your team's wellbeing?

Set up a meeting with our team to get started.

Interactive, data-driven tools

Try some of the tools your team will actually use

These are just a few of the tools teams get as part of the programme - helping them make smarter money decisions immediately.