FINANCIAL WELLBEING for HIGH-PERFORMING TEAMS.

Equip your people with the clarity, confidence and capability to thrive at work and at home.

Enquire About Corporate Programs

MONEY STRESS
is A WORKPLACE ISSUE, even WHEN YOU CAN’T SEE IT.

FINANCIAL STRESS SHOWS UP QUIETLY.

It affects concentration, drives absenteeism, reduces productivity and creates a constant background anxiety that employees carry with them between tasks. Even your most capable people feel it.

I partner with organisations to deliver inclusive and emotionally aware
financial wellbeing programs that blend inner clarity with outer strategy.

These programs and workshops help your people understand their money behaviours, reduce financial stress and build lasting confidence in their financial lives. When employees feel financially secure, they show up with more energy, focus and resilience. The entire workplace benefits.

HERE’S HOW I CAN SUPPORT YOU.

SIGNATURE SERVICES

Programs and workshops to support your teams and
employees to have financial clarity, confidence, and capability.

OUR SIGNATURE PROGRAM.

Financially Fit For Life.

A COMPREHENSIVE FINANCIAL WELLBEING
CURRICULUM FOR MODERN WORKPLACES.

This six-part program builds financial capability across your organisation through a structured, supportive learning journey grounded in psychology, behaviour change, and practical skill-building.

YOUR TEAM WILL LEARN HOW TO:

• Understand and reshape their money habits
• Build confidence in financial decision-making
• Strengthen long-term financial foundations
• Create a plan for financial security

Ideal for organisations seeking improvements
in wellbeing, engagement, and capability.

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OUR FOUNDATIONAL WORKSHOP.

Rich Life Foundations.

A POWERFUL INTRO. WORKSHOP TO IMPROVE FINANCIAL CONFIDENCE AND REDUCE STRESS.

This focused session supports employees to understand their money patterns, gain clarity on their current financial landscape, and establish the foundations for a more secure and aligned financial life.

PARTICIPANTS LEAVE WITH:

• Greater confidence around money
• Practical insights they can apply immediately
• A clearer sense of direction and next steps
• Reduce stress and improve overall wellbeing

Ideal as a stand-alone session or the first step in a broader financial wellbeing initiative.

Enquire NOW

TEAM WORKSHOPS

All workshops can be delivered in person, virtually
or as part of a tailored wellbeing series.

Each session blends personal insight with practical action so employees not only learn
about money but also understand themselves and how to make confident financial decisions.

  • 01/Money Mindset & the Psychology of Wealth

    A deep dive into the beliefs, patterns and emotional drivers that shape financial decisions.

    Employees learn how to understand their money behaviours, shift unhelpful narratives and create a mindset that supports their goals and values.

    Ideal for building confidence, self-awareness and resilience.

  • 02/ Everyday Money Mastery

    A practical and empowering workshop that helps employees create simple, sustainable financial habits.

    Participants learn how to build money systems that support their daily lives, manage cashflow with confidence and reduce stress through supportive financial rhythms.

    Actionable, relatable and immediately useful.

  • 03/Investing Essentials: Build Wealth w/Confidence

    A clear and accessible introduction to investing that removes jargon and complexity.

    Employees learn the core principles of building long-term wealth, how to make informed decisions and how to develop confidence in navigating investment options.

    Suitable for all career stages.

  • 04/Women, Wealth & Financial Empowerment

    A transformative workshop designed for women’s networks and ERGs.

    This session explores the unique financial challenges women face, builds confidence with money, and highlights the strategies that support long-term wealth and financial independence.

    Perfect for IWD events and ongoing gender equality initiatives.

  • 05/Partnering & Parenting with Prosperity

    A workshop designed for couples, parents and caregivers who want to create harmony and confidence around money at home.

    Participants learn how to communicate clearly about money, align shared goals and model healthy financial behaviours for their children.

    Ideal for organisations that support working parents and families.

WHY THIS WORK, WORKS

IT’S A HUMAN-FIRST APPROACH TO FINANCIAL WELLBEING.

MY APPROACH BLENDS INNER CLARITY WITH OUTER STRATEGY, ALLOWING EMPLOYEES TO
BUILD INSIGHT, CONFIDENCE AND THE PRACTICAL CAPABILITY THEY NEED TO THRIVE.

WHAT MAKES THIS WORK UNIQUE?

FINANCIAL WELLBEING IS not JUST ABOUT NUMBERS. IT’S ABOUT BEHAVIOUR, EMOTION and THE LIVED EXPERIENCES
THAT SHAPE HOW PEOPLE MAKE DECISIONS.

  • Emotionally aware and psychologically grounded

  • Accessible for all levels of financial experience

  • Tailored to your industry and culture

  • Practical, actionable and engaging

When employees feel financially secure, productivity, wellbeing and retention naturally
improve.

WHAT ORGANISATIONS ARE SAYING

  • “Thank you for the wonderful session. The feedback has been very positive, with teams appreciating how easy it was to understand and how engaging it felt. Financial wellbeing is often difficult for people to grasp, and this workshop really helped.”

    — Nina Khan, The Royal Australasian College of Physicians

  • “Betsy crafted an outstanding workshop attended by more than 200 people across Australia and New Zealand. The impact has been remarkable. Many of us now feel more financially aware, more in control and more motivated to set meaningful goals. I highly recommend Betsy.”

    — Kara Smith, Women at Lion Co-Chair

  • “Our team loved Betsy’s Financially Fit workshop. It is a masterclass in financial empowerment. She makes financial literacy accessible through simple strategies and real-life examples. Her passion is unmistakable.”

    — Darren Moglia, Westpac

  • “Together, we created a comprehensive financial wellbeing program that blended workshops, podcasts and an online course. Betsy’s work is giving our people the confidence and knowledge to understand their relationship with money and build healthier financial habits.”

    — Lana Legerwood, Charter Hall (in partnership with Cuppa)

SUPPORT your TEAM’S FINANCIAL WELLBEING.

If you'd like to enquire about working with me, please complete the adjacent form and I will be in touch within two business days.