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Employee Financial Wellness Workshop

Financial Wellness Workshop

Who are we:

My Mortgage Freedom is an industry leading mortgage broking and financial services organisation, educating clients on their journey towards financial freedom

What we offer:

On-site coaching program educating you on the following topics:

  • Understanding your current spending habits and how to improve them
  • Creating a savings plan
  • The art of setting and actually achieving financial goals
  • Wealth & risk protection strategies
  • Debt reduction plans
  • How to get the most out of your current home loan

How it works:

We invite you to a workshop which will only go for an hour and is an interactive session at your workplace.

In the registration process, we will ask you to complete a link which will send us your last 6 months bank statements so we can analysis this for you and provide handy hits and tips to improve your day to day spending and you will walk away with a clear action plan to assist you to achieve your financial goals!

 

Thank you to our valued clients, our efforts have been noticed