Mental Health & Resilience
Leadership Development
Physical Wellbeing
Workplace CultureFinancial literacy training that builds money confidence at work
Money worries do not stay at home. When your people are stressed about their finances, that stress comes to work with them as distraction, absence and flat morale. Financial wellbeing training gives your team the knowledge and confidence to manage money well, so they can bring their focus back to the work in front of them.
Financial literacy training for employees, sometimes called financial wellbeing or financial wellness training, is structured workplace education that builds staff knowledge, skills and confidence in everyday money management, including budgeting, saving, managing debt, understanding superannuation, and planning for major life stages. Holistic Services Group delivers these sessions onsite and online across Australia, led by specialist facilitators, as standalone workshops or as part of a wider wellbeing program. It is general financial education, not personal financial advice.
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At a glance
Best for
Employees experiencing cost-of-living pressure, early-career staff, parents and pre-retirement workers.
Format
Group workshop or live webinar.
Topics
Budgeting, saving, debt, superannuation and financial goals.
Advice type
General financial education only, not personal financial advice.
Delivery
Onsite or online across Australia.
Outcomes
Greater money confidence, reduced distraction and stronger wellbeing support.
The cost of leaving financial stress unaddressed
When financial stress goes unaddressed, it follows people into the workday and quietly erodes focus, morale and productivity. The pressure often intensifies during periods of rising living costs.
- Financial stress is widespread: Two-thirds of Australians experience some degree of financial stress, including 29% experiencing moderate or severe financial stress, according to the AMP Financial Wellness Report 2024.
- Workplace focus is affected: The average Australian employee spends 11 hours each month dealing with personal financial matters during work hours (AMP Financial Wellness Report 2024).
Who this is for
Financial wellbeing training is an effective universal offering for whole teams and is especially valuable for staff navigating common financial pressure points. Typical participants include early-career employees building money habits, parents managing household budgets, employees feeling cost-of-living pressure, and people approaching major milestones such as buying a home or planning for retirement. Sessions are designed for general staff, not finance professionals, and assume no prior knowledge.
What the training involves
Holistic Services Group delivers financial literacy training as interactive workshops and webinars, onsite or live online. Sessions run in a group format, from a single one-hour session to a longer workshop or a multi-part series within an annual wellbeing program. The approach is practical and engaging rather than lecture-style, and content can be tailored to your workforce and the pressures most relevant to your team. Core topics include:
- Budgeting and cash flow
- Managing and reducing debt
- Saving and setting financial goals
- Understanding superannuation and how it grows
- Preparing financially for life’s milestones
Every session is general financial education that builds knowledge and confidence, not personal advice. HSG facilitators provide only general financial education and do not recommend specific financial products, investment strategies, or providers. Sessions are provider-neutral, and HSG receives no commission or referral benefit from any financial product. Content is reviewed periodically to reflect changes to Australian superannuation and financial regulations. HSG delivers onsite across Sydney, Melbourne, Brisbane, Perth, Adelaide, Canberra and regional areas nationally, with virtual delivery available across Australia, New Zealand and Asia-Pacific.
Financial literacy workshops and series
Organisations can start with a single introductory workshop, focus on a specific topic, or run a structured six-session series. The Five Key Steps to Financial Wellbeing package comprises six sessions: an introduction, followed by money and security, effective money management, managing debt, understanding asset classes, and using super more effectively. Standalone budgeting and special-occasion workshops are also available.
Workshops and series available include:
- The Five Key Steps to Financial Wellbeing
- Importance of Money as Security for You and Your Family
- Effective Money Management
- Managing Debt: Understanding the Options and Good vs Bad Debt
- Understanding Asset Classes for Investment
- Using Super More Effectively
- Budgeting Basics and Beyond
- Managing Special Occasion Spending and Budgeting for the Holidays
What participants leave with
By the end of a session, participants will be able to set and follow a realistic budget, apply practical strategies for managing and reducing debt, work towards savings and financial goals, understand the basics of how superannuation grows, and approach major financial decisions and life stages with greater confidence.
Outcomes
What HSG reports after delivery
- Attendance and participation rates
- Post-session feedback and satisfaction scores
- Staff-reported confidence in managing their finances
- Requests for follow-up or repeat sessions
What the training supports
- Reduced financial-stress distraction during the workday
- Improved focus and lower presenteeism
- Stronger morale and a visible signal the organisation cares
- A practical, preventive complement to your wellbeing program
Why the investment matters
Financial stress and mental health are closely connected, so building financial confidence supports both wellbeing and productivity. It complements HSG’s workplace mental health training and stress and burnout prevention workshops, and works best as part of an ongoing wellbeing calendar rather than a one-off.
Take some of the financial pressure off your people
Money worries follow people to work, and they are one of the few stressors staff rarely raise with their employer. Practical financial education gives your team clearer footing without anyone having to disclose their situation.
Tell us about your workforce and the questions they are asking, and we’ll recommend a format.
Call us: 1300 889 073
What clients say
We loved the seminar. Everything went perfect since the early stages of communication with Honey from Holistic Services and Alison, the facilitator. The information of the seminar was relevant and the presenter was engaging and dynamic with a high level of expertise. Looking forward to have more in the future!
Sofia Morales
Edwards Lifesciences
HSG delivered 2 x Wellness workshops to the students here at UOW in the virtual space. Both jobs were executed well and the presenters did a great job getting our students involved. I look forward to using HSG in the future.
Jaimee Evans
UOW Pulse Ltd
Why HSG
Holistic Services Group has delivered workplace wellbeing programs since 2003 and has supported more than 1,600 organisations across Australia and Asia-Pacific. Financial wellbeing sessions are delivered by specialist facilitators with relevant qualifications and professional experience in financial education and workplace learning, not generalist workshop presenters. HSG delivers onsite in all major Australian cities and regional areas, with virtual delivery across Australia, New Zealand and Asia-Pacific.
Related services
Financial literacy training works well as part of an annual wellbeing program, alongside workplace mental health training and stress and burnout prevention workshops. It forms part of HSG’s Mental Health & Resilience services.
Frequently asked questions
These sessions are designed for general staff at any career or life stage, with no prior financial knowledge needed. They suit whole teams as a universal offering and are especially valuable for employees feeling cost-of-living pressure, early-career staff building money habits, and people approaching milestones such as buying a home or planning for retirement.
Financial stress is one of the most common and least visible pressures employees carry, and it directly affects their focus at work. The average Australian employee spends around 11 hours each month dealing with personal financial matters during work hours (AMP, 2024). Building financial confidence is a practical, preventive way to reduce that drain and support wellbeing.
After delivery, HSG can report attendance, participation and post-session feedback, along with staff-reported gains in financial confidence. Over time, our experience shows that the training can support better focus, reduced financial-stress distraction, stronger morale, and a workforce that feels supported. Because financial wellbeing is closely tied to mental health, it also reinforces your broader mental health and resilience program.
No. HSG’s financial wellbeing sessions are general financial education only. They build knowledge, skills, and confidence in everyday money management, and facilitators do not provide personal financial advice or recommend specific products, investments, or providers. Staff who want tailored advice are encouraged to speak with a licensed financial adviser.
Both. HSG delivers financial wellbeing training onsite across all major Australian cities and regional areas, and live online for distributed and hybrid teams nationwide. Sessions can be tailored to your workforce and the financial pressures most relevant to your people, from a single workshop to a multi-part series within an annual wellbeing program.
No. Participants are not required to disclose their income, debt, savings, superannuation balance or other personal financial details. Sessions provide general financial education in a respectful group environment. Where the format allows, anonymous questions can also be submitted to the facilitator.
Start the conversation
More than 1,600 organisations have trusted HSG to deliver practical workplace wellbeing programs across Australia. Tell us what your team needs, and we’ll help you identify the right next step.
We respond to all enquiries within 12 hours.
Trusted by 1,600+ organisations across Australia and Asia-Pacific
Supporting corporate, government, healthcare, education and not-for-profit sectors
HSG has supported more than 1,600 organisations across corporate, government, healthcare, education and not-for-profit sectors, including Microsoft, Telstra, Commonwealth Bank, BHP, the Department of Defence, St Vincent’s, the University of Sydney, Deakin University, The Smith Family and headspace National Youth Mental Health Foundation.