Balance Consultants Website

Financial Wellbeing for

YOU

ABOUT US

Our Mission

We have a passion and that is….

To improve the world by enhancing financial literacy for all

To empower individuals to achieve financial resilience.

Empowering individuals to conquer financial obstacles.

Providing individuals with the knowledge and skills for

informed financial decision-making.

Financial Workshops for…

Workplace

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Schools

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Workplace

UK workers feeling stressed about money affects focus at work.

Financial Wellbeing training can help manage money better, increase job satisfaction, and retention.

Employees learn to handle debt, expenses, and plan for the future.

Supporting employees' financial well-being creates a positive work environment and boosts company performance.

Why is Employer Action Needed?

71%

Millennials say that their stress level related to financial issues has increased over the last 12 months.

72%

Employees passed up opportunities to spend time with family, friends, and co-workers because they couldn't afford to do so.

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92%

Leaders believe employers should support employees with their financial health.

67%

Millennials

Gen X 59%

Baby Boomers 43%

Financial matters were the top choice for cause of stress across all generations.

Financial Wellbeing Packages

Asian Female Financial Analysts Reviewing a Financial Data Repor

Tier 1: Financial Foundations

Financial Wellness Resources

Monthly Webinars

Email Support

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Stack of Coins and Tree Growing Money Savings Concept

Tier 2: Financial Mastery

Personalised Financial Assessment

121 Virtual Financial Consultation

Financial Workshops - Advanced

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Tier 3: Financial Future

On-site Financial Wellness

Employee Benefits Integration

Financial Wellbeing Challenges

Access to Financial Advisors

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Benefits for Your Employees

Mental health professional talks with mid adult woman

Increased Job Satisfaction

Reduced stress and anxiety

Enhanced Mental Health

Benefits for Your Business

Increased Productivity and Employee Engagement

Reduced absenteeism and turnover costs

Positive Company

Culture

There's a buzz around the office; people are sharing how much money they have saved and are saving. Everyone is on the bandwagon and everyone is benefiting. I can honestly say it has shifted the morale of our team. Thank you, it has been a REALLY positive experience.

Simon

Previous Client

"The information that I have personally gained from this, I have shared with my teenage son and my mother as it is so relevant to everybody. It has been a feel-good experience to help my family and see my employees gain confidence around money. Every workplace needs Financial Education."

James

Previous Client

Schools

Financial education is vital for young people, teaching responsible money management and enabling informed decisions.

Schools offering financial workshops empower students for their financial futures, prepare them for real-world challenges, promote inclusivity, and meet parental expectations.

Benefits include building financial responsibility, long-term planning, avoiding financial traps, recognizing scams, and fraud prevention.

Workshop Guide

Junior School

Workshops:

Prioritise Your Spending

Savings Challenge

Savvy Consumer

Sixth Form

Workshops:

Personal Finance for Students

Access to Credit & Debt Management

Career & Salary Expectations

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Senior School

Workshops:

Personal Finance for Young People

Saving and Budgeting for Your Future

Tax, Payslips and Pensions

Protecting Your Money

Money, Gambling and Abuse.

Parents

Workshops:

Understanding Student Finance

Peer Pressure and Money

Financial Responsibility.

Really liked the energy and knowledge of the workshop leader. Evidently, in Year 13 there is a big mix; lots of students do Business and Economics, but I thought there was something for everyone and that it was pitched right. Many thanks.

Sonya Galouzis

Previous Client

The speaker went above and beyond to create an engaging and interactive environment to capture students' attention. The feedback we received from students was overwhelmingly positive.

Winchester College.

Previous Client

About Us

We are a tribe of professionals with some serious years of knowledge and life under our belts, with experience in the Financial and Education industries.

Together, we are passionate about enhancing people's lives through the power of knowledge, education, and healthy behaviours with money.

We are specialists in Financial Wellbeing, and we are on a mission to improve people's lives and the future generation by making Financial Wellness accessible to everyone.

We educate, inspire, and motivate people to take control of their own Financial Wellbeing through improved Financial Literacy.

JOIN OUR TRIBE