Financial wellness

Increase your employees' satisfaction by teaching them to manage their finances.

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What is Financial wellness?

A popular employee benefit that teaches personal finance management through interactive workshops. It results in increased financial literacy and knowledge of essential elements of healthy personal finances. The program's goal is to enhance your employees' well-being and satisfaction.

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57% employees consider finances to be the biggest stressor, negatively affecting their sleep, health, and confidence.

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28% employees lack financial reserves, with nearly a third living paycheck to paycheck.

financial wellness statistic

44% employees stressed about finances admit to being distracted at work by personal financial issues.

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Improving employees' financial health

A better life starts with well-managed personal finances. Only a few people consider their financial future enough to sacrifice family time or other leisure activities for it. That's why we bring financial education directly to companies.

Customized workshops

1

Basics of Healthy Personal Finance and an Emergency Fund

  • Income and expense allocation, savings creation
  • Importance and necessity of financial reserves
  • Where to ideally hold an emergency fund and why
2

Investing: The Foundation of Wealth Building

  • Basic asset classes overview
  • Saving vs. investing - why invest?
  • How to invest effectively - tools and rules
3

How to Secure a Decent Pension

  • State pensions and their sustainability crisis
  • Self-preparation for retirement
  • 3rd pillar and PEPP
4

Good and bad debt - which loans to take and which to avoid

  • Debt can be a good thing too - which one it is
  • Mortgage, consumer loans, non-bank loans
  • Responsible borrowing and the debt trap
5

Money handling for kids: From a piggy bank to an investment portfolio

  • Saving and investing for kids
  • An investment account to the kid's or the parent's name?
  • How much to save for college or a home purchase
We trained
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"Colleagues were very satisfied with the presentation. They particularly liked the way information was conveyed, as it wasn’t a sales tactic for Finax products but genuinely foundational personal finance education. Some attended the presentation for a second time. I think everyone found something useful."

Patrícia Petrišínová

HR Manager

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"Finax trainings have been truly inspiring and introduced practical tools for both personal and business finance management. I highly reccomend them to anyone who wishes to manage their investments efficiently and to secure a solid financial future."

Miroslav Duda

Chief Operating Officer

What benefits does Financial wellness bring?

Reduced financial stress

A sufficient reserve, paid bills, settled installments, and savings significantly reduce stress, leading to preparedness for the future and unexpected risks. Treat your employees with this benefit.

Support for employee retention

Satisfied and secure employees won’t leave, reducing your costs. Money may not be everything, but it is essential for a fulfilling life. Show your employees that you care.

Increased work productivity

Financial well-being leads to employee health and satisfaction, which positively reflects on work performance. However, well-being doesn’t end with a paycheck. Help your people learn to manage money.

Stronger corporate culture

Your interest in employees and assistance with their finances translates into greater loyalty, engagement, workplace environment, and company solidarity. Take care of your people.

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Financial education at your company

Give employees a lifelong benefit. Leave us your contact information, and we will get in touch with you.

Frequently asked questions

  • The Financial Wellness program is an employee benefit, primarily a form of personal finance education that we actively bring directly into companies. In the future, we plan to expand this program with additional services to provide companies with as much added value as possible and to improve employees' financial health and well-being.
  • The goal of the training is to provide participants with basic personal finance information so they can manage their money better, understand their income and expenses, set financial goals, create a sufficient financial reserve, manage savings effectively, and build wealth for the future.
  • We have selected five main topics: Healthy Personal Finance Basics and Emergency Fund, Investing: The Foundation of Wealth Building, How to Secure a Decent Pension, Good and Bad Debt and lastly Finance for Kids: From a piggy bank to an investment portfolio.
  • The training is tailored to your preferences, either in-person at your company, online (e.g., MS Teams), or a combination of both.
  • Each session lasts approximately 45-60 minutes, with additional time for questions and discussion based on participant interaction. We encourage participants to ask as many questions as possible.
  • Ideally, workshops are held for at least 10 participants.