Financial education: The best investment you can make

Financial wellbeing is key to business success. Navigation Financial Education provides comprehensive, engaging financial education programs to help you nurture financial wellbeing in the workplace.

Investing in employee financial wellbeing means increased resilience, better engagement, reduced absence and higher performance and productivity for your business. An effective benefits and remuneration strategy that is clearly communicated and appreciated by your employees, can help you to retain and recruit high-calibre employees and become an employer of choice.

Navigation Financial Education supports organisations to provide comprehensive, engaging education programmes to their employees. Challenging the status quo, we are helping organisations think differently about their current offering; and driving a positive impact on productivity and engagement through financial education.

Our Solution To Help You Improve Employee Wellness...

Generic Workshops

We have a series of sessions that can be delivered either in-person or virtually to your employees. Although generic enough to present to a group, they aim to be accessible and relevant. 

Bespoke Workshops

If desired, we can work with you to develop a bespoke presentation; for example to executives who have complex financial benefit packages. 

1:1 Guidance Sessions

To provide personal guidance, we offer 1:1 sessions. These sessions are for information and guidance only, but access to advice is available. 

What is our approach?

  • Assess employee demographics
  • Tailor an offering to suit
  • Use our industry knowledge and expertise
  • Deliver the programme
  • Ongoing support

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.