Your Home Of Financial Educators

OUR SERVICES

We Provide

FINANCIAL HEALTH CLINICS

We offer a range of dynamic financial literacy programs and workshops designed to equip individuals with essential wealth creation, debt and money management skills. Our interactive and practical approach ensures participants can navigate complex financial situations confidently.

We Provide

FINANCIAL COACHING

Our personalized financial coaching services cater to both individuals and organizations seeking expert guidance in addressing their financial challenges and eventually achieving their financial goals. Our one-on-one coaching sessions ensure working closely with clients to create customized financial plans and provide ongoing support and accountability.

We Provide

FINANCIAL WELLNESS EVENTS

We organize impactful financial wellness events for corporations, educational institutions, and society. These events foster a culture of financial well-being, covering various aspects such as budgeting, saving, investing, debt management, and retirement planning. They are a platform that affords employees access to financial products and services, leaving them informed, empowered and equipped to build and manage their financial legacy.

Our Curriculum

Educate | Empower | Equip

Psychology

For most people, money management is closely tied to their emotions and emotional states. That’s because money has powerful effect on all human needs.  We use theories that relate to financial decision-making. The pleasure/pain principle is discussed in the context of personal finances.

Debt Management Credit Profile -Loans

In this topic you will learn the fundamentals of how loans are calculated, and debt to income ratio. The basics of  loan  principal, interest rates, payment intervals, and repayment terms are discussed, followed by an introduction to the concepts of compounding interest and loan amortization. Strategic ways on how to pay-off your debts.

Risk Management & Insurance

In this topic, we present some of the reasons why people need to invest in order to work toward enjoyable, independent, and secure retirement years. Risk Management involves asset protection, income protection and risk protection.

Money & Account Management

This topic is designed to introduce you to the concept of budgeting and how creating a strong budget benefits you and contributes to your lifestyle choices.

Investment & Personal Planning

Every decision we make carries some level of risk. This topic offers four strategies for risk management and discusses how they work. Evaluating your personal risks and developing tactics to manage them is an important part of your financial planning process.

Taxation

Taxes form a large piece of most people’s budgets, but because they usually are paid by employers on their behalf, we often overlook their impact. This topic discusses several types of taxes, the definitions of basic tax terms, common tax issues into which people fall, and where their tax rand go.