FAT Piggy Bank Financial Coaching Programme

R6,000.00

FAT Piggy Bank Financial Coaching Programme

Description

The coaching is available face-to-face or online. The coaching programme is available to individuals, couples, groups and at corporate level for employee wellness programmes. The programme can be made applicable to personal finances or small to medium businesses. The programme is made practical for the client to apply in her / his personal situation. Duration of a session / module is 60 – 90 minutes.

Objectives of the Programme:

  • Coach the participants to become financially independent
  • Coach the participants on how to build wealth
  • Understanding the financial world, financial terms and principles
  • To manage finances more effectively
  • To make better financial decisions
  • To set financial goals and draft a financial plan
  • Although I share knowledge, tips and principles, I also make everything practical to help participants to apply the knowledge
  • My biggest objective is to enable the participants to help themselves

The coaching programme starts with an analysis session to understand the needs and set goals to achieve from the programme. The full programme includes 11 modules from which 10 can be selected:

  • Budgeting and Expense Management
  • More Savings, More Money
  • Understand Everything about Investments
  • How to become and stay debt free
  • Financial Products (life insurance, disability cover, retirement planning, wills and funeral cover etc.)
  • Become financially independent
  • Build your Wealth
  • Basic Accounting
  • Set-up and interpret your own financial records
  • Tax Returns
  • Business Plans

For more detail, contact Ronel – ronel@physeqfit.co.za

 

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