Financial Wellbeing

Financial Wellbeing

Money plays an important and central role in all our lives. When we have money worries, they can take over. Financial wellbeing is, therefore, a hugely important part of our overall mental wellbeing. It is about being in control of your day-to-day finances and having the financial freedom to make choices that allow you to enjoy life, plan for your future and meet your future financial goals.

SurePlan Financial Wellbeing clinics are designed to educate and support you on the positive impact of financial planning looking beyond the scope of traditional financial planning. It takes a holistic approach to financial wellbeing, connecting how you live today and how you want to live in your future, giving tips and advice to secure your best financial future.

Our workshops and group sessions are tailored to meet individual needs.

Corporate Wellbeing

Positive financial wellbeing for employees is an integral part of creating a healthy work environment. It can boost productivity, improve employee engagement and retention. But more importantly, the employers we partner with believe “it is the right thing to do”.

We create employee centric programs in line with your business values and budgets. Our employee engagement ensures each employee understands directly what these benefits mean for their financial future. We offer flexibility to support employers and employees hosting regular group and individual sessions, in person or online, at a time that is convenient for everyone.

Our mission is to support and educate employees and for them to be inspired by good financial planning.



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