Workplace Financial Wellbeing

    Financial stress
    doesn't stay
    at home.

    We combine financial expertise with behavioural coaching to deliver transformative workplace workshops.

    83%

    Of New Zealanders report experiencing financial stress.

    Build Capability
    Financial CapabilityBehavioural CoachingWorkplace WellbeingLasting Change
    Financial CapabilityBehavioural CoachingWorkplace WellbeingLasting Change

    It walks into meetings.
    It affects focus.

    For organisations, financial wellbeing is no longer just a personal issue. It is a workplace capability.

    Yet most programmes still focus on delivering information. How to budget. How to save.

    But information alone rarely changes behaviour.

    Emotions & Beliefs

    Money decisions are shaped by confidence, upbringing, and life circumstances.

    Behavioural Coaching

    Moving beyond awareness into meaningful, lasting, and sustainable action.

    The Missing Link

    Knowing what to do and actually doing it are two different things.

    Financial Expertise

    Understanding money, systems, strategies and practical financial decisions.

    +

    Human Understanding

    Understanding behaviour, psychology and what helps people move from awareness into action.

    Our Capability Framework

    We don't teach people to simply manage money. We help them build the capability to make better decisions.

    01

    Know Yourself

    Understand financial behaviours, decision-making patterns and personal money beliefs. Explore how experiences shape the way we interact with money.

    02

    Build Stability

    Create practical foundations that reduce stress and increase confidence. Learn strategies to build resilience and feel more in control.

    03

    Think Ahead

    Develop the confidence to make intentional decisions that balance today's priorities with tomorrow's opportunities.

    04

    Live Well

    Connect money decisions with values, relationships and the life people genuinely want to create. Money is a tool for creating a meaningful life.

    One understands money.
    One understands people.

    Together, they create lasting change.

    Zara Malcolm
    Expertise

    Zara Malcolm

    Financial Expertise

    Founder of FoundHer Financial Planning. Zara specialises in helping people navigate significant financial decisions through independent, fee-only advice.

    Through her work with 50+ clients, Zara has helped individuals identify opportunities saving over $1 million in unnecessary fees.

    Nicky Russell
    Human

    Nicky Russell

    Human Understanding

    Founder of The Holistic Life Coach. Nicky specialises in emotional intelligence, resilience and behavioural change through psychologically safe environments.

    She helps people understand their patterns, motivations and behaviours so they can create sustainable change and confident decision-making.

    Ready to Build
    Capability?

    Find out exactly where your team stands and how we can improve their financial confidence and wellbeing.

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