Financial Wellness Workshops for Corporate Teams

Boost employee wellbeing with our workshops which are designed to help your team build financial confidence and reduce money stress.

Money stress doesn’t just stay at home, it shows up in the workplace.

According to the Cigna International Health Study 2024, personal finance ranks in the top three sources of “major stress” for individuals in Singapore.

The Cost of Financial Stress

Money stress eats up mental bandwidth. Distracted employees miss opportunities, struggle to stay productive, and can often end up leaving.

The Confidence Gap

Too many employees don’t know how to make their income work harder. They feel lost when it comes to CPF, saving, or retirement, which leads to anxiety and poor decisions.

The Company Challenge

HR teams find that most financial education options fall short. They are either too generic, too product-focused, or not designed for Singapore’s realities like CPF, SRS, and rising living costs.

Help your team put their money to work

Our financial workshop provides the knowledge, tools, and encouragement your team needs to feel less money stress.

Benefits for employees:

Reduced financial anxiety
Confidence to make smart money decisions
Practical tools, no jargon
Better understanding of CPF, investing basics, money mindsets, and more

Boost employee wellbeing and strengthen your employer brand

For employers who are looking to support their employee wellbeing initiatives, our workshop is an easy-to-implement solution that can quickly drive impact.

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This service is ideal if you’re:

HR, Learning & Development, or Total Rewards teams looking to support holistic employee wellbeing initiatives.
Mid-sized to large organizations that want scalable impact.
Employers who believe wellbeing is more than perks, it’s about giving employees financial peace of mind.

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Benefits for employers:

More focused, engaged workforce
Stronger retention & employer brand
Easy implementation with visible impact
Reinforce your company's values

How it works

1. Discover

We consult with your company to understand which financial wellness topics to cover and how many sessions to run.

2. Deliver

We run the workshop(s) on-site or virtually.

3. Empower

We can provide optional follow-up materials and small-group clinics to keep the momentum.

Why Tim Talks Money?

I caught the investing bug as a teenager and I’ve spent over 15 years in the finance industry (ex-Schroders and CGS International) working across retail, asset management, and private wealth covering both Asian and global markets.

I’m passionate about helping people take control of their finances and building wealth through long-term investing. Too often, I’ve seen bad “advice” given in order to drum up revenue for companies’ bottom lines (and not in the interest of clients). 

You may have come across me on MoneyFM 89.3, Channel News Asia, SGX Academy, Lianhe Zaobao, Seedly, and The Financial Coconut, talking about everything finance-related, from credit cards and air miles to stock markets and dividend investing. 

I’m known for breaking down complex financial topics into something that’s fun and easy to digest but, most importantly, actionable Finally, I am not associated with any financial institution in Singapore so what you get from me is an unbiased/no-BS take on real investing.

—Tim Phillips

Financial wellness that works at work

Provide an opportunity for your employees to gain the tools and confidence to manage their money, so they can bring their best selves to work. All through our easy-to-implement financial education workshops.