Building financial buffers: A practical workbook
Build financial buffers with a simple tool that shows what to save, how long it’ll take, and how close you are to real financial freedom.
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Align your budget with what matters: A practical workbook
Feel overwhelmed by budgeting? The Wealthbit workbook makes it simple—put every rand to work and align your money with your goals.
Debt repayment strategies: A practical workbook
Get our free debt repayment strategies workbook, a tool designed to help you understand the impact of your decisions and take back control.
Financial health check for leaders
Start with yourself. In under 4 minutes, you’ll get a personalised, practical snapshot of your own financial wellbeing. Do the check.
Why your top employees are stressed about money
Your highest earners could be among the most financially anxious. This silent burden is affecting their productivity and engagement.
Financial stress kills productivity and profit
In an era where employee well-being is paramount to business success, financial stress emerges as a silent saboteur, undermining productivity, morale, and ultimately profitability. According to PwC’s Annual Employee Financial Wellness Survey, the toll is measurable and significant: 78% of employees are considering leaving for companies that prioritise financial
Financial stress is killing companies
Today, many employees face financial stress. They struggle with bills, debts, and aiming for stability. This burden affects productivity and well-being. So, it's vital for employers to tackle this issue. The Reality Check: Stats Speak Louder Than Words Let's dive into some eye-opening statistics: 59% of employees are stressed about
Hire vs Automate - Which is right for your financial advice business?
Ambitious business owners know the feeling of having too little time. The feeling that you can't get everything done. There always seems to be more work than you have hours in a day. In those times, it’s difficult to focus on the things you want to focus on. You're
The Silent Saboteur: Financial Stress and Its Stealthy Decline of Workplace Productivity
Financial wellness has emerged as a pivotal concern, not only for individual prosperity but also as a significant driver for organizational success. Research indicates a daunting reality: a vast majority of employees are grappling with financial stress, so pervasive that it permeates into their workplace, manifesting through absenteeism and presenteeism
Slaying the Data Dragon: Data Consolidation for Financial Advisors
Buried under the avalanche of data from countless investment providers? Welcome to the challenging world of a financial advisor. Scattered data is the dragon to slay for efficiency, accuracy, and service quality. Data dispersion is a hidden cost to your efficiency and service quality. Ever missed a telling insight because