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Financial wellbeing in the workplace

Reduce stress for your employees by helping them maximise their finances and develop the knowledge they need to make informed financial decisions.

Our clients and partners

A win for you. A win for your employees.

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Increase Employee Productivity
Financial stress can negatively affect employee productivity at work.

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Improve Employee Morale
Those who feel financially secure are more likely to have positive attitudes and improved job satisfaction.

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Attract & Retain Top Talent
Good employers are more attractive to potential hires and increase retention among current employees.

Personal finance struggles hurt employees and your business

Our workshops provide your team with the necessary knowledge to confidently manage their finances.

>120

successful workshops and presentations

>8.500

enthusiastic participants

>40

satisfied corporate clients

Financial wellness workshop for your employees

Customize your experience with our financial workshops based on your needs, preferences and company budget.

SHORT WORKSHOP

  • 2h learning with our financial experts
  • Available in person or online
  • 1 financial area covered
  • Group discussions at the end of the workshop
  • Access to all tools and checklists

ALL-DAY WORKSHOP

  • 7h learning with our financial experts
  • Available in person or online
  • 2 or more financial area covered
  • Group discussions at the end of the workshop
  • Access to all tools and checklists

Take the first step today and schedule a free appointment with us!

This is the best way for us to answer your questions and provide you with a tailor-made offer.

What our clients say about us

With "FDB Schwaben", "Thomas Dehler Foundation" and finmarie, we offered an online workshop on the topic of personal finances. Ms Decker inspired the 150 participants with her expertise and also managed to answer all questions. Highly recommended, a friendly and courteous team, with the best professional expertise and empathy!

Daniela Busse

FDB Schwaben

The workshop was very professionally prepared as well as performed and followed up. We can highly recommend the cooperation with finmarie in the area of ​​personal development!

Anne Fromme-Schoen

PayPal

The workshop was uplifting, full of useful and practical knowledge. Karolina has a great way to show financial management less complicated than it seems and that we are all capable of determining our own financial future.

Ebay

We provide support in critical financial areas

Financial Planning

Optimise their money mindset and get a grip on their personal finances.

Saving vs. Investing

The most important basics of investing and the “how-to” investment process.

Retirement Planning

With our guidance, they can feel confident and secure in their financial future.

Insurance

Which insurance your employees need and where they can save money.

Sustainability & Megatrends

Driving long-term financial success while creating a positive societal impact.

Alternative Investment

Demystifying Cryptocurrencies, Business Angel Investing and NFTs.

Wealth Management

Learn how to effectively manage personal finances, assets, and investments.

Real Estate

Intro to the types of real estate investments and an overview of traditional financing options.

How to get started

Let's get in touch!

Step #1

The first step: an intro call with our experts.
We’ll spend time learning about you to get a clear understanding of your needs. Then we’ll put together a proposal to help you achieve your goals.

Step #2

Your collaboration agreement. We’ll send you a collaboration agreement — just fill in your company info and review the terms.

Step #3

Let’s get started! With our help, your employees will achieve their financial goals and increase their job satisfaction.

 

Please complete the form below and one of our advisors will be in touch shortly. 

Meet the team

Not sure yet, whether the workshop is right for you?

Book a free appointment with one of our advisor to find out what is best for you.

FAQ

We help you find out which topic is right for your employees group before creating your proposal. 

Price based on size of company and number of participants. Get in touch for a commitment free proposal. 

We offer financial education and money management to help employees improve upon their healthy financial habits, investing and saving goals, financial and retirement income security. With our workshop your employees will feel confident about money and get them started on their individual investment journey. 

For smaller groups we can discuss individually in a call with one of our advisors. We usually recommend a number up to 100, depending on how interactive the workshop should be. 

For every employee. We are committed to help companies of all sizes across diverse industries.

We offer Individual Coaching with a fair price to those who want to continue their financial journey with our finmarie team.

It depends on how many topics you would like to cover during the workshop. Usually, if you want to dive into just one topic we suggest starting with the basic workshop.

Our Workshops are all available on site or online.

You can choose between two different types of workshops: the basic workshops consist in 2 hours of learning where we cover one of the financial areas based on your employees needs and 1 day workshops where you have the opportunity to dive into two or more financial areas.