Corporate Workshop
Money Confidence 101: Simple Systems for Everyday Financial Momentum
A practical, behaviour-driven financial wellbeing workshop for modern workplaces
Financial stress is one of the leading causes of distraction, reduced productivity, and disengagement at work. Yet most traditional financial literacy sessions feel either too simplistic or too overwhelming — leaving employees no more confident than when they arrived.
Money Confidence 101 bridges this gap.
Designed and delivered by My Money Mentor, this 90 minute workshop blends financial wellbeing, behavioural insight, and practical skill-building to help employees create genuine momentum in their financial lives — regardless of income, background, or current situation.
Participants learn simple, proven systems for managing money day to day, understanding their personal tendencies, setting meaningful goals, and making confident financial decisions. The workshop is warm, engaging, shame-free, and grounded in more than two decades of financial expertise.
Ready to support your team?
Why this Matters for your Organisation
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Reduces stress and cognitive load
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Supports employee wellbeing and resilience
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Improves focus, clarity, and decision-making capacity
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Strengthens organisational culture and engagement
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Demonstrates a genuine commitment to employee financial health
Who it's For
Employees at all levels — early career, mid-career, returning to work, or navigating financial responsibilities. No prior financial knowledge required.
How it Works
A live, interactive session (90 minutes), supported by workshop tools and participant workbook employees can continue using long after the workshop ends.
WHAT PARTICIPANTS LEARN
A Clear Path to Financial Confidence
This workshop blends behavioural insight, financial clarity, and simple real-world tools. Participants walk away with:
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A better understanding of why money feels stressful
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A snapshot of their personal money tendencies
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A simple, practical cashflow system
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A meaningful money goal they can achieve
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Tools to reduce overwhelm and decision fatigue
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A personalised 90-day action plan
AWARENESS
STRUCTURE
HABIT
WORKSHOP OVERVIEW
90 minutes of meaningful, practical learning
1. Why Money Feels Harder Than It Should
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Modern financial pressures
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Momentum Plateaus
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Financial stress & cognitive load
2. Your Money Map Snapshot
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Quick diagnostic
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Money tendencies & behaviours
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Personal reflection worksheet
3. Goals That Actually Work
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dentity-aligned goals
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The Future Self method
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One clear 90-day money priority
4. Simple Systems for Financial Momentum
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Why traditional budgeting fails
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The Four-Flow System
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WAIT Card decision tool
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(Optional tools: Debt Snowball, etc.)
5. Everyday Money Decisions & Behaviour
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Emotional triggers
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Identity friction
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Micro-momentum habits
6. Personal Action Plan
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One new habit
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90-day plan
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Next steps & support
WHY ORGANISATIONS CHOOSE US
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Behaviour-first approach: money is not just numbers — it’s decisions, habits, and confidence.
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Inclusive and relatable: suitable for all income levels and life stages.
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Designed for impact: participants leave with systems they can use immediately.
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Led by an expert: Delivered by Jaeneen Cunningham — finance professional, behavioural money coach, and co-founder of Safe Haven Community.
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Strengthens wellbeing culture: supports mental clarity, resilience, and reduced stress.
Ready to support your team?
Meet Your Facilitator
Jaeneen Cunningham — My Money Mentor
Jaeneen is a finance professional, behavioural money coach, and co-founder of Safe Haven Community. Over more than 20 years, she has helped thousands of Australians make better financial decisions, reduce stress, and build confidence in their future.
Her approach is warm, clear, and deeply grounded in real-life experience — making financial concepts feel accessible, relevant, and empowering for every participant.
Employees consistently report feeling “understood,” “supported,” and “equipped” after sessions with Jaeneen.
No financial background is required — every participant is guided, supported, and empowered from the very first moment.
RECOGNITION
