About our Workshops

Our Smart Money with V Financial Wellness Workshops are based on valuable Financial Life Skills which are essential for effective money management. They are specifically designed in a way which is fun, interactive and is in no way intimidating or threatening to any of our delegates. Based on the nature of the workshop, no personal information is shared regarding levels of indebtedness, personal financial situations or income. Our workshops are delivered in an easy-to-understand format, taking into consideration all delegates levels of understanding, socio economic status and job grade, ensuring no delegate is made to feel left out. This ensures everyone is able to understand all aspects of their own financial circumstances and by applying the principles learned during our workshop, you can able to implement the changes to your current financial lifestyle and immediately see the positive changes. We provide in-depth and insightful, life changing ways to guide one along their journey to financial wellness.

Delivery

Our workshops can be delivered face-to-face, virtually or in pre-recorded format. We do offer both in-house and external workshops.

Topics

Our Financial Wellness Workshops cover a carefully selected range of topics. For external events, clients may select a specific topic for us to unpack (e.g. Building and managing an investment portfolio, Retirement planning, Adopting a Savings Culture etc), and for internal events planned by us for the public we may choose a specific topic or theme also to unpack. A comprehensive workshop would cover these topics:

  • Budget
  • Savings
  • Credit
  • Investments
  • Insurance
  • Tax
  • Estate
  • Retirement
  • Your Relationship with Money

Employee Wellness Workshops

As employees deal with the impact of the high cost of living, their lives begin to spiral out of control, giving them an overwhelming sense of desperation. They find themselves under ever increasing financial pressure which negatively impact on their personal lives and their work performance. Companies who invest wisely in their employee’s wellbeing create a culture of a Happy and Motivated workforce and Financial Education is another wise way to invest in your employees

Invite us to offer our Smart Money Employee Financial Wellness Workshop to your team/employees to guide them on how they can effectively manage their finances and secure their financial futures.


Personal Finance Workshops

Are you working and hardly have money in the bank? Is your cash flow out of control? Trapped in debt? Need a hand on how to take control of your finances?

DO YOU WANT TO:

  • Pay off your debts and become debt free?
  • Learn how to budget and save?
  • Have money for emergencies?
  • Plan for retirement?
  • Create wealth?

Make sure that you join us at our next Smart Money Financial Wellness Workshop and Business Accountant and Money Coach, V, will guide and give you practical tools on how to be financially well and get to experience what financial security and freedom feels like.

To be in the know of when our next workshop will be, send us your name and contact details via an email with the subject line “Smart Money Personal Workshop Waitlist” to this email info@smartmoneywithv.co.za or via WhatsApp to this number 078 103 3269


Couples Finance Workshops

Is money becoming a problem in your relationship?

Managing money on your own is tough enough. In a relationship? Well, that’s even harder. Now we are talking about two people with possibly totally different relationships with money and spending habits.

As couples you have special financial planning needs together – whether it’s deciding if you want to merge your accounts, make decisions about spending and investing, employing certain tax strategies, or determining estate plans to ensure your spouse/partner inherits your assets.

If you’d like guidance on how to effectively manage finances in your relationship, get your finances together, confront the money topic with your partner before it pin down your relationship, make sure that you join us at our next Smart Money Financial Wellness Workshop where other couples will also be in attendance. We will not only guide you through how to navigate money in your relationship, we will also give you practical tools on how to be financially well and get to experience what financial security and freedom feels like, as a couple.

To be in the know of when our next workshop will be, send us your name and contact details via an email with the subject line “Smart Money Couples Workshop Waitlist” to this email info@smartmoneywithv.co.za or via WhatsApp to this number 078 103 3269