Teams responsible for member, employee or customer financial wellbeing who need clear material for education and early intervention.
Institution resources
Resources designed for institutions that support financial wellbeing.
Use practical learning materials to begin stronger conversations with members, employees and customers.
Start a conversation
Practical conversation guides and learning resources that can support a responsible institution program.
Resources are reviewed before publication and should be adapted to an institution's policies, audience and legal responsibilities.
Clear facts. Practical choices. Respectful support.
How the journey begins
A useful conversation starts with your real situation.
You do not need to arrive with a perfect plan. Our role is to help you organise what matters, understand the choices available and identify a responsible next step.
- 01Identify the audience and learning need
- 02Choose the most relevant resource theme
- 03Discuss custom delivery or program support with our team
What this support covers
Understand the details before deciding what comes next.
For SACCOs
How financial wellness can support stronger member loan performance.
For employers
Understanding the organisational effects of employee financial stress.
For lenders
Customer rehabilitation as a responsible approach to financial recovery.
For individuals
Understanding the stages of a personal financial recovery journey.
Responsible publication
Institution resources are reviewed for clarity, relevance and accuracy before publication. Research findings are presented only when the underlying work has been completed and verified.
Ready when you are