Personal Financial Coaching

    Employee Financial Coaching

    Money problems are personal. Our coaching gives employees a safe, private space to get practical help without judgement and without sharing personal details with their employer. South African specific, NCR‑aligned, and POPIA compliant.

    Financial Wellness | POPIA Confidential Coaching | NCR-Aligned

    What employees get

    We address employee financial coaching in South Africa, staff money coaching, payslip help South Africa, debt coaching, POPIA confidential coaching.

    1

    Personal Money Plan & Payslip Check

    A tailored roadmap to financial control.

    Employees receive a tailored 60–90 day personal money plan designed for South Africa's cost-of-living challenges such as food, transport, and school fees. Alongside budgeting support, we review payslips and verify deductions, including Emoluments Attachment Orders (garnishees), helping employees identify unlawful charges and protect their income.

    2

    Debt Map & Protection Options

    Clarity on every account and repayment strategy.

    We provide a clear debt map showing all creditors, balances, and repayment obligations. Employees learn repayment strategies like snowball and avalanche methods, gain insight into the risks of consolidation loans, and explore formal debt review when appropriate under the National Credit Act. We also check for credit life insurance or income protection benefits, assisting with claims to ease household financial pressure.

    3

    Toolbox & Ongoing Support

    Take support to the next level.

    Employees gain access to the NDRC financial wellness toolbox, including templates, debt trackers, and calculators such as the affordability calculator and debt repayment calculator. These tools empower employees to take control of their finances between coaching sessions, supported by practical guidance and optional follow-ups.

    How a coaching journey works

    1

    Private booking via online or WhatsApp (+27727703674).

    2

    Short questionnaire; upload payslip(s) securely.

    3

    Session 1 (30–60 min): situation triage; quick wins; agree goals.

    4

    Sessions 2–3 (30–45 min): budget build, creditor plan, action tracking.

    5

    Follow‑ups: check‑ins at 30 and 60 days. Optional ongoing support thereafter.

    Boundaries & Referrals

    What We're Not

    • • We are not a lender/creditor or payroll advance service.
    • • If signs of over‑indebtedness appear, we explain options under the National Credit Act and relevant legal remedies. You choose whether to proceed.
    • • Coaching is educational guidance. Where regulated financial advice is required, we will refer you to an authorised representative or appropriate professional.

    NCR Registration & POPIA

    • • Our Debt Counsellor is NCR registered under NCRDC3106.
    • Confirm our NCR registration here and all of our data handling follows POPIA & Privacy.
    • • We process personal data only for coaching. Consent is captured; records stored securely.

    Coaching packages (for employers)

    Outcome reporting for employers is anonymised (utilisation rates, themes, and aggregated outcomes). No personal data is shared without employee consent.

    Lite Package

    Simple steps to stretch your salary and protect your income.

    Good for broad access, the Lite package includes one 45–60 minute coaching session where employees receive a personal action plan with quick wins, plus clear signposts to the NDRC's financial tools and calculators for ongoing support.

    Sessions:1 Session
    Duration:45-60 minutes
    Ideal for:Quick wins & basic guidance
    Popular

    Standard Package

    Most Popular Choice

    Our most popular option, the Standard package offers three coaching sessions spread over approximately 60 days. Employees work with a coach to build a sustainable budget, create a creditor repayment plan, and benefit from structured check-ins at 30 and 60 days to keep progress on track.

    Sessions:3 Sessions
    Duration:Over 60 days
    Ideal for:Complete financial planning

    Intensive Package

    Comprehensive, Hands-On Coaching

    Designed for complex financial situations, the Intensive package provides six sessions over three to four months. Employees receive hands-on support that may include coach-led creditor engagement and, where necessary, referral to legal assistance for deeper debt challenges.

    Sessions:6 Sessions
    Duration:3-4 months
    Ideal for:Complex financial situations

    Related links

    Frequently Asked Questions

    Book now

    Ready to take control of your money with private, judgement‑free coaching?

    Private & confidentialPOPIA compliantNCR registered