Corporate Workshops
Empower your people and strengthen your business with Futurebound corporate workshops today!
Empower Your People. Strengthen Your Business.
Financial wellbeing workshops that change the way your team thinks about money — for good.
Money stress is the #01 cause of distraction at work. When staff feel behind, it shows up in productivity, morale, and mental load. Our Futurebound Financial Wellbeing Workshops flip that script.
We help your people take control of their money, feel confident about their future, and finally breathe again — while you strengthen culture and retention. These aren’t boring budgeting talks. They’re energising, practical, and proven.
Each session draws from the Futurebound Freedom Blueprint — the same system that’s helped thousands of Kiwi homeowners save over $100 million in mortgage interest and shave thousands of years off their home loans.
Why Companies Choose Futurebound
- Reduce stress and improve focus — staff who feel in control perform better.
- Boost engagement and retention — employees remember when you invest in their future.
- Offer real value in your wellbeing programme — relevant, relatable, and immediately useful.
- Flexible delivery options — short, full, or half-day sessions; in-person or online.
The 03 Workshops That Make The Difference
Each workshop builds on one step of our Freedom Blueprint — but stands strong on its own. Choose one, combine a few, or run the full half-day intensive for maximum impact.
01
Workshop 01: More Money Without A Pay Rise
How to Create Breathing Room When Everything Costs More
When the cost of living rises faster than wages, people feel stuck. This session helps your team uncover the “hidden pay rise” sitting in their bank accounts — without cutting the joy out of life.
They’ll Discover:
- Find $200–$400 a month without changing jobs.
- Set up smart “bucket” accounts that make budgeting effortless.
- Use the 80/20 rule to save more while still living well.
- Create guilt-free spending and confident saving habits.
We Answer:
- Will this feel like budgeting? Nope — it’s structure, not restriction.
- Does it work for all incomes? Yes — it scales easily.
- Do they share personal info? No, it’s all principle-based.
02
Workshop 02: Flip the Script On Your Mortgage
The Bank’s 30-Year Plan Is Costing You a Fortune — Here’s How to Beat It
Most Kiwis don’t realise their mortgage is designed for the bank to win. This workshop shows your people how to turn the tables and save six figures in interest — without taking on extra jobs or risk.
They’ll Discover:
- How banks really structure loans (and how to reverse it).
- The “3-in-1” move that can cut three years off a mortgage in one hit.
- What not to do when paying extra.
- Real stories of Futurebound clients who became mortgage-free in under 10 years.
We Answer:
- Does this apply to renters or first-home buyers? Absolutely.
- Do they need to refinance? Often not.
- Is it technical? No — we keep it simple and visual.
03
Workshop 03: Turn Your Home Into Your First Investment
From Mortgage Prisoner to Property Investor — Without Starting Over
Once your team knows how to manage money and smash their mortgage, this workshop shows them how to grow wealth safely and sustainably.
They’ll Discover:
- When you’re truly ready to invest.
- Smart, low-risk ways to leverage equity.
- 5 costly mistakes first-time investors make — and how to avoid them.
- How to build long-term wealth that funds freedom, not stress.
We Answer:
- Is this about selling property? No — we’re independent financial coaches and educators.
- Is it risky? We teach time-tested, stable, cash-flow-positive strategies.
- Can you tailor it for different groups? Yes — always.
Flexible Delivery And Pricing
Lunch And Learn (Introduction)
- Duration: 15-20 mins
- Base Investment (Up to 10 People): FREE!
- Add Per Additional Person:
- Group Cap: 40+
Full Workshop (Single Topic)
- Duration: 45-60 mins
- Base Investment (Up to 10 People): $1490 + GST
- Per Additional Person: +$95+GST pp
- Group Cap: None
Half-Day Intensive (03 Topics)
- Duration: 3.5 hours
- Base Investment (Up to 10 People): $3950+GST
- Per Additional Person: +$150+GST pp
- Group Cap: 25
Best For...
Quick teaser session to inspire interest and start the conversation.
Best For...
You’ll always get the right tools so you can implement quickly and apply what you’ve learned to your own situation as soon as possible
Best For...
We provide coaching and accountability to ensure you’re on the right track and that you don’t make any costly mistakes on your journey.
Every Session Includes
Pre-session briefing to tailor examples to your team.
Digital workbook and action guide for every participant.
Optional follow-up email or challenge to keep momentum going.
*For larger teams (50 + participants), ask about split-session or multi-site pricing.
Who Are These For?
- HR & People leaders focused on staff wellbeing and retention.
- Business owners who care about their team’s financial future.
- Organisations that want to give staff real tools, not fluff.
Whether you’re a small local business or a nationwide employer, we tailor every workshop to your team’s goals, timeframe, and delivery style.
Why Futurebound?
We’re financial educators and behaviour coaches — not advisers selling products. Our Freedom Blueprint combines education, structure, and behaviour change so people don’t just learn what to do — they actually do it.
That’s why our clients have:
- Paid off homes up to 11 years faster
- Saved an average of $367K in interest
- And built lasting financial confidence
Now we’re helping workplaces bring those same wins to their people!
Let’s make it easy – grab 15 minutes with our team to talk through what kind of financial wellbeing training would make the biggest impact for your people.
Whether you’re after a short Lunch & Learn, a full workshop, or a custom topic for your staff — we’ll help you shape it. No pressure. No hard sell. Just a practical chat to see what’ll help your team the most.
What Our Clients Say
With our team you’ll have the expertise on your side to help you reach your financial goals.
Don’t take our word for it. Here’s what our clients say:
5 Star Rating On:
Nadine Tu'ua Jeff and his team have been and continue to be a huge part of our home loan journey. From setting common goals, to working on a joined budget to then accomplishing our goal, Jeff & the Futurebound team are there every step of the way. We extremely recommend one-on-one catch ups with Jeff as he has a world of knowledge and experience and your best interest at heart. Anka Bailey Amazing mortgage brokers. I recommend for everyone who likes seamless process, friendly people and extra financial education along with the service. You are the best guys. Truly Kiwi NZ We had an excellent experience refinancing our mortgage with Faith. She was knowledgeable, responsive, and guided us through the entire process seamlessly. Her expertise and dedication made refinancing stress-free. Highly recommend! Ana Galloway The Futurebound course should be taught in school! The course has invaluable teachings, tools are skills that anyone and everyone could benefit from. Before doing the course I had no idea how to unravel our finances - being self employed made this especially confusing. Anya was incredibly helpful and patient as we untangled our finances and created a clear plan for our annual budgeting and provided me with a really positive outlook for our future. I'm excited to now have more knowledge around mortgages, budget and future investments. Heiko Wolf Faith and colleagues helped us navigate a complex approval process to a successful conclusion. Thank you :) We also appreciated the additional information on payment strategies. Ardas Trebus Faith is extremely helpful, patient, and professional, and we look forward to finalising the details of our mortgage re-financing with Faith's assistance and guidance. We are glad friends recommended Futurebound to us. Anna Pywell We are so happy to be working with Jeff and the team at Futurebound. Raewyn Anderson Jeff and his team at Futurebound thank you for your professionalism has been awesome. I was hoping for helpful tips and instead I got so much more, 1 on 1 training, weekly group discussions on a number of topics, understanding our financial personalities and budget and goal planning. Thank you for helping us to get a good handle on our finances and securing or retirement. Brigham Anderson 5 stars is not enough, should be more like 5 million! Jeff and the team are amazing to work with. I think their superpower is magic, because moving from where we were (paying off mortgage in 20 plus years) to 7, that is magic! I asked Jeff where he was 30 years ago (he said he gets asked that a bit). Also, they have Made it easier to access their services with a range of products and ways to pay for them. Highly recommended, stop thinking and start doing. Cherry Rainbow Working with Faith was an absolute pleasure from start to finish. She not only secured us a fantastic mortgage deal but also provided invaluable guidance every step of the way. Her dedication and expertise shone through, making what could have been a daunting process remarkably smooth. Faith truly cares about her clients' financial well-being, and her personal approach made us feel like more than just another transaction. If you're looking for a mortgage broker who combines professionalism with genuine care, look no further than Faith.