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Financial Wellbeing Ideation - Coggle Diagram
Financial Wellbeing Ideation
Focus areas
Planning and budgeting
Emergency fund
Retirement
Tax
Investment
Protection
Growth
Life-events
Marriage
Children
Caring for parents/elders
Buying a home
Buying a car
Children in university
Retirement
Joining college
Divorce
Technology
Web
App
Videos
Social media
Games
Providers
Providers
Mercer
PwC
AON
ICAS
KEPRO
What does customer/employees value
*
Programs
Subject
Loan/Mortagescoaching
Budget coaching
Retirement assessment
Financial assessment