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Mental Wealth Management - empower your workforce to protect their mental health

Mental Wealth Management

Empower your people to proactively support their wellbeing

Supporting employee wellbeing makes good business sense. When people feel good, they perform at their best and the business benefits. 

However, transforming an organisation to better support mental health and wellbeing can be challenging.


I advocate an holistic approach, such as that laid down in NICE Mental Wellbeing at Work Guidance.  Doing so puts in place preventative and protective measures, as well as those that address mental ill-health caused or made worse by work and, supporting those with mental health issues to thrive.

But, it's important to note that health and safety is a joint responsibility.

The UK Health and Safety at Work Act etc. 1974, places duties on both the employer and the employee.

Whilst employers have a duty of care under The Management of Health and Safety at Work Regulations to provide safe working conditions and respond when issues arise, such activities mean little if employees are not also taking care of themselves.

Understanding how mental wellbeing impacts our ability to think and function and knowing what we can do to safeguard it, empowers people to take early and appropriate action and so keep themselves well.

Training Objective

Mental Wealth Management enables people to proactively care for themselves by increasing their mental health and wellbeing literacy.


Delivered in office or online, Mental Wealth Management uses money management principles to teach people how to perform at their best without negatively impacting their wellbeing.


The interactive course:

  • explores the meaning of mental health and wellbeing,

  • examines the causes of stress and how it can be managed, and

  • investigates the scientific basis of burnout and how it can be avoided.


Exercises and reflective tasks help individuals identify what helps them to stay well, know their personal symptoms of stress and think about actions they can take when they notice they are no longer feeling good or functioning well.


Depending on interest, an additional mental wealth management planning session can be included to supplement learning and help people create a personal Mental Wealth Management Plan.

RELATED: Mental Wealth Management Plans

Who should attend?

This training is relevant to everyone. 


Understanding how our mental wellbeing impacts our ability to think, feel and do and how we can support ourselves, empowers us to take early and appropriate action and keep ourselves well.


It is usual to train upper management first so that they are familiar with the concepts before the rest of the workforce are introduced.  

Learning outcomes

By the end of the course, attendees will know:

  • The difference between mental health and wellbeing

  • What activities support their wellbeing

  • Why stress occurs and how they can manage it

  • Their personal symptoms of stress

  • Why burnout occurs and how they can take to ensure it doesn’t happen to them

  • Where to go for further help and resources


The training is designed to be delivered as a half day. However, longer or shorter sessions can be arranged. Get in touch to discuss your needs.

Training dates

Scheduled to your timescale.

Interested in this training session?

If wish to explore how this session will meet your training needs or you have particular dates in mind send me a message


What clients say

Worklife Coaching
average rating is 5 out of 5

I was struggling to cope with various situations in my life and finding it difficult to effectively deal with my emotions.

Tracey helped me develop approaches that work for me.

I now have a good set of tools and techniques to support me during these periods. I have experienced very positive results with them.

Richard M.

GIS Manager

Drop-in Meditation
average rating is 5 out of 5

I'm always pleased when I join these sessions. Tracey always shares something new with us and it's always informative and relevant.

Spending 30 minutes doing mindfulness with Tracey is probably the most important self-care activity of my week.

Russ L.

Business Agility Consultant

Drop-in Meditation
average rating is 5 out of 5

I didn't know what to expect and thought mindfulness and meditation was totally out there.

Having attended these drop-in sessions I can tell you that mindfulness and what Tracey shares has changed my life. If you are feeling stressed. Go sit with Tracey.

Coastal Advisor

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