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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 is not without challenge.


I advocate a 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.

That said, it's important to recognise 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 both provide safe working conditions and respond when issues arise, such activities mean little if employees are not also taking care of themselves.

When people understand that their emotional wellbeing impacts their ability to think and function and if they know what to do to safeguard it, they can take appropriate action to keep themselves well.

Training Objective

Mental Wealth Management is designed to empower 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 its management, and

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

Session 1. Safeguard wellbeing

>What is mental health?

>Mental Wealth Management principles

>What impacts our welbeing?

>How we can support ourselves

Session 2. Perform under pressure

>What is stress?

>Stress at work (HSE 6 factors)

>The biology of our stress response

>3 ways to dial down the response

Session 3. Avoid burnout

>What is burnout?

>The burnout equation (risk factors)

>The exhaustion funnel

>Mental Wealth Management in practice


Exercises and reflective tasks help individuals identify what helps them to stay well, identify 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.


In large organisations 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


Mental Wealth Management consists of three sessions designed to be delivered sequentially as a half day training or three 60 minute sessions. Longer bespoke sessions can be created. Contact me to discuss your needs.

Training dates

Scheduled to your timescale. Please note national wellbeing awareness days are very popular and get booked early. If you have a date in mind get in touch as soon as you can. 

Interested in this training session?

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


What clients say

Drop-in Meditation
average rating is 5 out of 5

The best way to spend a lunchtime

I was introduced to Tracey when she ran an inhouse lunchtime wellbeing session at my company. I found the technique she shared an extremely beneficial way to reduce stress and restore calm during a working day.

Attending her weekly lunchtime drop-in session has since become an important part of my week. It provides a reset in my busy day and ensures that I take time to focus on ways to relax and manage stress.

Each session begins with an introduction to the practice that we’re going to use. This is essential in understanding how you benefit from the varying techniques she shares and encourages you to practice independently.

Tracey’s drop-in session is the best way to spend a lunchtime as it reenergises you, both mentally and physically. The structure of the sessions – theory and practice - has helped to reduce anxiety and rumination.

Claire M

Personal Assistant

Worklife Coaching
average rating is 5 out of 5

Helped me make necessary changes

I was struggling with something at work. Tracey helped me notice how my unhappiness with my work situation was manifesting as tension in my body.

Working with the sensations, she showed me how to 'feel' into what was going on for me and honesty examine it.

I could not have done this without help and, if not for Tracey's support, would probably have allowed the work situation to worsen. I have since dealt with the issue and am much happier.

I’ve worked with many coaches and would highly recommend Tracey.

Russ L.

Business Agility Consultant

Worklife Coaching
average rating is 5 out of 5

Discovered what's important to me

Following my stroke, I often struggled with some well-meaning social interactions. I reached out to Tracey for help and during the discovery call she noted that we can become upset when another's actions doesn’t align with our expectations.

I went on to work with Tracey who helped me uncover my relationship values using a very practical and easy process. Effortlessly taking large amounts of information from me, accurately summarising my thoughts and helping me to focus on what matters to me.

By the end of the session I had a list of my core relationship values which has enabled me to enjoy socialising again, an important step in my recovery journey.


EIA consultant, stroke survivor

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