Financial Wellness Coaching
Based in the Republic of South Africa, Credit Gateway delivers seamless financial wellness products and services via innovative financial technology.
Decide on Human or Robot coaches
Employees get access to real people that are licensed, trained, and dedicated to help them become more financially educated and healthy.
Our unbiased financial coaches only give your employees information and holistic guidance that is aligned to their needs and personal circumstances.
Introducing Credit Gateway e-learning
in their daily lives and how it should be managed properly. It will equip them with the tools to increase their credit
worth by making more informed financial decisions using important personal financial management skills.
Setting SMART Financial Goals
Budgeting and Saving
The course will teach them about managing their credit accounts responsibly and avoiding the debt trap resulting in less financial stress and worry on how to make ends meet.
Easy to implement, customized for you
Successfully launch Employee Assistance Program anytime of the year
Financial wellness made easy. We provide marketing & communication materials to help launch the employee assistance program successfully to your employees which builds awareness, trust and adoption. Employers receive a dedicated Credit Gateway team member to support you every step of the way.
Ongoing financial updates & information
We deliver relevant updates and financial tips to support your employees to keep your team informed and ready to respond to the world around them. We deliver customized communications that build engagement and usage over time.
Customized education materials and resources for your company
We highlight ways employees can maximize their savings and investments based on the benefits your company already provides. Your company’s goals are our goals! see a boost in employee participation for workplace benefits, while employees reach their financial goals using what you offer.
We provide high-level insights and progress updates to help employees uncover financial challenges mapped to their HR and company wide goals and highlight opportunities to effectively support their teams and employees.
Employees receive curated financial education based on their specific needs, budgeting tools and tips, and our goal setting and tracking tools. Your HR team receives end to end support from plan design, and set up to rollout, employee communication resources, and engagement reporting.
Budgeting for financial fitness
The importance of saving
Making the decision to borrow
Costs of credit
Your rights as a consumer
Creditworthiness and affordability
Keeping a healthy credit profile
Managing my credit
For a full list of topics covered, download the course outline here.
Benefits to your employees
Assess and understand their financial status
Take charge of their financial situation
Create a personal budget
Make intelligent saving decisions
Understand the importance of creditworthiness when applying for credit
Manage their credit accounts responsibly
Get out and stay out of the debt ‘trap’
Understand how credit bureaus and credit reports work
Obtain their own credit report