@2019 by MFVest -Think and Create Legacy. All rights reserved.


Welcome to the Financial Wellness Programme. All of us in one way or another desire financial security and many of us dream of attaining financial freedom. The words ‘financial’ and ‘freedom’ go hand-in-hand. You can never really be truly “free” in the modern world we live in unless you are financially free. The whole purpose of life is to generate and experience more life. Money allows you to “live” more life. Financial freedom is when you have enough wealth (assets and cash-flow) to allow you live more life on a sustainable basis.


The attainment of financial freedom requires a high level of financial intelligence. You need to be ready to move beyond job security (in the ‘E’ quadrant) in order to begin your journey towards financial freedom. Be under no illusions though; it is a bumpy, windy road laden with risks that need to be constantly managed. It is NOT for you if you want a secure, normal life. However, if you are prepared to make the leap, the prize at the end of this particular journey is financial freedom.


This 10 days programme has been designed for families, youth, students, entrepreneurs and leaders from all walks of life who want to grow in their financial education and begin a journey towards financial freedom. We trust that you will enjoy this Financial Wellness programme.


Workshop Objectives      


Research has consistently demonstrated that when clear goals are associated with learning, the learning occurs more easily and rapidly. With that in mind, let’s review our goals for this programme. By the end of this course, you should be able to:


  • Know the importance of financial education

  • Differentiate between financial advise and financial education

  • Have an in-depth understanding of why the rich become richer and the poor become poorer

  • Think like the Rich, Learn what they learn and Do what they do.

  • Differentiate between financial security, comfort and freedom.

  • Become your own financial advisor

  • Put a practical plan on how you can be financially free

Our programme has been structured in an amazing way and will be delivered in the following way:

  • Seminar or Talk ( Open Forum with Q & A)

  • Intensive half-day  or full-day workshop

  • Intensive weekend camps

  • Breakfast & Dinners meeting ( relaxed and very interactive)

  • Conference

Some of the key topics we cover:

Getting Started ( Registration, Orientation & Workshop Objectives)

Introduction - Do You think money grow on trees?

Session 1- Never work for money, Work to learn

Session 2 - Not all incomes are equal

Session 3 - Tithe part of your income

Session 4 - Give generously

Session 5 - Tax makes the rich richer

Session 6 - Save to create capacity 

Session 7- Invest as an Inside and Sophisticated Investor 

Session 8 - Use Insurance for rainy days

Session 9 - Deal with money emotions in spending

Session 10 - Use Debt as Leverage versus Private spending

Session 11 - Become financially smart

Session 12- Use the Law to protect assets

Wrapping up: Think and Create a Legacy 

To book this workshop for your team/ organization to Lungiswa@thinkandcreatelegacy.com or Nthabi@thinkandcreatelegacy.com or call us on 074 173 8108 / 073 1436 713

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