We create interactive and fun financial wellness workshops for today's business leaders and employees. We create financial wellness programs for corporates, organizations, groups of friends, for up to 75 people.
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why private and customized workshop
tick image Learn and grow with your co-workers or friends and be inspired by each other!
tick image Find balance and control over your personal finances with well researched and tested investment options tailored to your groups needs
tick image Get different perspectives from your friends or colleagues who might understand more about you than yourself!
tick image Support yourself when going it alone isn’t the right path, which is most of the time!
Even though I have worked in an investment bank since graduation and I can ask my friends who work in private banking for intel and tips here and there, I still needed to take my own time to learn how to shift my own portfolio to be to be more conservative, with fewer stocks and more lower-risk investments like US treasury ETFs, to help reduce risk as we were getting close to the end of the expansion market cycle. I am now prepared and feel less fearful of investing during what my firm is telling clients could be a deeper market correction than what we had during the global financial crisis in 2008-2009. I am grateful I am at a decent financial position to buy during this downturn, fingers crossed, I don’t get made redundant so I can still achieve financial freedom at a reasonable age!
JK
Heels & Yield helped me create realistic financial goals and stock market scenarios, including a downturn as severe as the one we’re seeing now. My two financial advisors never did this with me.
NF
I found extraodinary value in this mentoring program! I always thought I would be overpaying for information if I hired a financial coach. I saved so much time and money by working with someone as experienced and high performing as Angelina. She isn’t the standard financial advisor or financial planner, she knows her stuff!
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Create your workplace financial wellness program with Heels & Yield. We have done financial wellness sessions with Facebook, Google and PayMe in Hong Kong. Our founder has spoken at UBS, Lenovo and Chinese International School.

There’s a lot of financial advice out there; most have a not-so-hidden agenda, linking advice to investment programs and products. At Heels & Yield, we are transparent with our clients and help them be transparent with their employees. Our approach to employee financial wellness focuses on engaging employees throughout their lives, with a focus on guiding employees towards action. The objective is to help employees reach their goals for every stage of their “financial lives,” whether it’s saving for a house, a car, college, or retirement.

A 90-120 minute session with a group of your colleagues or a group of your friends you want to share your holistic wealth journey with
Get activated on your financial wellness with our risk profile games, group activities, vision boards & more fun!

Who are these WORKSHOPS FOR?
Our workshops are specifically designed for corporates and private groups, that…
1.Have a clear understanding of the business, social and health benefits of financial wellness
2.Want to develop a sustainable approach to financial wellness that improves outcomes for employees or group members
3.Able to create your own learning group of 6 to 75 individuals!
4.If you are a corporate, you are committed to providing affordable retirement opportunities for all employees
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Disclaimer
This course is for educational and informational purposes only. There will be no recommending of any particular investments such as a particular stock or mutual fund as only. You know what is right for your portfolio and your comfort with risk and volatility. Consult with a Professional for specific advice. Course is for education purposes only and instructor will have no liability related directly or indirectly to any loss or damage.