Subject: ⭕ Financial Wellbeing 2023 Review

We've taken significant strides towards empowering individuals and organisations in their financial wellbeing. Here's a glimpse of our achievements...


As we wrap up our first few months in business and an incredible 2023, I'm thrilled to share the key milestones that defined Flowcastic's success.


This year, we've taken significant strides towards empowering individuals and organisations in their financial wellbeing.


Here's a glimpse of our achievements


📘 Guides That Empower


For smaller businesses and individuals eager to explore creating their own platform or initiatives we published 'How to Build a Zero-Cost Employee Financial Wellbeing Starter Programme Platform Blueprint'. A step-by-step guide and roadmap checklist to help you curate your first initiative with ease.


An 'Employer’s HR Guide to Vision-Led Financial Wellbeing Strategies and Checklists for Your Team' helps you craft vision-led employee financial wellbeing strategies, content, and offerings for your own programme.


💡 Commitment to Mental Health At Work


Our unwavering commitment underscores our dedication to creating a supportive and inclusive workplace environment.


🌐 Professional Accreditations


We qualified as an Approved CPD Provider with the The CPD Group, emphasising our commitment to continuous professional and personal development.


Becoming Certified Trauma Aware with the Union Institute showcases our dedication to fostering trauma-informed relationships and workplace environments both online and offline.


💰 Raising Awareness


We've been at the forefront of raising awareness about the growing challenge of employee financial wellbeing for businesses of all sizes. Financial wellbeing initiatives are becoming pivotal in attracting and retaining top talent.


🌟 PATHFINDER Unveiled


🚀 In Progress: The creation, launch, and ongoing expansion of PATHFINDER, our fully inclusive, diverse, visionary three-tiered foresight-first employee financial wellbeing platform and programme, mark a significant leap forward.


🛠️ Xtra Bonus: PATHFINDER now includes our automated, rolling, contextual budgeting, cash flow forecasting, and wealth planning SUPER-TOOL Xtra.


🌈 Open for Onboarding: PATHFINDER Foundations, with a special launch offer for businesses with less than 20 people, and PATHFINDER Progressions are now open for onboarding. A few longer-term trials are still available.


🤝 Partnerships Underway


Exciting professional financial planning and money coaching partnerships are underway, further enriching our commitment to comprehensive financial support for employees and their families.


📚 Financial Education Events


Our new events programme is set to provide valuable insights, inspiration, and resources to enhance financial literacy across the board during 2024.


🌐 New Website Launch


To better serve you, we've unveiled a brand-new website, offering user-friendly access to our employee financial wellbeing resources.


None of this would be possible without our incredible team, partners, and supporters. Thanks for being an integral part of our journey.


New Website ▶ flowcastic.com


Until the new year. Be well.

Warmest, Richard.

Richard Conner • Flowcastic CEO


Financial Disclaimer • Under no circumstances should any of the information contained in this email, post, or publication and associated groups, websites, training courses, tools, and verbal or chat correspondence be misconstrued as professional financial planning guidance or investment advice.

Vision-Led Foresight-First Financial Wellbeing