Interface offers confidential financial coaching and support to employees via our Financial Wellness Program offering telephonic, electronic and face to face assistance.
Unlike a financial planner the role of a financial coach is unique. No financial products and services are sold to the employees, the role of a financial coach is as follows:

A financial coach meets with the employee once a month or on an ad-hoc basis to assist; no matter where you are in your personal financial life whether it be that you are struggling to budget and make ends meet or whether you are looking to buy a home or car. In a confidential one on one session a financial coach or generalist can assist you in a co-operative way to ensure that your financial needs are met

  • A financial coach can help you achieve your financial goals and dreams
  • We start by defining your current financial picture
  • Begin with a budget and assets and liabilities
  • Assist you in defining a financial goal
  • Help keep you on track and accountable to your goals
  • On Going Communication and Support

Planning and Payments

  • Budget Assistance
  • Understand your Credit Health
  • Transactional Bank Solutions
  • Debt Management
  • Formal Debt Counseling


  • Motor and Household Insurance
  • Life Cover Solutions
  • Will & Estate Planning
  • Tax Solutions


  • Home Loan Financing
  • Vehicle Financing & Sourcing
  • Personal Lending


  • Investments
  • Unit Trusts
  • Savings
  • Retirement Planning