Answers that apply to everyone, regardless of which service you are interested in.
Do you sell financial products or receive commissions?+
No, we do not recommend or sell any financial products or instruments. We focus on general financial concepts, education, and business awareness. We do not receive commissions for the work we do.
Do you work only in the Netherlands and the EU, or also internationally?+
In line with our core value of accessibility, we offer our services to clients worldwide. For in-person engagement please enquire.
What is a Fractional CFO and how is it different from a consultant or coach?+
A fractional CFO is a professional from outside your business who supports your business in a CFO capacity. A consultant is someone who looks at your business operations and performance, to recommend a plan of action. At Avansera we offer an integrated service combining fractional CFO with consultancy to support your business.
Who is this service best suited for?+
We work with business owners who are passionate about what they do and less passionate about the spreadsheet. If your expertise is in your business offering, but you recognise the importance of financial planning, we can help your business to bridge that gap.
What do you need from me before we start?+
We strive to meet you where your business is at. Before we work together we ask that you consider your business’s financial goals and come prepared with whatever financial records your business keeps.
What specific problems can you help my business solve?+
We can help you to gain an understanding of your business’s financial position, implement a financial framework, and support strategic planning. We also help business owners to run a business in a way that is complementary to their lifestyle, personal goals, and commitments like retirement or childcare.
What kind of business is this service best suited for?+
Our services are suitable for small to medium businesses without in-house finance teams.
How long is a typical engagement, and can it be adjusted as my business changes?+
Typically we work closely with our clients initially and decrease to semi-frequent follow-ups as required. We work with our clients as and when they need our services.
How do you handle sensitive financial information and confidentiality?+
We will never share your or your business’s financial position with anyone unless legally required. Avansera is fully compliant with the European Union General Data Protection Regulation (GDPR). For our full terms on how we process data please see our
privacy policy.
How is your offer different from generic training?+
Avansera offers two distinct programmes: employee financial wellness services and financial analysis training. Financial coaching has been proven to promote wellbeing and productivity at work. Our employee financial education offering differs from internal training because it can be accessed on an ongoing basis and is designed to support employers and employees alike. Financial analysis helps to bring commercial awareness to employees with a technical background and promotes collaboration across different departments.
Why should our organisation offer financial coaching as a benefit?+
Financial coaching is one of the most highly requested benefits from employees, yet is offered by only 20% of employers. Financial coaching as an employee benefit has been shown to increase workplace satisfaction, employee retention, and productivity and is often cheaper than offering employees a higher base salary.
What topics can you cover in coaching and training?+
We offer a range of topics including but not limited to investments, debt management, financial planning, saving, budgeting, financial analysis, and commercial awareness.
How do you protect the confidentiality of our employees?+
Avansera is fully compliant with the European Union General Data Protection Regulation (GDPR). For our full terms on how we process data please see our
privacy policy.
Can we customise topics and formats to our workforce and schedule?+
Yes, we design our programmes with built-in flexibility. We have designed our standard programmes to be relevant and impactful, but if your business’s needs would benefit from a custom format we offer this option too.
How do you measure the effectiveness of the programme?+
We use a combination of qualitative and quantitative data to measure impact against our KPIs. These include but are not limited to testimonials, surveys, and quantitative data sets.
Is there a minimum group size or duration?+
No, there is no minimum group size.
What does implementation look like from first call to programme launch?+
After our free discovery call we begin work by hosting initial group workshops at a time that works for you. Our one-to-one financial coaching then becomes available to your employees for them to book at their own convenience. Optionally, we will conduct an impact analysis against our KPIs one year after the first workshop.
How do you tailor content to our community’s culture and specific financial challenges?+
As well as having a culturally literate team, we build our programmes first by learning all about the communities we work with. When it comes to culture we are listeners first, because we believe that the best way to find out what a community needs is by listening directly to their voices.
Can you train our staff or volunteers so they can continue delivering financial education after the initial programme?+
Yes. We offer flexible options for programme delivery, including training for staff and volunteers if required.
How do you keep workshops engaging for people who lack confidence with numbers or feel shame around money?+
We understand how lack of confidence in mathematics and shame can be a barrier for many people trying to improve their relationship with money. Our courses are centred around building the financial skills that individuals use every day. We do not use abstract concepts, jargon, or unnecessary financial formulas. We are sensitive to the fact that money management is a challenge. We pride ourselves on simple, clear explanations and exercises that build confidence.
Do you provide materials participants can keep?+
Yes, we love creating take-home materials that keep our participants engaged.
How do you measure impact for our funders or board?+
We use a combination of qualitative and quantitative data to measure impact against our KPIs. These include but are not limited to testimonials, surveys, and quantitative data sets.
Can you help us integrate financial education into our existing programmes?+
Yes, as long as it is within the scope of designing educational material of a financial nature, we can assist. If your service enquiry falls outside of our standard offering we would be happy to discuss your objectives further.
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What does the process look like from first conversation to first community workshop?+
In order to create the most impact we design bespoke programmes tailored to the specific needs and challenges of each community we work with. All of our work begins with a free discovery call where you decide if we are the right fit. Once a client initiates our services we take a meeting to discuss goals in depth and get on the same page. We then design a tailored programme and present it to you. We take on board any feedback, modifying as needed until you are happy. Once we are ready to launch, we will train a team or bring our own to deliver.
