What’s the number one source of stress for many people? According to PWC, it’s money.

Despite the growing interest in investments and wealth management, finding truly independent and accessible financial planning solutions in Italy is still a challenge. In countries like the UK and the Netherlands, however, financial planning is already an integral part of corporate welfare programs.

That’s why we’ve decided to bring our financial planning membership into businesses: introducing Weltis Business, a new service designed to support financial well-being in Italy, from small and medium-sized enterprises to large corporations.

Reducing financial stress and making personal finance more practical

When it comes to investments or money management, the focus is often too much on the technical aspects of finance, overlooking personal goals and well-being.

If there’s one key word for making sound financial decisions, it’s ‘introspection’: understanding our true priorities, the risks we can handle, and our future goals. This is where behavioral finance shows just how much our mindset (and biases) can sabotage seemingly logical choices.

Without a planning process that puts the individual at the center, people risk accumulating stress, making mistakes, or even failing to take action out of fear of getting it wrong.

Moreover, financial uncertainty negatively affects both well-being and workplace productivity. Integrating financial planning into corporate welfare packages means providing concrete, impartial support that helps employees make decisions with greater peace of mind—decisions that align with their life goals.

What is Weltis, and how does it work?

Weltis was founded in the Netherlands—the country with the highest level of financial education in the EU—with a clear goal: to make financial planning accessible to everyone, no longer a privilege reserved for those with substantial wealth.

How does it work?

• We connect people with financial planners who work for them, not for banks.

• We focus on financial life as a whole, not just individual products.

• We turn all financial decisions, big or small, into clear and actionable plans.

• We never sell or recommend financial products—we provide plans to help you make informed decisions.

With Weltis Business, we want to make financial planning an accessible benefit for all Italian workers.

If you manage or are part of an organization, find out how to bring Weltis Business to you and your colleagues. Click here for more information.