What is financial wellbeing?

Financial wellbeing means having a healthy relationship with your finances by understanding how you can spend and save your money thoughtfully. It is usually characterised by having financial security and freedom of choice, both now and in the future.

How financial wellness is affecting your employees

46% of workers spend at least three work hours each week thinking about their finances.

Poor financial wellbeing costs Australian businesses $33 billion per annum.

53% of workers admit to feeling stressed about their finances.

Nearly 1 in 3 employees admit to being distracted in the workplace because of their finances.

Tailored to your team's needs

We get to know your workplace before your Financial Wellbeing Program begins, allowing our Advisers to tailor their presentation to your workplace’s needs and interests.

A healthier workforce

Employees that take place in wellbeing initiatives have less sick days on average than those who do not participate.

Improve retention rate

Less financial stress means happier and more productive employees. This adds to the culture of your workplace and results in an improved retention rate.

1-on-1 sessions with an Adviser

Depending on your requirements, we can also offer your team individual sessions with one of our Advisers.

Our Workplace Financial Wellbeing Program

Improve the financial wellbeing of your workforce with our corporate Financial Wellbeing Program.

If you’re looking for an innovative way to improve your team’s wellbeing (and as an added bonus, their productivity), then a Financial Wellbeing Program is the perfect option for your workplace.

Financial Wellbeing Education Sessions

Unsure about committing to a program? Book an individual session instead.
Our sessions cover a range of topics which our Advisers can customise for your workplace.
Session2

Understanding Financial Wellbeing

An introduction to the concept of financial wellbeing and the impact poor financial wellness can have on our lives.
Session3

Mind Over Money

Breaking down the stigma around talking about money and understanding mindset techniques that can help you stick to – and achieve your financial goals.
Session1

Mastering Your Cashflow

Cashflow is a key determinant to financial wellbeing. This session shows employees how to quickly save money, as well as what a good cashflow plan looks like.
Session4

Growing and Protecting Your Wealth

Our ability to earn income is one of our greatest assets. We’ll dive into the importance of insurance as well as take a look at how to choose investment options based on your lifestyle.

We have worked with

Financial Wellbeing Program FAQ

If our sessions don’t cover what you’re looking for, let us know and we’ll provide you with a quote for a custom financial wellbeing session.
Our Financial Wellbeing Program encompasses everything your team needs to know about how to improve their financial wellness. From cashflow and mindset techniques to insurance and investing, we’ve got it covered.