What is financial wellbeing?
Financial wellbeing means having a healthy relationship with your finances by understanding how you can mindfully spend and save your money.
By having financial security, you enjoy genuine freedom to make choices you love – both now and in the future.
How financial wellness is affecting your employees
According to studies, 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 Advisors 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 Advisor
Depending on your requirements, we can also offer your team individual sessions with one of our Advisors.
Our Workplace Financial Wellbeing Program
Improve your team's financial wellbeing with our corporate Financial Wellbeing Program.
Financial wellbeing education sessions
Before committing to one of our financial wellbeing programs, we are happy to walk you through strategies for better financial wellbeing education, one session at a time. Our sessions cover a range of topics which our Advisors can tailor for your workplace.
Book a financial wellbeing session for your business today and enjoy the benefits of advice and support that is customised for your business and your team’s needs – to help your business perform better.
Understanding Financial Wellbeing
Mind Over Money
Mastering Your Cashflow
Growing and Protecting Your Wealth
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.
Start your journey
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