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,


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


of workers admit to feeling stressed about their finances.
Poor financial wellbeing costs Australian businesses

$33 billion per annum





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

Our Workplace Financial Wellbeing Program

Improve your team's financial wellbeing with our corporate Financial Wellbeing Program.

Nurturing quality financial wellbeing education in your workplace is an investment in building a better workplace culture – and that means better business.

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.

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

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

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.

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.
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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.