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.
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.
Understanding Financial Wellbeing
Mind Over Money
Mastering Your Cashflow
Growing and Protecting Your Wealth
We have worked with
Financial Wellbeing Program FAQ
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