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For organisations

Financial wellbeing for your staff.

Promote the financial wellbeing of your staff, members or clients with a structured program that empowers them to make better financial decisions, access individual support and most importantly, achieve measurable outcomes.

WHAT WE DO

Address the cost of poor financial health.

Employees who are stressed about their finances are both less productive and in worse financial shape than other employees. Evidence also shows that poor financial health can affect physical, mental and social wellbeing. To find out more about our Financial Wellbeing Program for staff, click below.

Access the Budget Calculator

Individualised financial health checks

Your staff and members will receive a custom report into their financial health with tips on how they can improve.

Step-by-step practical programs

Your staff and members can choose to participate in various self-paced programs with step-by-step guides to build their financial literacy and improve their financial health.

Complimentary group workshops and learning resources

Staff and members can attend group workshops and access e-learning content.

Real-time reporting

Receive real-time consolidated reporting on the financial health and wellbeing of your staff and members. You can track the changes to staff and members' financial wellbeing over time.

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community

Our pro bono program.

Promoting financial wellbeing and helping those who encounter financial hardship is deeply rooted in our mission. We work with not-for-profit organisations to support those in need with pro bono advice and financial guidance. If you would like your organisation to participate in this program, please contact us.

Organisations we have supported

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Ready when you are

Enquire now

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