Supporting Your Team’s Financial Wellness
Reduce workplace stress, improve productivity, and strengthen retention with our employee financial wellbeing program.
Money stress is not left at home… it walks into work every day
- In Australia, nearly 9 in 10 employees say financial stress affects their work but only 6% receive any employer financial wellbeing support. (AON)
- ASIC research (in collaboration with Beyond Blue) reveals that individuals facing financial hardship are twice as likely to experience mental health challenges, and vice versa. (ASIC/Beyond Blue)
- Financial stress drains about 3 hours/week of productivity, with 1 in 3 citing negative impact on work. (PwC)
- Companies that offer financial wellbeing benefits cut staff turnover by up to 33% and boost job satisfaction. (Global study, HCMag)
6 Essential Reasons to Invest in Employee Financial Health
Increased
performance
Debt-free workers focus fully on their job.
Higher
retention
Financial stability improves job
Better retirement
readiness
Employees retire with confidence.
Improved
job satisfaction
Staff can enjoy work instead of worrying about bills.
Reduced
distractions
No debt collector calls breaking focus.
Lowered
stress rates
Financially fit staff = healthier, more productive teams.
6 Essential Reasons to Invest in Employee Financial Health
Increased
performance
Debt-free workers focus fully on their job.
Higher
retention
Financial stability improves job
Better retirement
readiness
Employees retire with confidence.
Improved
job satisfaction
Staff can enjoy work instead of worrying about bills.
Reduced
distractions
No debt collector calls breaking focus.
Lowered
stress rates
Financially fit staff = healthier, more productive teams.
our services tiers
We offer two levels of confidential employee support:
General Meeting (20 minutes)
- Financial wellness results
- Budget planner
- Comprehensive guides (first home buying, basics of investing, refinancing, insurance, retirement planning, salary sacrifice, etc.)
- Practical resources employees can use straight away
Tailored Meeting (60 minutes)
- Includes everything in the General Meeting plus:
- Comprehensive credit report (Equifax & Illion)
- Personalised property report(s)
- Interest rate review & market comparison
- Loan structure review & debt consolidation guide
- Superannuation & insurance review
- Detailed financial goals & wellness assessment
How It Works
Simple, streamlined, and zero admin burden for your team.
We draft the company notice for you.
Employer provides a meeting space; employees book directly via Calendly.
One-on-one sessions on-site or via video call.
Employees receive resources and can book optional tailored sessions.
We draft the company notice for you.
Employer provides a meeting space; employees book directly via Calendly.
One-on-one sessions on-site or via video call.
Employees receive resources and can book optional tailored sessions.
what we provide your team
- Confidential financial health checks with qualified professionals
- Tools and templates employees can implement immediately
- Comprehensive guides on investing, retirement, and planning
- Access to personalised reports, reviews, and resources
- Ongoing support and option for tailored follow-ups
download resources
Want more information on the program? Download the Employer Information Pack.
FAQs About Employee Financial Wellness by Employers
Very little. You provide a meeting space and circulate the notice we draft. Employees book directly with us.
Financially well employees report lower stress, higher productivity, and greater retention. Surveys and engagement data can help track improvements.
No. Sessions are short, scheduled by employees, and run in your space or virtually.
Any organisation where employee performance, focus, and retention matter—professional services, healthcare, education, corporate offices, and more.