Wealth Management Presentation Service
Delivering strategies to empower your employees to make informed financial decisions
Employees who received financial education were found to be 25% more productive than those who did not.
Why does your employees’ financial literacy matter?
Personal finances are the number one source of stress for employees.
Productivity
Employees are 6x more likely for their productivity at work to be impacted when financial stressed
Job Retention
Employees are 2x more likely to look for a new job when financially stressed
Attendance
An employee's attendance is 7x more likely to be impacted when financially stressed
Annual cost to business
The estimated annual cost of financially stressed employees on Australian employers is $47 billion
How we can work together
Inaction is people’s biggest shortfall with their finances. Take action now!
Presentation Service
We tailor our presentation to your business needs, providing actionable strategies that educate and empower your employees to take control of their finances and improve their financial well-being. Our presentations guide your employees through complex concepts in simple terms, boosting their financial literacy.
One-on-one meetings
In our one-on-one consultations, we take the time to understand your employee’s unique financial situation, goals, and expectations. We will work together and create a roadmap and develop strategies tailored to your employee’s individual needs to help them achieve their financial goals.
Companies we have worked with
Knowledge is power. Take action now
Knowledge is power because it allows individuals to understand complex financial concepts, make informed decisions, and navigate the intricacies of the financial world effectively. With the right knowledge, individuals can take control of their finances, plan for the future, and work towards achieving their financial goals with confidence.
Don’t miss out on this opportunity. Speak to an adviser today to see how we can work with you
Frequently asked questions
Absolutely we can – we are able to tailor the presentation to focus on any area that you think will most benefit your business & employees
Yes, we are able to sit down with any interested employees to discuss their financial goals and how we can assist