Financial Wellness Presentations

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.


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


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