Employee financial wellbeing

Your greatest asset is your team. We can work with your business to provide financial guidance and employee benefits that improve the wellbeing of your staff — at work and at home.

Support for your employees' wellbeing

Benefits programmes

Our employee benefit programmes give staff access to a wide range of discounts, product deals, and health insurance options.

Group health & personal insurance

We can help you secure broad cover for your employees and yourself. Group insurance lowers your premiums and is a great way to retain staff.

Financial wellbeing bootcamps

Our well-being education sessions are aimed at helping employees reduce financial stress and gain control of their money.

Easy implementation

We handle everything from presentations to your staff to administration, invoicing, and membership setups.

How we work with you

We don’t offer generic seminars. We provide personalised financial guidance and structured solutions that address the unique financial pressures affecting your team.

Group insurance for owners & employees

Group insurance provides broad, cost-effective protection for your team members and you as a business owner.

We can tailor your plan with a range of cover types, including life cover, salary continuance, medical insurance, trauma cover, and total permanent disablement.

Clear eligibility rules and an Automatic Acceptance Limit mean staff are covered up to set levels without any extra paperwork. The cost of a group insurance plan is around 2% of your total salary cost for your employees.

Group insurance plans come with the following requirements:

5 or more employees
A genuine employer/employee relationship;
Clear eligibility rules;
100% of eligible employees lives covered; and
Premiums paid by the employer

Confidential financial health checks

We offer confidential, one-on-one sessions where staff can safely talk about their money. Our Advisers help them understand their current financial situation, assess their cash flow, and identify immediate stress points (like high-interest debt) that are affecting their work life.

Savings and debt management

Through financial wellbeing bootcamps we can help staff implement positive financial habits, move away from the ‘spend first, save later’ cycle. This includes setting SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) goals and designing a banking structure to automate savings and gain immediate control over personal finances.

KiwiSaver and goal alignment

For many, their KiwiSaver investment is their biggest asset. We provide guidance on helping align their KiwiSaver investment with their long-term goals (like a first home or retirement). This clarity can help reduce the anxiety of the unknown and encourages engagement with future financial planning.

Insurance and protection advice

We help employees understand their personal financial risks — such as being unable to work due to illness. We offer advice on the role of personal insurance and protection, aiming to provide staff with the confidence that they and their families have a Plan B if their income is interrupted.

Why invest in benefit programmes?

Employee benefit programmes have meaningful value in your employees' lives. The impact can be significant; less stress for them at home supports more clarity and peace of mind when they’re at work.