Should You Consider a Financial Wellbeing Programme for Your Employees?

67% indicated financial stress has distracted them at work

63% believe financial stress has affected their productivity

35% of employees spend 3 hours per week dealing with money issues

Make a lasting, positive impact on your employees lives by gifting them with a financial wellbeing programme. By taking away the stress of money you will see an increase in productivity, engagement and general happiness in the workplace. See the facts below.

Download the Workplace Statistics

A range of options to suit your business:

Boot Camp

We can tailor the boot camp to fit your audience, e.g senior executives, project teams or general staff. Our signature programme transforms your organisation by raising the financial literacy of your employees.

Offered as an in-house programme over x4, 45-minute sessions, we take your employees through the critical steps to becoming financially successful. We cover the following topics:

One-to-One staff coaching

Personal financial education is not something just anyone can deliver. The majority of providers are very good at providing financial information yet have little experience or training in providing financial education.

We meet with your employees one to one and help them gain skills on how to become financially fit, we cut the jargon so they understand what it all really means and we bust the myths around money, budgeting and investing.

In- House Financial Advice

We become your in-house financial resource to your employees, we sit in your office on a regular basis and take the pain away from your HR team.

We help your employees with, savings, money habits, buying a house, paying off debt and preparing for retirement.

Our Clients Say
“financial planning is easy.”

It’s about getting clarity of your vision/destination and then determining the appropriate road map to get you there.

Your financial adviser will be with you every step of the way. They will help implement and review your plan to make sure you remain on track.

How does a Financial Wellbeing Programme actually work?

Firstly, Draw a line in the sand and understand your current situation

Set the foundation. If weight loss a goal you need to measure how much you weigh. This is similar to starting a Financial Plan, you need to know what money is coming in and out what is going out. For most people, this is not a priority.

1. Start with the end in mind. Where do you want to be?

The most important thing about planning is having a strong vision. Without this vision you won’t change your habits or make the daily decisions necessary to achieve your goals. We challenge you to think outside the goal, ie. Saving money – why, how much and what do you want to save for? The more specific you are, the stronger the vision will be. We recommend you research SMART goal

2. Accept advice and formalise your plan to succeed.

The plan is based on the quantitative (numbers) and qualitative (they why analysis). Some goals may take priority over others due to specific timeframes. Once your plan is written you should not deviate. The only reason to modify your plan would be goals changing.

3. Get out of debt faster with the correct structure

Part of financial planning is about reducing debt. Debt is not necessarily a bad thing, for example, having a mortgage. We will advise you on how to reduce your debt – so you don’t pay as much interest, and with minimal impact on lifestyle or your plan.

4. Know your inputs and outputs, and maximise your investments

This is about record keeping or tracking your goals. The more you keep track, the more you will appreciate the plan. As you see the incremental growth you may find yourself committing more to achieving your goal faster. Maximising is about making sure your use your resources to the maximum potential. Some rebalancing may be required or redistribution of the surplus to the goals

100% Satisfaction Guaranteed

If you don't like the plan - walk away and don't pay us a cent!

We will take payment only when the plan is delivered and agreed upon, meaning that if you don't like the plan you can throw it in the bin and we won't charge you a cent - we'll carry all the risk!

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Frequently Asked Questions

What’s included in the FREE consultation?

Our free consultations act as a discovery meeting. You’ll discuss your goals and future aspirations, analyse your current financial position, formulate an action plan to get you to your goals.

Why are financial plans important?

Many Kiwis are lacking sense of purpose these days. A financial plan can give you clarity of vision and an action plan to get there. You’ll then be able to adjust the inputs and have a measurable implementation plan to keep you achieving.

What other services do you offer?

Our extensive range of services and advice include; Financial Planning, Accounting, Investments, KiwiSaver, Mortgages and Personal Insurances. We deliver tailored financial advice from our team of professional advisers who hold over 250 years of experience.

How do I get a financial plan?

First we start with a discovery meeting to set the appropriate direction and pace. Then your adviser will lead you through a data driven analysis and make some recommendations of how you can improve your decision. the last step is implementation.

Who can I contact if I want to discuss these tips further?

Our expert financial adviser are more than willing to help guide you through these tips and apply them to your individual situation.

What happens if I don’t like the advice?

We offer a 100% Satisfaction Guarantee. Our advisers will get to work straight away to start producing your financial plan. After a series of meeting and we know what you want we will write a plan that shows you how to get there. We’ll present the plan to you and if you’re not happy with the recommendations you can walk out and not pay us a cent.