Financial Wellness Packages (in the workplace)


Key Benefits of Employee Financial Wellness

Increase Retention

56% of those surveyed are more likely to say that their loyalty to their company is influenced by how much the company cares about their financial well-being.

Better Recruitment

67% of those surveyed are more likely to be attracted to a company that cares more about their financial well-being.

We teach your employees how the financial system works and how to get ahead in it

  • Kiwi Saver advice
  • Budgeting discipline
  • Mortgage advice
  • Wills
  • ACC Assist
  • Insurances
  • General financial advice

How we deliver Financial Wellness

  • Build an online portal with 24 hour access to advice
  • On site presentations
  • Pack sent home for spouse/partner to be involved
  • Access to our financial advisers
  • SMS insights sent to employees

Financially equipped employees operate under less personal stress and
are more productive.

Sources: PWC, Special Report: Financial stress and the bottom line, 2017; PWC, Employee Finanical Wellness Survey, 2018