Improving financial wellbeing through financial literacy education

Our Mission

Our mission is to have a positive impact on the financial literacy and wellbeing of Australians, to provide the education and tools to obtain financial peace of mind so that each person can reach their potential.

Improving the financial well-being of employees in Australia.

How do we improve employee financial wellness?

Face-to-face Workshops

Specialised educational workshops conducted on-site normally during a lunch hour.

Program Implementation

Measure, design, implement, calibrate, measure. Meaningful change generated through consistency and engagement.

Wellness Surveys

Understand the needs of staff and measure the impact of a financial literacy program on employee productivity, absenteeism, staff relationships and employee tenure. This may include periodic surveys.

Educational tools

From budget planners, retirement superannuation calculators, to estate planning, money management.

Dedicated partnerships

Partnerships with companies which can provide specialised advice where requested by the business.

Tailored sessions

One-on-one discussions to tackle trickier topics.

Companies With Employee Financial Wellness Programs by Size

Why Financial Wellbeing is important for Employers and Employees

Financial Wellbeing Benefits | Australian Financial Wellness
Significance of Financial Wellbeing | Australian Financial Wellness
Financial Wellness Reports | Australian Financial Wellness

Source:- The AMP 2022 Financial Wellness report

See the Results

Companies We Work With

We collaborate with organisations that share our vision of improving the financial wellness of Australian

We Help Empower Your Workforce By

Download our eBook now & Learn about Financial Wellness!

Gain an understanding of:
  • How lack of financial literacy can lead to stress & poor physical health
  • The effect of financial wellbeing on businesses
  • Navigating financial wellness & literacy

Latest Insights

We blog about the latest developments in financial wellness. Keep coming back for more!

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