What is Financial Wellness?

It’s when an individual has achieved the following:

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Represents the company’s financial wellness report card
Aggregates answers from all employees’ financial wellness assessments
Segments results by age, income, gender and location
Assessment results used to design relevant financial education topics and coaching paths

Telephonic or face-to-face
Coaches are certified financial planners and provide accountability
No sales environment – focus is on helping employees
Coaching helps with goal setting, financial challenges and developing new financial habits
Personalised coaching paths

On-site classes delivered by certified financial planners using a combination of informative presentations, dynamic group discussions and quiet personal reflection
Variety of topics offered ranging from basic money management to retirement preparedness
Topics based on the Workforce Financial Wellness Assessment
Flexible in delivery format, ranging from a few hours to a full-day workshop
Can be integrated into workplace Lunch n’ Learn, employee induction or any other employee learning programmes

Unlimited, on-demand access to our certified financial planners
Financial planners provide quick answers to financial questions and work with employees to resolve financial crisis or to tackle financial challenges