Workplace financial wellness

Money is one of the most stressful areas of our lives and given the current economic environment, financial stress is increasing and having a greater impact in peoples lives.  Both mortgage and consumer debt levels are the highest they have ever been, creating pressure on many employees.

 

Benefits of workplace financial education a key factor in both recruitment and retention increases productivity happier and more content staff increases participation in employer sponsored benefits creates greater worker commitment to the employer reduces absenteeism reduce the work time employees use for personal financial matters reduces workplace theft

Todays environment overuse of credit overspending lack of budgeting lack of financial knowledge too much choice more complicated financial products inadequate shopping and spending skills inability to save

 

 

What we offer We will come to your premises for a half day each month for 11 months.  We will run a one hour workshop then consult with employees on a one on one basis based on a pre-booked appointment.  We will cover a range of topics including: KiwiSaver Budgeting and money management skills Saving and investing Managing your mortgage Working for Families Insurance and estate planning

Additional products and services We have a number of financial books and CDs that can be purchased at a wholeslale price.  We also have partnerships with a number of financial services companies offering: Insurance products Mortgages Investment management KiwiSaver Budgeting software and systems

 Contact us to bring our valuable service to your workplace!