Financial Wellness Day
We all try to manage our money as best we can day to day, but with so many things to worry about in life it’s hard to keep on top of your financial status. Our approach to employee financial education is that it needs to be thought provoking and motivational, but as comprehensible (yet comprehensive) as possible.
Our financial expert will provide a full day financial wellness service which includes 1:1 30 minute drop-in style consultations and full access to a wide range of financial seminars on topics which include:
- Personal taxes boot camp
- Protecting you and your family's future
- Financial planning
- Budgeting for the season
We have some of the leading financial advisors on our team, that act completely independent of any particular financial institution. All our financial advisors hold at minimum a Qualified Financial Advisors qualification. They are not concerned with selling any financial service products, instead their focus is educating and empowering employees to get the most out of their current financial means.
There is no restriction on the intake of participants for the 1-hour seminar. 1:1 appointments are restricted to 12 x 30 minute appointments across the full day.
What's covered?
Marketing and support
Registration support
Reporting and analysis