As a trusted education partner we’ll do the heavy lifting and help start your financial wellness journey.
What are the benefits?
Strengthening financial wellness through a tailored education program:
How does it work?
We offer a range of programs from 1, 4, 6 and 12 months in length. Programs can cover various topics from Budgeting, Goal Setting, Debt Management, Investing, Superannuation, Insurance, Retirement Planning, Estate Planning, Tax Planning as well as a range of targeted topics.
Dream it.
It all begins with a passion to better your well-being. But first, coffee! to kick things off we’ll get together for a chat so that we can gain a better understanding of your organisation and the goals you are looking to achieve.
Design it.
We understand that each and every organisation is different so we will prepare and present to you a tailored program for your consideration that will enhance your employee value proposition and have a positive impact on business performance. Our team will take care of the entire process from content creation, workshop materials and presenting.
Share it.
If you are happy with your customised program, we’ll jump right into it! We will work with your team over an agreed period delivering our education program in the multi-channel approach carefully selected by you.
What our clients are saying..
! engaged with Darren and the team at Financial Wellness Matters last year as a way to provide financial wellbeing support to the corporate clients of GU Health/nib. Recent years have highlighted the importance of financial health and our clients have realised the importance of supporting their employees in this space. The services delivered by Financial Wellness Matters not only provide fantastic information but the impact on the mental health of workplaces cannot be understated either. They are knowledgeable, drive engagement and provide outstanding support across the board.
-Jason F
“The Motor Trades Association of Queensland engaged Financial Advice Matters to deliver a monthly financial wellness program throughout 2019. The staff found the program to be highly beneficial, educating on many diverse facets of financial acumen, suitable for all age levels.”
— Dr Brett D
“The FAM team were exceptional in delivering a comprehensive, yet easy to understand program extending from budgeting to debt management, investment and redundancy. I witnessed an instant rapport and trust with attendees through FAM’s openness and transparency throughout the program.”
— Mr Trent K
Want to learn more? Download our Financial Wellness Implementation Checklist!
Most organisations are now recognising the importance of supporting their teams with financial literacy. It is the glue that keeps many elements of wellbeing together. Knowing where to start is now one step easier with our financial wellness implementation checklist.
