Employee Program for Financial Wellbeing

Provide your employees with the steps to financial success through education

Meeting your employees financial needs,

beyond remuneration

Attract talented new staff, retain valuable employees, and increase employee job satisfaction and productivity with our Corporate Pathway to Wealth Program.

“21% of employees report that their financial stress prevents them from working productively, while 31% of 18-29-year-olds report their productivity is impacted by financial stress.”

Great people are the backbone of any great company. Increasingly, employers are using benefits programs to build a strong culture and a fulfilled workforce.

Our Pathway to Wealth program is a way for you to make financial success more accessible to your employees and create a powerful staff benefit. 

Businesses that provide extra benefits, training and knowledge to their staff become employers of choice. Quite simply, people want to work for you. The Pathway to Wealth program is not just window-dressing. It is a powerful tool delivered by dedicated financial professionals that provides your team with practical advice, genuine results, and the personal opportunity to dig deeper.

Experience the benefits of our program for your team

Attract and retain top talent

A financial wellness program demonstrates commitment to building a strong team, showing that the organisation values the financial security and growth of its employees. This can set your company apart and help attract and retain top talent.

Increase employee job satisfaction

Financial stress can make employees unhappy and disengaged at work. Our program helps your employees learn how to manage their finances, reducing stress and increasing productivity. Financial advice can increase job satisfaction by 15%.

Reduce employee turnover & training costs

Employees who feel financially secure are less likely to leave their jobs. Our program provides access to financial workshops, a personal financial planner, and educational resources to help your employees feel financial confident and supported.

What is the Corporate Pathway to Wealth Program?

Our Corporate Pathway to Wealth Program can help your employees achieve financial security by providing them with personalised financial advice and education. The program includes a variety of elements, such as introductory workshops, ongoing educational seminars, financial health checks, and no-obligation consultations.

We can also provide tailored materials for your employees, such as monthly market analysis and commentaries, and a subscription to our Money on Monday newsletter. Our program is designed to be affordable and accessible for all businesses, and we can work with you to customise the program to meet your company specific needs.

“Financial stress is a significant problem for employees, affecting their job satisfaction, productivity, and overall well-being.”

Download the Program Brochure

What the Program Includes

Your Pathway to Wealth Corporate Program will be customised to your needs, We offer the following elements which can be mixed and matched to provide your employees with a program that supports and encourages their financial security.

To get started, we will have a discussion to understand your team’s needs and how we can customise the program for your business. Once we have an agreement in place, we recommend kicking-off with our Pathway to Wealth workshop with your team. This session can be held at your office or another location, at a time of your choosing.

  • Introductory Workshop

    To kickstart the process, we would host a Pathway to Wealth session with your team. This is a 45-minute presentation that introduces our services, explains the value of financial advice, and explains financial concepts such as superannuation, insurance, estate planning, investing, cash flow management, and debt management. This presentation is an excellent kick-off tool, and will give your staff the chance to ask any initial questions.

  • Educational Workshop Series

    We can provide tailored seminars or webinars every six months or other regular intervals, covering topics that cater to the different stages of most financial journeys (to benefit all staff members, regardless of their current financial circumstances). These workshops can be held at your business or a separate location, and will give your employees practical and simple advice on a range of financial strategies.

  • Financial Health Check

    We can provide a Financial Health Check for all staff to help them take stock of where they are financially.

  • Discovery Consultations & Financial Roadmaps

    For team members who choose to take the next step, we will schedule individual no-obligation Discovery consultations (valued at $595 – My Wealth Solutions covers this cost). This meeting will dig deeper into their individual needs and give us the opportunity to present personalised strategies that are tailored to their specific financial situations and goals.

    For team members who would like to proceed, we provide individual financial plans and annual Review meetings to ensure their financial strategies are always on track.

    Many of the Program’s costs are supported by the individual financial plans that we create for your employees. Some of our corporate clients choose to subsidise or sponsor the initial expense of the employee’s personal financial plan to help employees get the most out of the program as part of their benefits.

    Individual financial plans for employees are approached in the same manner as any other client – completely independently, completely confidentially.

  • Market Updates & Learning Materials

    We provide regular ongoing updates and educational material, delivered by email, including:

    • Monthly market analysis and commentaries to keep your staff informed about the latest market trends and insights.
    • A subscription to our Money on Monday fortnightly newsletter, which covers practical tips and insights from our advisors.
  • Director's Success Package

    On request, our senior advisors can provide a tailored Financial Success Package for your company’s directors and executives.

  • Internal Marketing Materials

    Our team can provide digital or printable materials to assist you in promoting the program internally. These materials may be co-branded and would outline the program and how it has been tailored to your business. These can be used to promote your employee benefits.

Relevant Research Findings For Employers

One of the key ways to stand out as an employer is to offer benefits that employees value, without costing your business the earth. One of those benefits is education.

Job satisfaction is a vital measure for businesses. When your employees’ job satisfaction is higher, they are more likely to stay, they are more likely to care about your customers, they are more productive and effective 1, and they create better revenue outcomes for your business.2 They are also happier both at work and at home 3. For 77% of employees, the culture of their company was the key factor 4. According to PWC, 22% of workers value wellbeing initiatives such as financial education at the top of their priority list 5.

The research just keeps coming. An AMP report published in 2022 6 shows that financial stress is increasing, with 2 million employees in moderate financial distress. This creates dissatisfaction and desperation as your employees might be struggling to meet their bills, or experiencing worry about the future. 21% of employees report that their financial stress prevents them from working productively, while 31% of 18-29 year olds report their productivity is impacted by financial stress.

This is not just an individual problem, it’s a social and community problem and it is an employer problem.

Our mission is to help everyday people achieve financial security through tailored financial advice and education.

We invite you to join us and bring financial education, and the opportunity to achieve financial security, to your employees.

You will certainly reap the rewards.

  1. Association for Psychological Science. “Happy employees may be the key to success for organizations.” ScienceDaily. 2010.
  2. Procedia Economics & Finance. “Impact of Working Environment on Job Satisfaction.” Science Direct, Science Direct, 2015
  3. Journal of Applied Psychology. “Affect and Job Satisfaction: A Study of their Relationship at Work and at Home.”  APA. 2004
  4. Forbes Magazine. “Job Satisfaction is Rising: What’s Behind the Surprising Trend.” Forbes.com
  5. PricewaterhouseCoopers. “The Future of Work.” PwC.com. 2021
  6. AMP Financial Wellness. “Easing the Pressure: The AMP 2022 Financial Wellness Report.” AMP, AMP. 2022

Contact Us Today To Tailor A Program For Your Team

The first step would be to have a chat with us about what elements would suit your team, and how we can tailor the program to your business.

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I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.

Ian J.

I was recommended Guy Freeman’s help with planning my financial future, and am very satisfied and reassured by his input over the last couple of years. I’ve actually received more input than I thought possible…sound investments; making a will, life insurance, income protection insurance, and realistic plans for retirement… I feel ‘looked after’ by this company, and excited about my financial future.

Jack H.

My experience with My Wealth Solutions has been positive from the beginning. Ben answered my many questions and took the time to discuss any concerns in detail to clarify any grey areas. I’m very happy with MWS and look forward to a long association with them. I would recommend My Wealth Solutions to anyone looking for excellent financial advice/planning.

Margaret G.

After 20 years of working, we had no real direction when it came to planning for our financial future. After deciding to visit My Wealth Solutions, we now have achievable financial goals and we couldn’t be more confident that the strategies employed will ensure a comfortable retirement. The MWS team took the time to understand our current financial situation, needs and wants…Guy and Nikki…explained all aspects of their advice in a clear language that was easy to understand.

Mick & Dani I.
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Together we can achieve your dream retirement

With the right financial plan – and expert retirement advisor – to guide you, achieving the retirement you deserve is simple.