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Workplace Financial Education Programs
We will design a program to achieve your primary outcome based on the needs of your workplace.
For example programs may be designed to:
Increase participation in and perceived value of your existing employee benefits
Improve productivity
Reduce employee turnover
Add another high value benefit to your employees
Build a brand as an Employer of Choice
Key elements
The key elements of a workplace financial education program are:
- Raise awareness
- Give immediate relief
- Teach preventative skills
- Continual reinforcement
- Provide a “Done-For-Them” solution
After our initial consultation with you we will propose a program that incorporates the key elements required to achieve your primary outcome.
Example Programs
Following are several example programs for different situations. A program that meets the needs of your organisation will sample from each of the examples below.
You will receive the greatest return on your investment by implementing a comprehensive financial education program. A comprehensive program includes most, if not all elements below and is delivered in stages as momentum builds.
Testing the Waters
- Articles regularly distributed in your company newsletter and intranet
- Personal Financial Health Check-up (online diagnostic tool)
- Educating your Employee Relations team on how best to sell the value of your employee benefits
A Little Bit of This; A Little Bit of That
- Articles regularly distributed in your company newsletter and intranet
- Seminars that provide an overview of positive financial behaviours and raise financial literacy
- A “How-To” education resource, such as a book, to facilitate action in an area such as Choice of Superannuation or Debt Management
Everyone’s a Winner
- Focussed seminars tailored to specific life stages and wealth creation topics. For example: Understanding Superannuation, Retirement Planning, Wealth Accumulation, Protecting your Lifestyle
- Personal Financial Planning advice for your most valuable team members. (This is an example of a "Done-for-them" solution.)
- Several “How-To” education resources to compliment the focussed seminars
Employer of Choice and Valued Community Member
- Sponsored seminars for partners, family and friends of your employees
- Sponsored seminars for your community as an open invitation
What to do next
Book a consultation with our CEO, Matt Hern to diagnose the highest priority financial literacy needs of your team and to design a program that delivers sustainable improvements in productivity, staff retention and profitability. At the consultation we will be able to provide examples of some of the resources available to your team.
After booking your consultation you will be provided with a pre-consultation questionnaire that will prepare both you and us to get maximum value in the shortest amount of time. Book a consultation now
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Matt Hern trades as FINDRE
(Empowered Wealth Pty Ltd t/as)
ABN: 21 592 525 720
Phone: 08 9467 7320, Fax: 08 9463 7848
PO Box 259, Bull Creek, Perth, Western Australia 6149, Australia
Website: www.MattHern.com.au
Blog: www.Money-Guide.com.au
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