Financial wellbeing is top of mind for many Australians, and your employees are no different. Gallagher's solutions are a simple way to implement a financial wellbeing program in your organisation and stand out from the competition. By prioritising financial wellbeing, your organisation can alleviate stress, boost productivity, and create a positive work environment.
By implementing a financial wellbeing program in your workplace, you can make a real impact on engagement and loyalty. Not only does it showcase your dedication to their overall wellbeing, but it also gives your business a competitive edge as an employer of choice.
Working Australians are placing a growing importance on their personal finances, and MoneyFit is designed to help them make relevant choices with their take-home pay. It encourages active planning with a range of educational resources with a DIY approach to cater to individual preferences.
Confidence: MoneyFit empowers your employees to make informed decisions when it comes to their finances and is developed by consultants with decades of financial coaching experience.
Choice: MoneyFit provides the flexibility for your employees to follow their own pathway and make sound and relevant choices for their financial wellbeing. With a dynamic year-long program, a range of tools and the option to speak to a real consultant, the program ensures that there is something to cater to everyone's needs.
Control: MoneyFit empowers employees to take charge of their personal information and financial choices. It's a 100% confidential solution, has no apps to install, and requires no private information to be shared.
MoneyFit starts with a quick and easy, five minute, confidential health check that your employees can access at work, on their commute, or in the comfort of their homes.
It provides a MoneyFit personality, enabling your employees to embark on their personalised financial education journey. Equipped with interactive calculators and modellers, it caters to the needs of digital natives. For those seeking personalised assistance, it also facilitates one-on-one consultations with a Gallagher expert.
The health check is complemented with a financial education program highlighting habits and principles of budgeting, managing debt, and saving for the future.
Gallagher's executive financial wellbeing program is designed to provide peace of mind to time poor senior leaders, letting them focus on what accelerates your business performance.
The cornerstone of our executive financial wellbeing program is a diagnostic report crafted specifically for successful individuals. When you partner with Gallagher, your executives not only gain insights into their financial health, but also improve their understanding of the remuneration, benefits and rewards package your organisation offers.
When it comes to achieving financial wellbeing, executives are faced with unique goals and challenges, our comprehensive report is specifically designed to address their concerns, ensuring that successful individuals are equipped with the knowledge and insights needed to tackle their financial endeavours head-on. It covers:
As the preferred partner for your executive financial wellbeing program, your top executives are given the opportunity to engage our team for a personal diagnostic review. Our expert team produces the financial wellbeing report, which not only assesses their financial situation but also emphasises the value of your remuneration, rewards, and benefits package.
We provide quarterly reporting and accountability to the business, ensuring transparency and ongoing support. Additionally, we offer a dedicated review service every 12 months. After the diagnostic review, executives have the freedom to choose whether to retain our services. They have the flexibility to take no further action, manage their finances independently, or bring their diagnosis to their existing financial advisor.
Individual executives also have the option to independently engage with Gallagher for additional executive financial planning services.
Don't underestimate the importance of financial wellbeing when it comes to your organisation's performance. Your employee's wellbeing can have a direct cost to your bottom line. See how much financial stress is costing your business then connect with us and give your workforce the financial confidence they deserve.
1Gallagher, Workforce Trends Report Workplace Wellbeing Index, 2024
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