Workplace Financial Planning

Wealthfarm’s Workplace Financial Planning program enables you as the business owner, to provide your staff with an ongoing education process in money management, wealth accumulation, wealth protection and retirement planning.

Initially we will meet with you, the business owner/manager, to discuss your and your employee’s needs. This will enable us to strategically devise a plan of attack for you and your staff to achieve financial freedom.

Once this plan has been developed we will then present a series of educational sessions to you and your staff, either at your office or at our state of the art seminar room, located at our office on the Gold Coast.

This presentation allows employees to be educated about basic money management, different types of taxes, investments and statistics relating to the financial history of Australians.

Benefits to employers

• Make your workplace more attractive to employees and support recruitment and retention strategies
• Improve commitment and reduce absenteeism of workers
• Improve productivity by reducing employee stress about personal finances
• Reduce the query load on human resources staff, and requests for pay advances, making people better able to manage their own finances
• Improve employee understanding and use of benefits such as salary sacrifice and superannuation
• Improve employee understanding of financial imperatives facing the organisation
• Support your mature aged worker strategy, helping people change their working commitments (whether that is moving to part time, different arrangements, or retiring) in a way that suits them and you.

Benefits to employees

• Increased levels of financial wellness
• Improved financial knowledge, behaviour and attitudes
• Increased savings, both in general and for retirement
• Increased employee and employee spouse contributions to retirement plans
• Improved levels of retirement confidence
• Increased satisfaction with the company, their career, and their pay.

Call us today to arrange an obligation free appointment. Phone 1800 WORK IT (1800 9675 48), or send an email to info@wealthfarm.com.au
 

Financial Services Information

Nicholas Sinclair, Stephen Pollard,
Michael Smyth and Javier Fonseca

Wealthfarm Financial Planners
ABN 77 159 754 322

Authorised Representatives

GWM Adviser Services Limited

Australian Financial Services Licensee
Registered Office at: 105-153 Miller Street
North Sydney NSW 2060

Disclaimer

Wealthfarm Pty Ltd, ACN 119 411 175, t/a Wealthfarm Financial Planners, is an Authorised Representatives of GWM Adviser Services Limited, AFSL 230692, an Australian Financial Services Licensee with its registered office are 105-153 Miller Street North Sydney NSW 2060.