Financial Literacy Programs That Actually Work for Teams
We've spent years watching employees struggle with super, tax, and basic budgeting. Our approach focuses on real workplace scenarios instead of generic finance theory.
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Built Around Australian Workplace Reality
Most financial education feels disconnected from daily work life. We changed that back in 2023 after hearing from dozens of HR managers about what employees actually needed.
Our sessions run during work hours. They address superannuation choices, tax planning around bonuses, and home loan basics. Topics your team will use next week, not someday.
- Sessions tailored to your industry's compensation structure
- Follow-up resources staff can reference when making decisions
- Optional one-on-one consultations for complex situations
- Regular updates when tax laws or super rules change
What Sets Our Corporate Programs Apart
We focus on questions people are too embarrassed to ask elsewhere. Things get practical quickly because we skip the jargon.
Salary Package Optimization
Help your team understand how to structure their pay package with super contributions, salary sacrificing, and FBT considerations. Most employees leave money on the table here.
Investment Basics for Beginners
We start with explaining what ETFs actually are before jumping into portfolio theory. Sessions progress based on your group's existing knowledge.
Debt Management Strategies
Mortgages, HECS debt, credit cards—we break down which debts to tackle first and how to negotiate better terms with lenders.
Retirement Planning Reality
How much super is actually enough? When can you access it? What happens if you change jobs frequently? Clear answers without selling products.
Tax Time Preparation
Sessions held in August cover deductions people commonly miss, record-keeping systems that work, and when it's worth paying for an accountant.
Financial Stress Support
Confidential guidance for employees facing money pressure. We connect people with resources and help them build a realistic action plan.
"Our team finally understood their super statements after the workshop. Three people switched to lower-fee funds within a week. That's the kind of immediate value we needed."
Callum Forsyth
Operations Manager, Tech Sector
"We run these sessions quarterly now. Staff retention improved and exit interviews stopped mentioning financial stress as a leaving factor. Worth every dollar."
Liesl Bergström
HR Director, Healthcare
"The tax planning session before EOFY was brilliant. Our accountant said he'd never seen our staff so prepared with their records. Made his job easier too."
Toivo Laaksonen
Finance Lead, Manufacturing
How We Structure Corporate Sessions
Programs start rolling out in September 2025 for most organizations. We typically schedule an initial consultation 6-8 weeks before your first session to understand your workforce's specific needs.
Each program runs as a series rather than a one-off event. Financial literacy builds over time, and people need chances to ask follow-up questions after they've tried applying what they learned.
Custom Content Development
We review your company's benefits package, compensation structure, and employee demographics before building session content. Generic programs don't work.
Interactive Workshop Format
Small group discussions beat lecture-style presentations. We keep sessions to 25 people maximum so everyone can participate meaningfully.
Post-Session Resources
Participants receive worksheets, calculator links, and reference guides they can use when making actual financial decisions at home.
