WORKPLACE FINANCIAL WELLBEING
WORKPLACE FINANCIAL WELLBEING
Increasing employee engagement and productivity while reducing employee turnover and absenteeism are important but rank below ‘doing the right thing’ as the key reason employers tell us are focusing on workplace financial wellbeing programs.
Our workplace wellbeing programme is designed to empower employees to make confident financial decisions and build a brighter future.
The seminars are designed to help employees gain the right knowledge to assist them in making confident decisions for themselves. It’s also a great way for employers to continue to show their team that they truly support & care for them.
As a business owner, I’ve seen the immediate benefits of employee wellbeing initiatives in action. The seminars are designed to give the employer maximum value whilst delivering significant opportunity for employees.
John SchellManaging Director
Personal financial wellbeing and organisational performance are connected
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72%of organisations believe employee financial education will be of benefit to them
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46%of employees worry about their finances
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83%of employers say money problems interfere with productivity
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20hrsa month lost to sorting out personal finance worries
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58%of employers report “financial illness” drives absenteeism
Workplace Wellbeing
Workplace Wellbeing
Health and wellbeing workplace programs are shown to benefit both employers and employees and that’s why many employers are including financial capability as part of their overall wellness programmes. They realise that people who have the right financial tools are happier because they enjoy better wellbeing, are more productive and less likely to take time off.
Expert advice from Authorised Financial AdvisersWorking with SurePlan has given us better clarity around what our goals were, both economically and also social goals, how we want to live our life, and a plan as to how to get there. This level and quality of service can have a huge impact on your life & your goals & outcomes.
SamDeputy Chief Executive
For the employer
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- Better staff retention
- Stronger employer/employee relationships
- Increased loyalty
- Reduced sick leave & absenteeism
- Improved health & wellness of workers
- A happier, more resilient workforce
- More engaged staff
- Increased performance
- Competitive edge in the marketplace
For the employee
- Improved job satisfaction
- Better knowledge of positive financial behaviour
- Improved mental wellbeing
- Increased morale & connection
- Better mental health outcomes
- Stress reduction
- Better quality of life
- Expert advice from Authorised Financial Advisers
ROI for employers who offer employees quality financial programmes
of employees say that they WANT financial education
of employers feel a financial wellbeing programme is “the right thing to do”
of employers want to improve employee engagement
Our approach
Financial wellbeing programs include both seminars and one on one programs.
Who
Programmes are tailored for groups of employees at all organisational levels
What
Financial Wellbeing Seminars and Personalised Financial Wellness
Organisational Purpose
To better the lives of New Zealanders by providing the right advice, knowledge, financial structure and ongoing support. Within the organisation we look to positively influence workplace culture, productivity & retention while reducing stress & absenteeism.
Our outcomes for participants
To be empowered to make financial decisions that reduce stress. To have tools and techniques to reach financial goals both today and in the future
Our outcomes for organisations
To reduce staff turnover and increase productivity through positively influencing workplace culture and loyalty to their organisation while improving employees financial wellbeing.
Commission for Financial Capability
We align ourselves to the vision for CFFC – Everyone getting ahead financially
The key thing that I’ve got out of working with SurePlan is financial confidence. I was already OK at saving; the difference now is that my saving is getting me to my goals faster.
NickMarine Engineer
Early signs from those companies that have initiated a holistic and fully integrated financial wellness programme have been encouraging, with measurable improvements in areas such as cash and debt management, savings, risk management,
PWC2016
A seminar is an excellent choice for any organisation looking to implement financial wellbeing.
- Sixty minutes
- 10 – 35 attendees
- All materials provided
- Key financial concepts
- Fun and interactive
- Actionable tips
- A range of levels to suit your team
- Group level feedback for organisation
Programs tailored to your needs
Programs tailored to your needs
Financial Head Start
- Goal Setting
- Budgeting Basics
- Debt 101
- KiwiSaver
- First Home Buyer
- Planning for your Future
Financial Wellbeing
- Goal Setting
- Cashflow Management
- Debt Reduction
- Retirement Planning
- Maximising KiwiSaver
- Investment Strategies
- Protecting Yourself Along the Way
Wealth Accelerator
- Planning for Your Retirement
- Building Your Portfolio
- Maximising your KiwiSaver
- Family Security
- Protecting Yourself Along the Wa
- Goal Setting
- Debt Reduction
Graduate
- Goal Setting
- Managing your Money
- Maximising KiwiSaver
- Student Loans
- Planning for your Future
Not for Profit
- Your choice of one-off learning seminars for teams of 25+
- Supporting you to support your community
Pop-up Presentation
- Thirty Minutes
- Lunch & Learn
- Fun & Interactive
- Topical Timing
- Twice a Year
*Costs are per presentation irrespective of participant numbers
Support your team to be their best
Support your team to be their best
Kiwis felt money pressure over the past 12 months
of people in the workplace do not have a plan for retirement
of employees reported that financial pressure had caused them mental stress.
Workplace programmes work
Workplace programmes work
What our clients say
What our clients say
Great team, very good practical advice, always there to help out when situations change. Highly recommend them if you want to take managing your finances seriously, and everyone should!
GrantProduct Development Director
Their advice has helped to get us to a better financial position, no two ways about that, and it’s going to have an effect in the future too, which will pay off.
Mike
Project Manager
Their advice has helped to get us to a better financial position, no two ways about that, and it’s going to have an effect in the future too, which will pay off.
Everyone in their team we have dealt with has had the highest level of professionalism and integrity.
Nikki
Business Development Consultant
Everyone in their team we have dealt with has had the highest level of professionalism and integrity.
Working with SurePlan has helped to move us along to get the things we need to do ticked off and done. Well worth investing the time in.
Cameron
School Teacher
Working with SurePlan has helped to move us along to get the things we need to do ticked off and done. Well worth investing the time in.
It’s given us a feeling of real security. Getting advice from professionals like these is one of the best things that you can do for your financial future.
Richelle
Financial Analyst
It’s given us a feeling of real security. Getting advice from professionals like these is one of the best things that you can do for your financial future.
Sound advice and the start of what could be life defining decisions. Easy to deal with and good people.
Alistair
Marketing Director
Sound advice and the start of what could be life defining decisions. Easy to deal with and good people.
Since sitting down with SurePlan and talking about our finances we now have a far better awareness around money issues.
David
Risk Manager
Since sitting down with SurePlan and talking about our finances we now have a far better awareness around money issues.
SurePlan has given us invaluable information and explained things clearly and in a way that has given us the confidence to say, “let’s go ahead and do that.
Carla
Interior Designer
SurePlan has given us invaluable information and explained things clearly and in a way that has given us the confidence to say, “let’s go ahead and do that.
It feels really good to deal with people that want the best for us and our future.
Jill
Photographer
It feels really good to deal with people that want the best for us and our future.