Financial wellness platform for your employees with special offers 

Managing personal finances is the number 1 stress in your employee’s lives. This often-overlooked aspect of employee wellness has a significant impact on mental health as well as workplace productivity. With almost 75% of employees looking to their employers to provide more for their financial wellness, it is critical for employers to provide the right expertise and support in this area.

Financial Wellbeanz offers a digital platform designed to help employees with their finances. Our team of regulated, accredited financial advisors are ready to help, and the platform is accessible 24/7. We run online seminars throughout the corporate calendar to help your teams stay on top of their financial wellness and become better informed on the key issues.

By bringing our solution to your employees, we can help them on their financial education journey in a way that works for them.

Financial wellness will help your teams by boosting morale, improving employee retention, and increasing productivity.

Our platform covers a wide range of financial wellness tools and solutions that are now available to Institute Members. Our platform is built on three principles:

• Breadth of solutions: We cover wellness, mortgages, protection, financial planning, tax, car & home insurance, budgeting;
• Independent advice: We offer a whole of market advice to ensure best possible outcomes;
• High tech, high touch: Online 365/24/7 with accredited advisors on hand to provide one-to-one regulated, expert advice.

Special offers: Our services and associated offers are listed below*:

*Terms and conditions

• All employees must be a registered company and register on the Financial Wellbeanz platform 
• Cannot be used in conjunction with any other offers.
• Acceptance and normal underwriting criteria apply.

Have a query?

If you have a query, please refer to our Support & Services page and contact the relevant department with your query.