A gamechanger for forward-thinking companies who want to
Providing 1-1 financial coaching to employees through a third party can be logistically complex.
That's why we built our own custom financial coaching platform — to streamline the coaching process and deliver seamless, personalized financial guidance directly to your team anywhere, anytime they need it.
Our Platform
My Money Circle offers a multiuser platform designed to provide comprehensive financial
wellbeing support for both employees and HR teams.
For Employees
Our platform provides a range of money management tools and educational resources, as well as access to a personal financial coach and a circle of financial experts who can assist with everything from day-to-day budgeting to long term wealth creation questions.
This ensures employees have the support they need to navigate their financial journey confidently and clearly.
For HR Teams
The platform allows for seamless management of employee accounts, including adding or removing users.
HR teams also have access to valuable organizational data and insights, enabling them to track engagement and measure the overall financial wellbeing of their workforce and for reporting to company stakeholders.
Our employer community is available for managers and HR teams to join and learn from our experienced team,
coaches and other members about what is working in the world of financial wellbeing at work.
How we can help your team
Transforming your team from stressed, isolated, and unproductive to empowered and supported within the myMoneyCircle community, here are some examples of the results we create for your team.
01 Lucas
24, navigating his first full-time role post-graduation.Financial Stressors:
Anxious about rising living ocosts, Lucas is flatting with friends, struggling to save while repaying HECS, and uncertain about how to start investing.How we helped
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Budgeting Guidance
We helped Lucas create a realistic budget that balances living costs, social life, and saving for the future. -
Debt Management Education
We provided strategies for repaying his HECS debt without overwhelming his finances. -
Investment Basics
We offered educational resources on the fundamentals of investing, including how to start with small amounts and the benefits of long-term investing.
02 Sarah
32, is starting a family.Financial Stressors:
She is worried about the impact on household income and rising expenses. She’s unsure when to start saving for school fees and how to manage the increasing financial responsibilities of raising a family.How we helped
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Financial Planning for Parenthood
We guided Sarah through budgeting for new family expenses and how to prioritize saving for future costs like school fees. -
Income and Expense Management
We provided tools and strategies to help manage household income and rising expenses. -
Long-Term Savings Education
We discussed the importance of starting early with savings and provided resources on different saving options.
03 Peter
45, recently promoted, now faces the dual challenge of health issues and new financial responsibilities.Financial Stressors:
He is unsure of how to be more active in his investments e.g. what are bonds and ETFs? He also has some private challenges to plan for that he does not want to share with his boss.How we helped
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Investment Education
We educated Peter on investment options like bonds and ETFs, helping him understand how to manage his investments more actively. -
Financial Goal Setting
We assisted him in setting clear financial goals that align with his new responsibilities. -
Confidential Coaching
We offered a safe space to discuss and plan for his private financial challenges without needing to disclose them to his employer.
04 Maria
55, recently separated, is now financially stressed and uncertain about managing her finances alone.Financial Stressors:
She's questioning if her super is sufficient for a comfortable retirement or whether to invest her settlement in a smaller apartment.How we helped
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Retirement Planning Resources
We provided Maria with information on evaluating her superannuation and how to determine if it's enough for retirement. -
Investment Options
We discussed the pros and cons of investing her settlement, including whether downsizing to a smaller apartment could be beneficial. -
Building Financial Confidence
We helped Maria gain confidence in managing her finances independently, empowering her to make informed decisions.
Getting your team started
Onboarding with My Money Circle is simple and quick.
Easy Onboarding
Employees can onboard in just 3 minutes via an invitation or a landing page linked to your company domain.
Personalized Matching
Each employee is matched with a dedicated coach based on their individual goals and priorities and given access to the financial experts they need.
Immediate Guidance
Once matched, employees can schedule a consultation with their financial coach immediately and start to work through what they need to achieve their financial goals, relieve money stress and get back on track with their day to day.
Employee Engagement
We ensure that your team remains engaged and supported throughout the year, and we have fun doing it!
Launch Support
My Money Circle handles the entire launch process, providing your organization with a comprehensive communications playbook and all the necessary assets to introduce our coaching offer to your team.
Ongoing Engagement
We run regular live, coach-led financial wellbeing sessions on various topics to keep engagement high and provide continuous support.
Regular Updates
We meet with your team regularly to review progress, engagement levels, and share insights on financial wellbeing trends and best practices.
Our Promise
We are committed to making financial wellbeing accessible and impactful for your entire organization. And driving results that create a better workplace, a better culture and better productivity among your workforce.
Our comprehensive platform, personalized coaching, and ongoing engagement ensure that your employees have the tools and support they need to thrive financially.
Learn why my Money Circle is best for your workplace wellbeing program.
Why My Money CircleLet’s not make this complicated. We can help.
Contact us today to get started delivering financial wellbeing at work.
Contact us now