We all know financial wellbeing is about more than numbers, right?
Our coach approach puts human needs and experiences first. This allows us to deliver personalised guidance, ensuring that everyone receives the support they need to thrive.
Our Brand
Just as a circle is a continuous, unbroken line that comes full circle, providing complete and ongoing support, My Money Circle offers a holistic approach to financial wellbeing.
We ensure that employees have access to the full spectrum of financial guidance they need—covering every stage, challenge, and opportunity in their financial journey whether they are a starting their first job or preparing to leave the workforce altogether.
Like a circle, our support is continuous, wrapping around each employee, empowering them with the tools, knowledge, and confidence to achieve financial security and peace of mind.
Our Experience
Not everyone has the experience or expertise to deliver a solution like ours.
At My Money Circle, we pride ourselves on our professionalism and deep industry expertise.
Expertise
Our executive leadership team brings a collective 35 years' experience from the financial services sector, across financial advice, education, investing banking, executive leadership, and coaching.
Licensed
Operating under an Australian Financial Services Licence (AFSL), you can trust that we're meeting the highest regulatory and professional standards, giving your business and team the security and confidence they need.
Qualified
Our coaching team is not just qualified—they're passionate about guiding people to financial success, making sure your team gets the support they deserve every step of the way.
People First Approach
Digital tools are great, but most people want to talk to an expert. Our financial coaches are dedicated to understanding the unique financial situations and goals of each employee.
By focusing on personal stories and individual needs, we create a supportive environment where employees feel heard and empowered to make positive financial changes or to get the guidance they need to achieve their individual goals, without financial stress.
This human-first approach not only boosts employee morale but also enhances overall workplace productivity and employee satisfaction.
Full Circle Solutions
Money challenges don't come in just one shape or size, and neither do our solutions.
My Money Circle offers comprehensive guidance and support for a wide range of financial topics, including:
Mortgage Assistance
Helping employees navigate the complexities of home buying and mortgage repayments.
Budgeting
Helping employees navigate the complexities of home buying and mortgage repayments.
Superannuation
Ensuring employees understand their benefits & the steps necessary to prepare for a secure retirement.
Caring Responsibilities
Help & guidance for those managing the dual financial responsibilities of caring for children and aging relatives, putting pressure on finances.
Parental Leave
Guidance as employees deal with reduced income, increased expenses and concerns about future financial security.
Separation & Divorce
Support for employees navigating financial stress of legal costs, restructuring their financial lives often with reduced income & increased expenses.
Our professional team—our circle of experts—covers every aspect of individual financial wellbeing.
No matter the age or financial situation, we have the knowledge and experience to provide relevant and practical solutions.
Leverage Data-Driven
Insights
We don't just guess what's working—we measure it.
Our data-drivern approach allows us to track and report on team wellbeing, providing you with valuable insights into engagement levels, wellbeing metrics, and areas of interest.
This means no more guessing games; you can build out your financial benefit offerings based on real data, ensuring support is directed where it's needed most and pass these insights onto your executive or board as needed.
An Experience Your Team Will Love
Our track record speaks volumes. Here's how we've already made a difference with our clients:
85%
of employees feel more positive about their finances
92%
of employees feel more in control of their finances.
4.9
out of 5 is the average session
rating
...and we're just getting started!
With Ongoing Support
We believe in the power of community to drive financial wellbeing outcomes at individual,
company and societal levels.
My Money Circle works closely with managers and leaders to support the practical side
of implementing financial wellbeing programs. We help with conversations, integration, and ongoing
support, ensuring that your team feels backed every step of the way.
We're building the largest community of organizations working on supporting employee financial
wellbeing Australia wide.
Together we can help support better financial wellbeing locally and globally, one workplace at
a time.
The My Money Circle Advantage
Choosing My Money Circle means choosing a partner committed to your team's financial health and a movement to make financial wellbeing a corporate priority, Australia wide.
Our comprehensive, personalized approach ensures that every employee can navigate their financial journey with confidence and support.
We stand out as a partner of choice because we don't just offer solutions—we build lasting relationships and foster a culture of financial wellness within your organization.
