We're leading the future of financial wellbeing at work across Australia.
My Money Circle matches each employee to their own team of financial experts, reducing individual financial stress and boosting confidence about the future.
Money Worries are a Critical Workplace Issue
Financial wellbeing has become a critical issue for employers, with diminishing financial health now posing a significant risk to your bottom line.
Financial stress is costing Australian businesses $31.1 billion annually in lost productivity, with financially stressed employees:
- taking an average of 2.5 extra sick days per year due to financial worries
- losing an estimated 12 hours per week to presenteeism (an ~ 30% productivity loss)
This decline in productivity triggers a chain reaction across your business, leading to inefficiencies, escalated costs, and increased turnover, all of which jeopardise your revenue and profitability.
Australian employees are worrying themselves sick about money.
48% of Australia's workforce worries about their finances, with more than 1/3 saying their financial situation is a major cause of stress. *
Financial stress impacts your employees' work performance and can affect the mood and culture of the entire workplace.
They're also 2.2 times more likely to look elsewhere for a job, and 76% agree they would be attracted to another company that cared more about their financial well-being.
*Source: Australia: a wealthy nation, feeling unwell. NGS Super, Money101 Report 2024
Comprehensive Financial Coaching for Every Life Stage
Our qualified financial coaches can help your employees, and their families navigate their finances through every life stage.
We'll help support you and your people 1-to-1 with:
- Building an emergency fund
- Mortgage advice
- Dealing with debt
- Planning for a family
- Planning to buy a home
- Plans to start investing
- Understanding their retirement plans
- Building a personal budget
- …….And everything in between!
Support your employees with their own dedicated financial coach and a circle of financial experts with the exact help they need, when needed.
Build a More Resilient Workforce and a Great Place to Work
Create a workplace where employees thrive by addressing financial stress and supporting mental health, making your organization an employer of choice.
My Money Circle can help your organisation stand out from the crowd & become an employer of choice by:
- Enhancing your EVP
- Boosting Employee Engagement & Satisfaction
- Support mental health and wellbeing
- Reducing financial stress of major life transitions
Your employees deserve more than a tool — we give them a
circle of support.
Our program offers highly personalised, professional expertise on all
money matters via our custom-built digital coaching portal.
Simple 3-minute registration for your employees
Every employee gets matched to their own professional financial coach
Simple to use tools, no employee training or integrations required
Complete support combining a simple financial health check, goal setting, budgeting and cashflow management tool.
We've made getting started with financial wellbeing,
simple
Typically, it takes months to launch a new wellbeing program or benefit offering.
We know that makes your life difficult and delays your people's access to the help and advice they need. So, we've made it
simple by doing the work for you.
- We provide marketing and promotional assets ready to deploy
- Company-specific communications strategy and launch playbook
- Your own analytics dashboard to see engagement and access reporting
- Monthly workshops with expert guests to promote My Money Circle to your teams all year round
Professional money coaching from qualified experts
Our financial coaches have experience as financial advisers and have financial planning qualifications.
With years of training and experience they provide the trusted guidance and support your employees need to build financial confidence and improve their wellbeing.
Our coaches don't sell financial products or make referral commissions, so there’s no hidden agenda—just care and passion for helping your people reach their money goals.
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A program with measurable ROI and results
Recent research has shown that the return for financial education initiatives is 3 to 1, or around $500 per employee in the first year alone.**
85% of employees say having access to financial wellbeing resources at work improved their positivity at work
92% of employees admit to feeling more in control and secure about their personal finances
4.9 out of 5 stars was the average rating for our wellbeing program compared to other wellbeing benefits at work
Money is personal, solutions should be too.
Ready to explore how My Money Circle can support your workplace?
Contact us now