The Financial Wellness Group

The Financial Wellness Group is a people-focussed, technology-led employee benefit service with a unique offering. Through our financial wellness programs, we support our clients and their employees by helping transform attitudes towards personal finance. In so doing, we aspire to create a more efficient, profitable and ‘well’ workforce for our clients. Through extensive research, we have uncovered the highly prevalent issue of financial anxiety and its adverse effect on business profitability. This research forms the basis of why we have chosen not only to provide corporate superannuation services but also a more holistic philosophy of ‘financial wellness’. Unlike other advisers, our focus is very much on a broad range of people needing financial guidance, not on the select few who can afford personal advice. This approach allows us to focus on taking care of our clients’ entire workforces. ------- • Our vision is to make financial anxiety, history. • Our mission is to financially empower every Australian to dream, plan and enjoy their future. • Our ambition is to see all Australians become financially well. This means individuals being confident that they can fully meet all their financial commitments whilst feeling secure and in control. Through knowledge and tools they will be able to dream, plan and have freedom of choice.