Your Free Guide
Follow the steps in our guide to enhance your employees’ financial wellbeing and drive better workplace outcomes.
How to improve employee financial wellbeing
Financial wellbeing is a key pillar of overall employee wellbeing, directly impacting workplace performance.
With 70% of employees worrying about their personal finances during work hours, this concern is estimated to cost employers over $47 billion annually (Gallagher Consulting, 2024).
Strong HR leaders understand the importance of supporting their teams in gaining control of their finances—while also managing the broader HR budget effectively.
Wealth Maximiser
can help you
Our mission is to help everyday Australians improve their financial wellbeing and live the life they want with affordable, actionable and empowering financial planning advice.
We can help your employees understand their current financial situation, define what they want to achieve and understand the best way to get there with a simple year long action plan and 1-1 coaching from qualified advisers.
We offer a range of packages to suit every employer. Book an intro call to see how we can help your organisation.
Book an intro callDisclaimer
It’s important to understand that the guide tools are for guidance only and should not be taken as financial advice. Your actual results needs may vary based on personal circumstances, changes in economic conditions, and unforeseen expenses. We recommend consulting a qualified financial advisor to create a plan that meets your specific needs.
By downloading this guide, you consent to being contacted by us with relevant updates, offers, and additional information. We respect your privacy and will not share your information with third parties. You can opt out of communications at any time.
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Valid until 31 August 2024. T&C apply.
Wealth Maximiser Goal Setting Terms and Conditions 1. Wealth Maximiser is operated by NobleOak Services Limited ("NobleOak", "We" or "Our") ACN 112 981 718 AFSL 286798, Level 4, 44 Market Street Sydney 2000. 2. These Terms and Conditions apply to the offer of a complimentary Goal Setting call (Offer). By participating, customers agree to be bound by these conditions. 3. The Offer commences at 12:00 am (AEST) on 18 April 2024 and closes at 11.59pm (AEST) on 31 May 2024 (Offer Period). 4. This Offer is open only to permanent residents of Australia who are 18 years or over as at the date of payment. Both Wealth Maximiser and the Offer are unavailable to people who are: a. temporary visa holders; b. going through a marital or de facto relationship separation; c. experiencing a major medical episode or critical illness; d. earning less than $50,000 gross per year; or e. earning more than $500,000 gross per year (based on individual income). 5. Any information provided during the Goal Setting call will consist of factual information only. Before acting on any information received during the Goal Setting call you should consider whether it is appropriate having regard to your objectives, financial situation and needs. 6. Please view our Privacy Policy https://wealthmaximiser.com.au/page/privacy-policy for full details on how we handle your personal information. 7. For further information about Wealth Maximiser, please visit the Wealth Maximiser Terms and Conditions https://wealthmaximiser.com.au/terms-and-conditions, or the Wealth Maximiser website at https://wealthmaximiser.com.au. The information on the Wealth Maximiser website is of a general nature only and does not take into account your objectives, financial situation or needs. Before acting on any information on the Wealth Maximiser website you should consider whether it is appropriate having regard to your objectives, financial situation and needs.