Your current attitudes to money could be dictating your overall financial success - understanding this could improve your fortunes forever. Becoming more financially literate improves your chances of becoming a better money manager - better at choosing financial products, keeping track of finances, and staying informed.

Want To Know More?

The Your Financial Wellness program can give your fund a best-in-class online and mobile solution to help you to educate, engage and connect with members anytime, anywhere.

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Our latest videos:

Understanding inflation

Risk and Return

Budget Planning

Cyber Security 101

How to actually achieve your financial goals

7 Life Hacks to Save Money

How to start building an emergency fund

How Our Program Works

1. Get to Know You

We understand that everyone is different – that’s why we developed the Financial Fitness Check-up. This powerful diagnostic tool will identify areas where small changes you make today can have the greatest financial impact in the future.

2. Action Step Program

These on-demand tutorials have been designed to put you in control, so you can systematically achieve your financial goals and priorities at your own pace.

3. Members Dashboard

Track your progress via our intuitive and interactive Members dashboard. The platform works on all desktop and mobile devices so you can get involved wherever and whenever it suits you.

4. Customised Reports

Actively managing your finances is key to reaching your goals. And at each stage, we’ll give you jargon-free feedback about your progress.

Want to know more?

The Your Financial Wellness program is a best-in-class online and mobile solution available to organisations who want to educate, engage and connect with their employees or members.

Click here to request a demo

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