Your Financial Wellness - Services

Why use our platform?

Members who understand their finances are better placed to make effective financial decisions — this is the definition of financial wellness.

Members who are curious about their financial futures are more likely to:

Increase their voluntary super contributions
Resist early-withdrawal temptations
Make an active choice about how their super is invested
Plan for retirement, while living their best life now
Remain with the same super fund until retirement

The super industry is in flux, under constant pressure from regulatory change, increased competition, and market disruptors.

Members look to their super fund for clarity, more easily-accessible information and support as they build towards their financial futures.

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.

Email: info@yourfinancialwellness.com.au

How our program can help

More effective member interactions

Your Financial Wellness can help you deepen member relationships, and increase member engagement with relevant products. Powerful data segmentation informs marketing activity designed to help your members explore their options within your fund.

Data-driven insights

Our powerful back end system analyses and segments members based on demographics, member inputs and needs. Our analytics highlight engagement rates which can you can use to create cost-effective products, services and investment options.

Unlocking member potential

Combined with your existing member data we can help you unlock and qualify new opportunities to work with members to achieve their goals. You can use the insights gained to develop stronger member relationships as gaps and opportunities arise.

Results-focused communications

We develop regular communications under your branding, to ensure an ongoing conversation between your members and the investment opportunities available to them. It means you can redirect some of your communication resources towards other activities, like innovating to meet rising member expectations.

We’re committed to Security

Your information is always protected online and only accessible by you and anyone who has your permission. Your Financial Wellness follows top-industry practices to ensure your privacy and security:

Secure Technology: Your Financial Wellness follows top industry standards for transmitting sensitive financial data. Just like banks, we use 256-bit secure socket layer technology (SSL) so your organisation’s information is fully protected.
Data Protection: Your Financial Wellness’s data is housed 100% in Australia and is guarded 24/7. We understand how important top cyber-security measures are in protecting your data. Our servers are housed in facilities that use biometric checkpoints, multiple key lock entry and constant video surveillance.

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