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Employee Financial Wellbeing Programs

Staff in a boardroom

Human Resource Managers and company Directors should be aware of the link between their employee's financial wellbeing and their job performance. Staff that have poor financial security and freedom are more likely to:


  • Experience financial stress which can significantly impact an employee's ability to focus and perform effectively at work.

  • Be absent from work due to stress and anxiety.

  • Engage in conflicts of interest or breach company policies when incentivised financially to do so.


In 2024, we are seeing extremely elevated levels of financial stress as inflation and interest rates rise at levels far beyond salary increases.


So, what can Human Resource Managers and company Directors do to improve the Financial Wellbeing of their staff?


At Source Wealth, we offer Financial Wellbeing Programs directly to businesses.


These are typically scheduled during a lunch break as a 'lunch and learn' session. Think of it as a 'Financial Planning 101' session which covers all of the important things to help people improve their financial literacy and wellbeing. The topics typically include:


  • Goals Planning

  • Cashflow management tips to help save more each pay-packet

  • How to decide where to allocate savings (for instance, into savings, investments, debts or superannuation)

  • Life Insurances (and income protection)

  • Estate Planning

  • Employee Share Schemes (for certain industries)

  • Salary packaging (for certain industries)

  • Succession and retirement planning (for certain industries)


Through these Financial Wellbeing sessions we can help ensure staff have a base level of financial literacy and an impartial professional to turn to for help.


If you think your staff could benefit from this service, reach out at michael@sourcewealth.com.au



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©2023 by Source Wealth Pty Ltd. 

Authorised representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735

Australian Financial Services License 229 892

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The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice.  We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the our website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. 

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