WORKPLACE FINANCIAL WELLBEING
WORKPLACE FINANCIAL WELLBEING
Increased engagement and reduced employee turnover are important but rank below ‘doing the right thing’ as the key reason employers tell us are focusing on workplace financial wellbeing programs.
Companies we’ve worked with
Our workplace Financial wellbeing programmes are designed to empower employees to make positive steps towards building a brighter future.
Personal financial wellbeing and organisational performance are connected
-
72%of organisations believe employee financial education will be of benefit to them
-
46%of employees worry about their finances
-
83%of employers say money problems interfere with productivity
-
20hrsa month lost to sorting out personal finance worries
-
58%of employers report “financial illness” drives absenteeism
Workplace Wellbeing
Workplace Wellbeing
Health and wellbeing workplace programs are shown to benefit both employers and employees.
For most organisations once they have looked at areas like Resilience, Stress Management and Nutrition have Financial Wellbeing on the radar. They realise that positive financial wellbeing tends to support many other areas of wellbeing and that is good for everyone.
For the employer
-
- Better staff retention
- Stronger employer/employee relationships
- Increased loyalty
- Reduced sick leave & absenteeism
- Improved health & wellness of workers
- A happier, more resilient workforce
- More engaged staff
- Increased performance
- Competitive edge in the marketplace
For the employee
- Improved job satisfaction
- Better knowledge of positive financial behaviour
- Improved mental wellbeing
- Increased morale & connection
- Better mental health outcomes
- Stress reduction
- Better quality of life
- Expert advice from Authorised Financial Advisers
“SurePlan’s financial wellbeing workshop was well presented and I received very positive feedback from the team. The content was both relevant and delivered in a way that was easy to understand. This was the first time we had had anyone in to speak about making progress with personal finances and the team really appreciated it. I can happily recommend SurePlan as they did a great job and were easy to work with.”Rebekah BlakePeople and Culture Business Partner Baycorp NZ
of employees say that they WANT financial education
of employers feel a financial wellbeing programme is “the right thing to do”
of employers want to improve employee engagement
Our approach
We partner with you to provide the level of programme that fits with your organisations wellness programme.
Who
Programmes are tailored for groups of employees at all organisational levels. For group events we find it most useful for participants to be grouped by similar interests like buying a first home, paying down their mortgage or being ready for retirement.
What
We can provide online learning resources, webinars, seminars and one on one coaching.
Organisational Purpose
To better the lives of New Zealanders, to inspire positive financial behaviours that get results.
Our outcomes for participants
To be empowered to make choices and take actions that improve their financial position and reduce stress.
Our outcomes for organisations
To positively impact workplace culture while reducing staff turnover as a part of their ongoing wellness programme.
Early signs from those companies that have initiated a holistic and fully integrated financial wellness programme have been encouraging, with measurable improvements in areas such as cash and debt management, savings, risk management,
PWC
Online learning resource and programmes
Gain your team access to MyFinancialRoadmap an online learning platform co created by Massey University and SurePlan Financial. This self paced online learning programme forms part of Massey University’s financial planning papers and is available to partner programmes participants.
Webinar & Seminar events
Events can be on a variety of topics ranging from quite general to very specific in nature. We can provide solutions that are ‘off the shelf’ or highly targeted to specific workforce needs.
An event is an excellent choice for any organisation looking to implement financial wellbeing.
- Sixty minutes
- 10 – 35 attendees
- All materials provided
- Key financial concepts
- Fun and interactive
- Actionable tips
- A range of levels to suit your team
- Group level feedback for organisation
One on one
Participants can opt into a personalised planning process. This is very needs dependant and usually this is at the participants own cost.
Where there is specific need some organisations may engage us to work with individuals and their families on a one on one basis.
We were all very impressed by the workshop presented by John, he was most accommodating to both the start/end time and the audiences’ interests. What may seem as a daunting subject to many, John made very palatable and engaging through his expertise and humour. We have already been asked by many if we will be getting John back in to take another session. We hope to have John join us again in the near future and would highly recommend this workshop to other organisations encouraging financial wellbeing in their workplace.
Anteisha O’ConnellToi Tangata (People & Culture)
Te Rūnanga o Ngāi Tahu
Workplace programmes work
Workplace programmes work
Contact Us
Contact Us
There’s no time like the present and we are happy to answer any questions you have in order to assess if we could be the right fit for your organisation. Click edit button to change this text.
John was well presented, enthusiastic and prepared. Our staff thoroughly enjoyed John’s presentation and gave feedback that the content was highly relevant and delivered with a good sense of humour. Most participants arranged a follow up with the SurePlan team and said they were excited by what they’d learnt. John was flexible around timing and it was obvious he’d considered his audience. We look forward to working with John and the SurePlan team in the future and would highly recommend to any business wanting to support the financial wellbeing of their people.
Ashley ParkerPeople & Performance Manager
Colliers International