Workplace Financial Wellbeing
Help your people build a brighter financial futurePractical financial education and personal support – delivered at no cost to your organisation. Money worries do not stay at home. They can follow people into the working day, affecting confidence, focus and the ability to plan ahead. A workplace financial wellbeing programme gives employees a trusted, practical place to start.
41%
of NZ households said their income was not enough or only just enough for everyday needs.55%
of New Zealanders worry about money daily or weekly.44%
of New Zealanders do not currently have an emergency savings fund.Support for every stage
Every employee has a different starting point. Sureplan helps people build knowledge and confidence across the financial decisions that shape their lives.Life’s bigger decisions
A first home, mortgages and personal insurance.Building the future
KiwiSaver, investing and retirement planning.More than a one-off workshop
Sureplan can partner with you throughout the year, complementing your wellbeing programme, onboarding and employee benefits across teams, locations and life stages.Practical workshops delivered online or in person.
Ready-to-use money content for staff newsletters and internal channels.
Onboarding support to help new employees establish strong foundations.
Employee benefit discounts on selected services.
Optional one-to-one support when an employee needs personal guidance.
A useful benefit, without another business cost
For employers, the programme adds practical value to wellbeing, onboarding and employee benefits – without asking managers or HR teams to provide personal financial advice. For employees, it offers clear education and a path to private support when they need it.A practical, year-round partnership
Support that fits your people. Flexible delivery, clear boundaries and a trusted path from general education to personal guidance.
How the programme works
A clear path from shaping the programme with you, to supporting individuals when they need it.Shape the programme
We work with you to select the topics, timing and delivery formats most relevant to your workforce.Deliver practical education
Online or in-person workshops turn financial concepts into clear, useful actions.Reinforce the learning
Newsletter content, onboarding support and employee benefits keep useful ideas visible throughout the year.Support the individual
Employees can choose a private one-to-one conversation when they need guidance on their own circumstances.Clear, confidential and accessible
Boundaries that make the programme easy to offer – and easy to trust.No cost to your organisation
Sureplan does not charge organisations for the programme. Employees can also receive free one-to-one advice on KiwiSaver, mortgages and personal insurance.Any fee is agreed before work begins
Holistic financial planning, estate planning or investment advice may involve a fee. If so, the scope and cost are explained clearly before the employee decides whether to proceed.Confidentiality is built in
Workshops provide general financial education. Optional one-to-one sessions are private and based on the employee’s circumstances, concerns and goals. Personal information is not shared with the employer without permission, subject to legal obligations.What workshop attendees tell us
After a workshop, attendees say they:Have clearer financial goals.
Can make better debt decisions.
Know more about making their money work harder.
Feel better equipped to make decisions for their financial future.
Organisations we have worked with
FAQ
Answers to common questions about workplace financial wellbeing.- Sureplan’s workplace financial wellbeing programme can include online or in-person workshops, newsletter content, onboarding support, employee benefit discounts and optional one-to-one guidance. We tailor the topics and delivery format to the needs of your people.Support can be delivered throughout the year rather than as a one-off presentation, allowing the programme to complement your existing wellbeing and employee initiatives. Workshops can address everyday spending, debt, mortgages, KiwiSaver, insurance, investing and retirement, while newsletter content reinforces useful ideas between sessions. New employees can receive guidance during onboarding, and private one-to-one appointments give staff somewhere to discuss personal financial questions when they need additional support and confidence.
- There is no charge to your organisation for the programme, and employees can receive free one-to-one guidance on KiwiSaver, mortgages and personal insurance. Any service involving a fee is explained clearly before an employee chooses to proceed.The programme is designed to make financial support accessible without adding another business cost or creating a financial barrier for employees. Workshops, workplace resources and initial personal guidance are provided at no charge to the organisation. Employees also pay nothing when considering advice on KiwiSaver, mortgages or personal insurance. Holistic financial planning, estate planning or investment advice may involve a fee, but the scope and cost are always confirmed in advance before work begins.
- Yes. Workshops provide general financial education, while optional one-to-one sessions give employees a private place to discuss their circumstances, concerns and goals. Personal information is not shared with their employer without permission, subject to legal obligations.This separation allows employers to offer a valuable workplace benefit without becoming involved in an employee’s individual financial decisions. During private sessions, employees can ask questions about cashflow, debt, mortgages, KiwiSaver, insurance, investments or other personal priorities. Recommendations are based on the employee’s own circumstances rather than the organisation’s interests. Information is handled confidentially throughout each stage of support and is only disclosed with permission or when disclosure is required by law.