Financial Wellbeing for Early
Career Employees

MoneyHappy provides financial education, training and 1:1 coaching to help educate and inspire young professionals to thrive financially so they feel less stressed and happier in their job.

Financial wellbeing is more important than ever

41% of Millennials and 46% of Gen Z are stressed all or most of the time with the majority citing their financial future as a significant source of worry.Reference Deloitte Global Millennial Survey Report 2021

Financially stressed employees are less engaged at work and are more likely to underperform and take additional time off.

2.2 x

They’re also 2.2 x more likely to look elsewhere for a job

76%

agree they would be attracted to another company that cared more about their financial wellbeing.

Reference PWC Employee Financial Wellness Survey 2022

MoneyHappy is helping forward-thinking companies stand out from the crowd & become employers of choice in their industry.

  • 65% of Gen Z and 61% of Millennials believe their employers have a responsibility to help improve and maintain their financial wellness – Reference TIAA Financial Wellness Sruvey 2022
  • 65% of Gen Z say they ’re looking for jobs to include financial wellness training as an added benefit. – Reference TIAA 2022 Financial Wellness Survey
  • 72% of employees say “financial planning tools’ to help them understand their options and achieve their financial goals is a must have or nice-to-have benefit. -Reference MetLife Financial Wellness Report 2019

Create a better employee experience
by improving financial wellbeing

We’ve developed a strategic approach to financial wellness that works, created by financial professionals and tailored to the needs of your early career employees.

With our clever combination of self-paced education, group training and professional financial coaching, your people can now access the expert support they want and need, from wherever they choose to work.

Financial Wellbeing Benefits are a Win Win
for your business and your employees

MoneyHappy's mission is to provide graduates & early career employees the opportunity to fast track their financial successes in life, by helping them to be confident money managers.

In turn we help you create financially secure leaders ready to grow your business, who are less stressed, more secure & happier at work.

Improve financial wellness and
drive loyalty and retention

Targeted financial wellbeing benefits allow your company to demonstrate a truly supportive wellbeing culture, one that cares about your people outside of work, enabling you to attract and retain the next generation of organizational talent.

Employees who are on track with their financial goals are more ….

Happy

Satisfied with the job they have now

Committed to their organization

We support your employees to build confidence with

  • Building an emergency fund
  • Understanding superannuation
  • Creating a budget
  • Managing their income & expenses
  • Dealing with debt
  • Saving to reach their goals
  • Plans to start investing
  • …….And everything in between!

With professional coaching from
qualified experts

Our financial coaches have experience as financial advisers and have financial planning qualifications. With years of training and experience they provide the trusted guidance and support your employees need to build financial confidence and improve their wellbeing.

Our coaches don’t sell financial products or make referral commissions, there’s no hidden agenda - just care and passion for helping your early career employees become confident money managers.

Multi-solution wellbeing program that’s
simple & effective

  • Simple 1-step sign up process
  • Engaging year-round program including video lessons, webinar trainings, group workshops & 1:1 financial coaching sessions
  • Stand alone platform with no integrations required
  • Digital tools access with financial health checks, account connections, goal tracking, budgeting tools & cashflow reporting
  • Marketing materials to promote & integrate MoneyHappy financial wellbeing into recruitment, orientation & onboarding

We help you create an outstanding
wellbeing
experience

85% of employees say having access to financial wellbeing resources at work improved their positivity at work

92% of employees admit to feeling more in control and secure about their personal finances

4.9 out of 5 stars was the average rating for our wellbeing program compared to other wellbeing benefits at work

Professional help with a personal touch.

Our promise to your employees is security, privacy, and a supportive, inclusive environment to learn & talk
about money. Our platform and solutions are:

Confidential

We do not ever sell employee data and any information shared with our team is treated in accordance with privacy laws.

Independent

Our financial coaches are qualified financial experts who are impartial, with no products or services to sell and no referral commissions paid.

Licensed

Our AFSL means your staff have qualified and professional guidance around their financial wellbeing.

Ready to explore how MoneyHappy can
support your team?