We believe financial wellbeing
is a journey, not a destination.
Together with physical and mental wellbeing, we believe financial wellbeing is essential in building a holistic wellbeing strategy at work.
When implemented properly, financial wellness solutions can be a rising tide, that lifts all boats, benefiting both employees and the company at large.

The best ROI is investing in the wellbeing of your employees
Thriving organizations rely on a healthy & thriving workforce.
Most organizational wellbeing strategies are designed to support and nurture the whole person that comes to work.
This is a challenging goal though for companies that can’t support and enable employees and their families to thrive financially.
Mental & Physical health are well accepted core pillars of an effective workplace wellbeing strategy, but financial ability and stability has a significant impact on overall wellbeing.
To truly empower your employees to work with a high level of energy, focus, and engagement, they need to be financially secure & well.
Here’s how we’re different from most
financial wellbeing providers

1. We don’t sell products, we solve problems
We are licensed to provide financial advice, and our coaching team are qualified financial experts. But we don’t sell financial products, services or advice to your employees. Instead we focus on providing the best education, training & coaching experiences we can to help your employees and business grow.

2. We are a people focused business
The reality is, people want help from people, especially when it comes to money matters. They want reassurance & support when it comes to their financial wellbeing and creating a plan to manage their financial world best. In fact ⅓ of your Gen Z & Gen Y staff are looking to talk to an expert about their personal finances as part of their employers financial wellbeing programs. - Reference - Gallagher Employee Financial Confidence Survey 2020

3. We bring consistency to your wellbeing strategy
To truly support the financial wellbeing of your employees and create lasting personal and organizational change as a result - continuity is key.
With support & guidance that’s tailored to the early career stage and available throughout the year - we can meet your employees where they are now and help them and your business navigate financial wellbeing needs all year long.

4. We provide expertise and independence
Money Happy is a corporate authorized representative of an Australian Financial Services Licensee. This means we are licensed & qualified to provide general advice & financial coaching to your teams.
Outsourcing your financial wellbeing programs provides your employees with confidence that their privacy is maintained and their information confidential, fostering greater engagement and results.

5. We take a results oriented approach
Whether you are problem focused or mission driven when it comes to bringing financial wellbeing improvements to your team - we work with you to define your goals and measure success. We understand every investment must show a return and work with you to define yours.
Interested to explore how MoneyHappy could support your employee wellbeing goals?
