Leading companies know financial wellbeing helps your people and business thrive.
Financial wellness is paramount to our general wellbeing, however the skill sets we need to thrive financially are not a part of our formal education.
Young people are given a structured learning & development pathway to help drive success in their careers. No such pathway exists for the development of the financial management skills needed to turn their income into their goals, until now.
Together we create real results for your employees
Employers are uniquely positioned to assist their employees build their financial confidence & capability, with educational resources, financial training & coaching aligned to their career goals.
Our successful approach to improving the financial wellbeing of your young team helps you nurture and retain top talent and shows a return on investment by supporting their total wellbeing.
Meet our experienced founders
With nearly three decades of combined experience across graduate recruiting & consulting and financial services, MoneyHappy's founding team brings a wealth of expertise and insights to building & running successful early career programs in financial wellbeing.
Blair Whitehead
As Group CEO of Proforce, a sister company to MoneyHappy, Blair has worked with over 1500 corporate partners to place over 15,000 graduates on their career path since 2004.
His deep knowledge of the early career candidate market provides unparalleled insights into the unique challenges employers face from a talent attraction & retention perspective when hiring & building early careers teams.
Rebecca Maher
As managing director of MoneyHappy, Rebecca has over 12 years experience in the financial services industry, across financial planning, coaching & advisory roles. Rebecca brings a wealth of financial management experience and in 2019 was a finalist in the AFA’s Rising Star Financial Services Awards.
Her expertise in money coaching and experience in designing targeted financial wellbeing solutions for the millennial & Gen Z age groups, ensures MoneyHappy's programs are high value employee experiences that generate lasting results.
By providing your employees with financial wellbeing support
during their early career period you can . . .
1. Improve the financial wellbeing of teams for life
Helping your employees build life skills in the area of personal financial management will set them & their families up for future success.
2. Resolve the negative impact of
financial stress on your business by catching it early in your future talent
The estimated annual impact of financial stress on Australian employers is $47 Billion. Coaching your early career talent to become confident money managers and better financial decision makers will help alleviate the impact of financial stress on the businesses bottom line in years to come. - Reference - Gallagher Employee Financial Confidence Survey 2020
3. Improve retention & attraction of
talent by positioning the business as an employer of choice
81% of millennials want to work for a company that cares about their
financial wellbeing. - Reference PWC Financial Wellness Survey
4. Foster a workplace culture of happy, successful &
motivated employees in high performing teams
Employees who are on track with their finances are happier, more satisfied with their current
job and more committed to their organization than those who are not.
5. Improve productivity and engagement at work
Financial stress creates distracted and disengaged employees. Financially confident employees who understand the connection between their contribution to your organization and their own personal goals are more motivated and inspired to perform.
6. Support return on investment into related areas of employee wellbeing and experience.
34% of employees say that financial stress/money worries in the past year have had a severe or major impact on their mental health. Including financial support in your wellbeing strategy can support your mental health and diversity and inclusion initiatives as you relieve stress and promote more equitable outcomes by democratizing access to financial education and guidance among your employees.
Reference PWC Financial Wellness Survey 2022
