Keep me in the loop

As one of the largest corporate super advisors in the country, we assist employers with engagement around benefits, wellbeing and financial guidance.

Email: contact@tfwg.com.au

Phone: 1300 008 394

Address: 5.04/157 Walker St, North Sydney, NSW, 2060

Disclaimer

The Financial Wellness Group and its advisers are authorised representatives of Fortnum Private Wealth Ltd, ABN 54 139 889 535, AFSL 357306.

Any information on this website is general advice and does not take into account any person’s objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision.

Always obtain a Product Disclosure Statement (If applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

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Making Financial Stress

History

Benefit Engagement & Benchmarking

Employee Guidance & Education

Benefit Onboarding & Management

99
Years

Benefit Project & Consulting Services

Assistance with:
  • Superannuation Benefit Benchmarking

  • Superannuation Benefit Market Reviews

  • Transition Management

  • Super Benefit Consulting

  • Engagement Consulting

  • Employee Benefit Onboarding

We work with you to ensure that your superannuation and benefits are fit for purpose and you achieve effective engagement. We look to ensure that you are partnered with benefit providers dedicated to providing strong financial outcomes for your employees.

Employee Financial Wellbeing & Guidance

Financial Education
  • Employee Financial Guidance

  • On site Seminars and Workshops

  • Individual Employee Consultations

  • Educational iPad Workshops

  • Educational Campaigns

  • Employee Case Management

Focusing on improving their financial wellbeing, services are delivered through a series of on site and digital methods. Your employees will have multiple opportunities across the year to engage personally with our financial guidance team.

24%
We are transitioning from one benefit provider to another and need help!
How do you improve engagement with your
employees?
What is financial 
mentoring and how can it help my employees?
 

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