Our
Innovations
Benefit Administration
Portal
Benefit Management and Employee Onboarding Solution
Diagnostic Application
Diagnose Financial Stress
Workshop Series
An interactive education experience
Archetype Tool
Diagnose Financial Stress
The TFWG Financial Archetype Tool provides metrics to help employers better understand their people, offering an insight into how their workforce engages with personal finances.
The tool can assist define how individuals interact with their finances using measures of ‘energy’, ‘openness’, and ‘literacy’. These three measures combine to form eight dominant financial personality archetypes. The survey allows employers to understand the financial mindset of their workforce based on the archetypes, how their employees want to be engaged, how their people compare to national averages, and potentially, how their workforce compares to other employers in similar industries.
As a result of the survey The Financial Wellness Group will customise its communication, tailoring the learning experience specifically to the eight archetypes and their unique learning preferences.
iPad Workshops
Interactive Sessions To Create Engagement
Engaging sessions giving attendees to get context of financial concepts modeling their own data and circumstances.
We have developed our own series of interactive workshops on seven key areas of personal finance. We focus on the ‘why’ and the ‘how’ as opposed to the ‘what’.
Attendees are supplied with customised software on iPads to model their own circumstances and identify how they can reduce financial stress.
Benefit Management Portal
Manage benefit, events & communications
The TFWG Company Portal is a cloud -based web application designed to streamline the management of the engagement process. It brings together the different elements of the service offering into a user-friendly destination for the benefit team to manage.
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On demand access to financial education modules and workshops.
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Streamlined Booking system – Employees will be able to book in for seminars, workshops or one on ones.
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Dynamic Engagement Planning – This will build on top of existing service plan functionality to allow schedule changes, edit or postpone/cancel services and define the delivery of these services across your organisation.
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Capture benefit nomination and communicate to payroll and benefit providers
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A tailored and company branded experience
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Benefit
Onboarding Portal
There’s never a better time to engage & set the cultural tone with employees than in their first days with the business. TFWG’s Employee Onboarding site will provide the business the tools to streamline the new entry process, creating heightened efficiencies for your HR team including automated benefits communication, superannuation choice and enablement together with a comprehensive data management system.
For your new & valued employees it will ensure the first days, weeks & month of a new entrants transition are simple, engaging and financially valuable, setting them up for a long and productive employment partnership.
