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Benefit Administration


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.


  • On demand access to financial education modules and workshops.

  • Streamlined Booking system – Employees will be able to book in for seminars, workshops or one on ones. 


  • 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.



  • Capture benefit nomination and communicate to payroll and benefit providers

  • A tailored and company branded experience 


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.

How can I use TFWG's
innovations to make a difference in my business?
What would be the experience of my employees working
with TFWG?
We are considering a market review of our benefits, how can
TFWG assist?

Request a call back

Keep me in the loop

As one of the largest corporate super advisors in the country, we assist you in developing and implementing a set of market leading benefits for your employees.  

Email: contact@tfwg.com.au

Phone: 1300 008 394

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


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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