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.

© 2019 The Financial Wellness Group  |  Privacy Policy  |  Terms & Conditions  |  FSG - 

Our Services

 

Benefit Administration

Services

Onboarding and benefit management.

Benefit

Consulting

Market reviews and benchmarking.

Engagement &

Financial Wellbeing

Financial education and guidance for employees.

Benefit Consulting

Benefit reviews and benchmarking.

The Financial Wellness Group work with your business to ensure that superannuation and benefits are market leading and achieve the engagement you seek. Creating partnerships with benefit providers dedicated to providing strong financial outcomes for your employees, our consulting services will ensure your benefits and employee experiences continue to be best in class.  Increasing competition to attract and retain high quality employees also means that staying competitive requires a constant focus on your business benefits & wellbeing proposition for both potential and current employees.

 

The Financial Wellness Group provides expertise and knowledge in employee benefit consulting, with our services focused on your employee benefit spend through a cadence of Benefit Benchmarking, Market Reviews and Process Improvement Projects. This ensures that your benefits not only remain competitive, but also continue to align to your values, culture and business objectives.

We can help with:

  • Superannuation Benefit Benchmarking

  • Superannuation Benefit Market Reviews

  • Transition Management

  • Super Benefit Consulting

  • Engagement Consulting

Considering a review?

  • Has your business been with your default provider for more than 3 – 5 years?

  • Are you interested in reviewing superannuation arrangements, including cost, performance and insurance?

  • As an employer, do you feel confident that your recommended default superannuation fund is market leading?

 

Core Administration Services

Superannuation Onboarding
We are an extension of your
HR and benefits team.

Our Core Administration Services enables your business to efficiently manage the delivery and communication of employee benefits to all employees. Our Services facilitate clear and accurate communication between your business, employees and the various employee benefit providers utilised by your organisation.

 

Superannuation Guidance

 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.

Our experienced Financial Guidance team are on hand to provide targeted general advice via phone and email. As educators and personal mentors to your employees, we aim to guide them through your benefit offerings and how they can get the most out of them.

 

Employees will have a dedicated point of contact from the moment they onboard to assist with their superannuation, insurance, general financial and wider benefit needs.
 

 

Engagement & Financial Wellbeing Services

The Financial Wellness Group will work with your business to tailor a plan of engagement & financial wellness education designed to inform and empower your employees. Starting with superannuation we partner with your business via our core engagement & financial wellbeing programs to assist employees better understand company funded benefits, providing the guidance to engage with & ultimately confidence to act on securing their own financial future.

 

Delivered through a range of onsite and digital methods such as group educational seminars, interactive financial workshops and or personalised individual consultations your employees will have multiple opportunities to engage directly with our experienced guidance team.

Seminars

An engaging series of seminars to help change employees perspective and attitude towards their finances. These sessions are great building blocks to begin the engagement process, the main precursor to creating positive financial change.

iPad Workshops

Interactive sessions where financial concepts are introduced in a presentation format, supported by iPad applications for attendees to model out what they learn with their own data. This provides real world context to financial principles and highlights areas that require special attention.

One On One Sessions

Employees can book guidance consultations to have an opportunity to learn more from our qualified benefit consultants about topics that they need assistance with. The topics range from superannuation, understanding benefit plans, personal insurance cover and investments.

 
How can I utilise TFWG services to create outcomes for my company?
 
How does TFWG
make decisions
and what are their values?
 
Why is financial 
stress our core focus and how can we help you?
 
 

Request a call back

  • LinkedIn - White Circle
  • White Facebook Icon
  • White Instagram Icon