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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Solutions & 

Technology

Our Services

The 3 categories where we add value. 

Our Innovations

Our Technology innovations

Our Services

 
Benefit Consulting

We work with you to ensure that your superannuation and benefits are fit for purpose and you achieve effective engagement.

We work with you to ensure that you are partnered with benefit providers dedicated to providing strong financial outcomes for your employees. Our consulting services assist you to ensure your benefits and employee experiences continue to be best in class..

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Working Together
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Benefit Administration Services

Our Core Administration Services enables your business to efficiently manage the delivery and communication of employee benefits to employees.

 

Our Services facilitate clear and accurate communication between your business, employees and the various employee benefit products utilised by your organisation.

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Brainstorming Session
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Engagement & Financial Wellbeing Services

We work with you to build out an engagement plan of activities designed to inform and empower your employees. 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.

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People Gathering in a Meeting Together
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Our Innovations

Archetype Tool

The Financial Wellness Group has developed a Financial Archetype Tool, that provides the metrics to help employers better understand their people, offering an insight into how their workforce engages with their personal finances.

Benefit Management Portal
iPad Workshops

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.

We have developed our own series of interactive workshops on key areas of personal finance. Attendees are supplied with customised software on iPads to model their own circumstances and identify how they can reduce financial stress. 
 

 
Can I improve the 
benefit onboarding
process for new employees?
 
How can i use TFWG innovations to measure
ROI?
 
How can TFWG help me create a service plan for my benefit strategy?
 

Request a call back

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