Workplace Financial Wellbeing

We can't expect our employees to bring their "best self" to work if they are carrying the heavy burden of money worries. Whether it’s the stress of debt, the complexity of retirement planning, or the anxiety of being one pay check away from a crisis, if a team member is worried about their finances then their focus, productivity, and engagement suffers. By supporting your team with their financial wellbeing, you aren't just helping employees with their bank balances; you’re also building a happier, healthier, and more resilient workforce.

The best part? Our comprehensive Financial Wellbeing program is delivered at no cost to your business.

Our Proposition: Tailored Education & Personal Guidance

We don't believe in "off-the-shelf" presentations. We provide a blend of group education and private 1-2-1 guidance, delivered in-person at your offices or virtually, specifically tailored to the demographics and needs of your staff.

Our Process:

Discovery & Insights: We start by listening. We consult with you and use anonymous employee surveys to identify the real concerns within your team - whether that’s budgeting and debt management for junior staff or complex retirement and inheritance planning for senior leaders.

Tailored Group Sessions: Based on our findings, we deliver engaging workshops at a time that suits your business. We break down complex topics into actionable steps, cutting through the noise of the financial world.

Private 1-2-1 Consultations: Education is the first step, but personal application is where change happens. We offer private "drop-in" days at your office or bookable virtual slots where employees can discuss their specific concerns in total confidence. Please note that private consultations are without obligation but may result in a cost to the employee. 

Seamless Onboarding: We help your new hires hit the ground running. A new benefits package can be overwhelming; we sit down with new starters to explain their pay structure, how your company pension works, insurance and any other benefits, ensuring they feel valued from day one.

Ongoing Partnership: Financial wellbeing isn't a "one-and-done" event. We provide ongoing support through quarterly or bi-annual check-ins to keep your team on track as their lives and the economy change.

The Benefits to Your Business

By partnering with Frontier Wealth, you are providing a premium employee benefit that yields tangible results:

  • Higher Engagement: Employees feel supported and valued by an employer that cares about their life outside the office.
  • Reduced Absenteeism: Fewer "financial sick days" and reduced stress-related leave.
  • Attraction & Retention: Stand out in a competitive job market with a sophisticated wellbeing package.
  • Financial Confidence: A team that understands their benefits is a team that fully utilizes them, increasing the ROI on your existing benefits spend.

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.