Wealth at Work

Wealth at Work is a financial guidance programme delivered via the workplace to employees.

Workplace Wealth
KiwiSaver for Employers

The Programme


Wealth at Work is designed to help employees make informed financial decisions improving the probability of their achieving financial independence.


The programme is comprised of confidential financial surveys, interactive financial planning workshops covering financial topics like debt management and wealth accumulation, plus access to Authorised Financial Advisers for confidential financial advice.

 

Wealth at Work for Employees

The Wealth at Work programme offers you as an employee the opportunity to gain the knowledge necessary to take control of your finances and financially prepare for retirement and beyond.


To help you achieve this we explore three key areas:

  • Wealth Accumulation - Plotting the path to building wealth. Taking into account your current financial position, we look at where you want to be at retirement and a practical approach to get there. In this stream we also cover KiwiSaver and debt management.
  • Retirement Income Planning - Ensuring the alignment of retirement wealth and goals. Once you are in retirement, managing your wealth to enable you to enjoy the lifestyle you planned towards.
  • Key Risk Management - Calculating and minimising your ‘event’ risks. Ensuring that you have appropriate risk management in place to mitigate the risk of not achieving the objectives set out above as a result of unexpected events.

To learn more about the programme and how it can help you gain the financial knowledge that you need for your future, click here

 

Wealth at Work for Employers


The Wealth at Work programme is designed to help your employees make superior financial decisions improving the probability of them achieving financial independence.

To attract, motivate and retain outstanding people in the competitive New Zealand market, employers should aim to be an 'Employer of Choice' in their industry. Positioning your firm as an 'Employer of Choice' usually includes a commitment to the financial wellbeing of your employees.

 

To read our comprehensive research paper detailing the research behind the programme and how it can benefit your workplace, click here

 

For more information on the people who deliver the programme click here.