Support your team's financial confidence.
Money is one of the biggest sources of stress for working Australians. A workplace financial wellbeing program gives your team practical education, structured advice, and the tools to make better decisions, designed around your people at every life stage.
- Programs tailored to your team and industry
- Delivered by qualified Australian advisers
- Workshops, 1-on-1 sessions, and resources
Financial stress does not stay at home.
- Money worries follow people to work, showing up in distraction, lower focus, and difficult decisions about super, insurance, and debt.
- Your team faces big financial choices on the job, from default super to salary structure, often with no support to make them well.
- A generic webinar or a printed leaflet rarely changes behaviour or feels like a genuine benefit to your people.
- Existing benefits and EAP cover plenty, but there is a clear gap around practical, plain-English financial education.
- Done well, a wellbeing program is not a one-off webinar. It is a considered employee benefit, built around your people and designed to leave your team better informed and more confident with their money.
Programs built around your team.
We mix and match the elements below to design a program that suits your team's size, locations, life stages, and the questions they are already asking.
Workplace workshops
Plain-English sessions on budgeting, super, salary structure, insurance, debt, investing, and pre-retirement, delivered onsite or virtually.
1-on-1 advice sessions
Optional, confidential personal advice sessions for employees who want guidance specific to their own situation, run by qualified advisers.
Onboarding briefings
Help new hires understand the financial side of their role, including super choice, default insurance, salary packaging, and reading a payslip.
Pre-retirement support
Tailored sessions for employees within five to ten years of retirement, covering super, transition strategies, and retirement income.
Lunch-and-learn modules
Shorter, focused sessions that fit into a working day, with single-topic deep dives such as first home, family finances, or investing basics.
Tailored education resources
Branded handouts, internal explainers, and on-demand resources your team can return to long after the workshop ends.
Multi-site delivery
Coordinated scheduling and delivery across teams, sites, and time zones, so distributed workforces get a consistent experience.
Ongoing review
We refine the program based on feedback and engagement, keeping the content relevant as your team and benefits change.
A simple process, from discovery to delivery.
- 01
Discovery
We work with HR or leadership to understand your team, your existing benefits and EAP, and the outcomes you are hoping for.
- 02
Program design
We tailor topics, format, and delivery to your team's size, locations, and life stages, so the content matches the real questions.
- 03
Delivery
We handle scheduling, workshops, employee communications, and optional 1-on-1 sessions, keeping it light to administer for your team.
- 04
Review and refine
We gather feedback, measure engagement, and refine the program so it keeps delivering value over time.
A benefit your people will actually use.
- Qualified Australian advisers
- Sessions are led by qualified financial advisers, and any personal advice is delivered under the appropriate Australian Financial Services Licence.
- Tailored, not generic
- We design topics, examples, and resources around your industry, demographics, life stages, and the benefits you already offer.
- Light for HR to run
- We manage scheduling, delivery, and communications so the program is easy to administer and the experience stays calm for your people.
- Fits your existing benefits
- A wellbeing program sits alongside your EAP, super arrangements, and benefits. It complements what you already offer rather than replacing it.
Questions we hear most often.
Have a question that is not here? Call 07 3399 2300 or book a consultation and we will answer it directly.
What is corporate financial wellbeing?
It is a workplace program that helps employees build financial confidence through education, structured advice, and supporting resources. A typical program includes workshops, optional one-on-one advice sessions, and tailored materials on topics like super, insurance, budgeting, and retirement.
Who delivers the sessions?
Sessions are delivered by qualified Australian financial advisers from EEA Advisory. Workshops are facilitator-led and plain-English, and any one-on-one personal advice is provided under our Australian Financial Services Licence arrangements.
Are workshops in-person or virtual?
Both. We can deliver onsite at your offices, virtually for distributed teams, or as a hybrid. Format is part of the program design conversation and depends on your team's locations and preferences.
Is one-on-one advice included?
Optional one-on-one advice sessions can be included. They are confidential, opt-in for individual employees, and provide guidance specific to each person's situation. Anything beyond general advice is delivered under our licence arrangements.
How are programs priced?
Programs are scoped and quoted based on the elements you choose, including the number of workshops, format, locations, one-on-one capacity, and supporting resources. We share an indicative range during the discovery call.
How does it integrate with our EAP or benefits?
A wellbeing program sits alongside your existing EAP, super arrangements, and benefits rather than replacing them. We work with HR so communications, scheduling, and resources fit cleanly into how you already engage with your team.
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ExploreLet us design a wellbeing program for your team.
Tell us about your team and we will sketch out what a financial wellbeing program could look like, practical, tailored, and built to be genuinely useful for your people. Book a discovery call to start.