Workplace financial planning advice for employers & employees: Financial Advice Online, Australia

Improve company performance by improving the lives of your staff

What does the package offer your employees? • 12 Month subscription to Financial Advice Online • Full evaluation of their financial situation • Detailed recommendations in the form of a written financial plan • Full implementation of the recommendations • Ongoing management of the plan & recommendations throughout the year • Ongoing re-evaluation as circumstances change

Employer Benefits

• Employer contributions and fees are fully deductible • Assistance to employees being retrenched who need financial advice • Cost is minimal to employer and gives substantial benefit to each employee • Boosts staff morale in these uncertain financial times • Increases good quality staff retention • Shows goodwill towards staff and lifts employer image • Encourages financial planning giving employees financial security • Improves staff productivity through peace of mind

Employee Benefits

• Strategic written financial plan tailored to their individual situation • Unlimited telephone, email and sit down access to our team of Financial Advisers to assist them with their financial queries for a period of one year • Important financial planning advice to employees facing retrenchment • Gives the employee an opportunity to improve their financial situation • Allows employees to look at their current budget • Virtual consultation can be done in their own time • Ensures they utilize their earnings to secure future financial security • Feeling valued by their employer

How to get started

• The employer completes the Authority to Proceed form below, pays the once off special introductory fee of $65 per employee (if an employee is married, service is provided to both employee and spouse) • Employee is provided with their own login and password • Employee participates in Virtual Consultation • Employee prints and submits Virtual Consultation (which includes a summary of their assets and liabilities and income and expenditure

What happens next?

• Once the ‘Virtual Consultation’ is complete, one of our Qualified Financial Planners will begin work on their financial plan. • Employees will be emailed their financial plan. • Employees will then be contacted by a Financial Planner to discuss their financial planning needs. • Employees will gain access to our team of Financial Planners for one year. • Employer has the option of renewing the annual package on behalf of employees.

Click here for Authority to Proceed Form

Scenarios: Outcomes “with a Financial Plan” and “Without a Financial Plan”.

More Information

To discuss Financial Advice Online’s Employer’s Financial Planning Program please contact us on 1800 004 047 or complete the following information and we will contact you.

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