My Financial Footprint

The integrated approach where learning and digital innovation enhances lives

Financial Planning - Wellbeing

It has never been more important to help employees be financially prepared with the confidence, knowledge and tools to effectively manage money through saving, investing and managing debt to their advantage.

With the financial literacy gaps in New Zealand existing across a wide range of financial management topics, we recognised the need to also provide a broader solution beyond our foundational Will It package to be able to meet the diverse needs of employees and offer choice to employers.

My Financial Footprint enables self-paced independent learning and easy access to tools and resources that aid with financial planning whether it’s to take a trip, start a family, plan for retirement or create an emergency fund to help with life’s unexpected moments.

My Financial Footprint
  • Financial Workbench
  • Covering 5 core financial topics
  • Learning Labs
  • Bite size videos from industry experts
  • Resources
  • Financial resources, guides & calculators
  • Footprint Rewards
  • A program to help save on estate administration fees
  • Wellbeing
  • Links to guides and resources
  • Online Will
  • Will creation, updates and notifications
  • Digital Vault
  • 24/7 access for storage of important documents
  • Exclusive Discounts
  • to financial services experts

Building on the Will and estate planning features found in our foundational package, My Financial Footprint is a DIY digital workbench of tools and resources built on solid financial planning and management principles. Learning content is curated through access to both public and unique to Footprint resources, including bite sized learning videos provided by industry experts covering:

  • Budgeting
  • Debt management
  • Investing
  • Planning for retirement
  • Saving
  • Types of insurance