My Financial Footprint

The integrated approach where learning and digital innovation transforms lives

Financial Planning - Wellbeing

It has never been more important to help employees understand and deal with money matters through saving, investing and managing debt to their advantage. Enabling independent learning and having easy access to tools and resources will aid in 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.

Traditionally Footprint’s core focus had always been to improve financial literacy regarding estate planning and supporting this through the provision of unique online Will packages (the Will Deck) that help to protect employees and their families. However, the financial literacy gaps in New Zealand exist across a wide range of financial management topics. Addressing estate planning alone can be suitable for some environments, whereas others need a broader solution.

My Financial Footprint includes all the features found in our original Will Deck but also covers a wider range of financial topics. We also provide links to Wellbeing resources as we know that enhanced wellbeing positively impacts sound decision making and employee confidence.

As with our Will Deck, everything can be accessed via our secure digital platform.

My Financial Footprint
  • Covid-19
  • Quick links support deck
  • Financial Workbench
  • Covering 5 core financial topics
  • Wellbeing
  • Links to guides and resources
  • Online Will
  • Will creation, updates and notifications
  • Digital Vault
  • 24/7 access for storage of important documents
  • Learning Labs
  • Bite size videos from industry experts
  • Resources
  • Financial resources, guides & calculators

The DIY workbench of digital tools is built on solid financial planning and wellbeing principles. Learning is delivered via bite size videos provided by industry professionals and through access to both public and unique to Footprint resources. There is also the ability to create and store a legally valid Will to help protect families and future generations.

Topics cover:

  • Saving
  • Budgeting
  • Debt management
  • Assets
  • Estates
  • Wills
  • Enduring powers of attorneys
  • Trusts
  • Investing
  • Types of insurance
  • Managing risk
  • KiwiSaver
  • Super schemes and pensions
  • Planning for retirement

My Financial Footprint is a constantly evolving platform allowing employees to regularly improve their financial literacy and wellbeing at their own pace, off multiple devices and all from the comfort of their own home.