In 2020 we recognised that the financial literacy gaps in New Zealand existed across a wide range of financial management topics and that addressing estate planning alone was suitable for some environments but others needed a broader solution. Driven by the increased demand for financial support and information from employers across Aotearoa, we decided it was time to help bridge the wider knowledge gap in our communities.
With our network of experienced and credible financial service professionals we developed a range of financial planning packages designed as employee benefits to improve the wellbeing of New Zealand’s working community.
So here we are! Today we partner with innovative leading employers who view wellness holistically and are prepared to think differently regarding traditional employee benefit offerings, and together we help improve the financial wellness of working Kiwi’s and their whānau.