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Planned Future

Financial Wellbeing Portal

Our award-winning Financial Wellbeing Platform allows your employees to access a range of financial resources 24/7. Assets include guides, videos, calculators and the option to ask a question to an experienced Money Guide.

AWARD WINNING

Financial Wellbeing Platform

Our award-winning Financial Wellbeing Platform allows your employees to access a range of financial resources 24/7, including guides, videos, calculators and the option to ask a question to an experienced Money Guide.

Financial Wellbeing App

Wellbeing platform

Financial Guides

A range of financial wellness guides with an additional guide added every month.

Videos

Financial videos to help employees understand specific financial topics.

Ask a Question

The ability to ask a financial question to a team of experienced Money Guides.

Webinars

The ability to access and register for a range of live financial webinars.

Survey

Allowing your employees to measure their own Financial Wellbeing over time.

Calculators

A range of online financial calculators to help your employees plan for the future.

Web, app or mobile

Your Financial Wellbeing Portal can be accessed on a range of platforms and devices, including desktop and mobile. 

Who we've worked with

FOR EMPLOYERS

Financial Wellbeing Portal Demo​

If you are an employer and want to offer a financial wellbeing portal for your employees, please complete the form and we will be in touch with more information.

How much does the portal cost?

The price of the wellbeing portal depends on the number of employees in your business. Get in touch for a tailored quote. 

How does the portal work?

Once confirmed, your employees will be sent a link where they can register. Once registered they can log in and add the portal to their smartphone homepage. 

Can I access the portal on my phone?

Yes the portal is fully responsive so can be viewed on any mobile or desktop device. 

Is the portal award winning?

Yes! Our portal won ‘Finance Advisory Platform of the Year’ was awarded at the CorporateLivewire Innovation & Excellence Awards 2024.

Request more information about the portal

Are you doing enough to support your employees' financial wellbeing?