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Online Financial Education

Online Workplace Financial Education

Planned Future have been working closely with organisations for years, providing them with the support and tools to help their employees improve their financial wellbeing. Although we continuously receive exceptional feedback from our workshops, we wanted to go further by offering a platform to support employees available 24 hours a day, 7 days a week. Our financial planners and web development team have collaborated to produce our Financial Wellbeing Portal to offer financial advice and support through our easy access portal. 

Financial Wellbeing Portal

Our online financial wellbeing portal has been designed to help improve your employees financial wellness online. Planned Future will provide you with an online personalised registration page to allow your employees to register along with a marketing package to help get the word out. The portal includes a wide range of financial information including guides, videos , calculators and more.

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Example of gf planned futures financial wellbeing portal

Included Within
The Financial Wellbeing Portal

Financial Guides

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


8 financial videos to help employees understand specific financial topics.

Ask a Question

The ability to ask a financial question to a team of qualified financial planners.


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

Fact Sheets

Various financial fact sheets covering a range of financial topics an scenarios.


A range of online financial calcultors to help your employees plans for the future.