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Employee & Client Education puts practical money education in front of your employees, their teenage and young adult kids, your clients, or your clients' own children and families. Delivered under your brand.
Employee benefit or client value-add · Your branding
Whether you want to support your own team, their families, your clients or theirs, the program is the same. Only the audience changes.
A financial wellbeing benefit your people actually use, delivered as self-paced learning that fits around a work week.
Extend the benefit to the next generation in your people's households, at the age when money habits are still forming.
A value-add that deepens the relationship, offered under your branding at no cost to the client.
Reach the wider household your clients care about, not just the account holder in front of you.
Existing, practical financial education modules your organisation can offer as an employee benefit or client value-add, without waiting on a build.
No build time. The curriculum exists today and can start as soon as your people can log in.
Learners work through modules of around an hour each, on their own schedule.
Written for a general audience, not finance professionals, with no jargon to translate.
Your logo and colours, so it reads as your program, not a bolt-on from a third party.
The same modules work across every audience on this page, so one program covers all of them.
A record for your people and culture, marketing or client experience team to point to.
The full FinReady curriculum, self-paced and practical, with written materials, activities and a certificate of completion. This is financial education, not personal financial advice.
The confidence to start, easing the anxiety behind money stress.
Income, expenses and a system people will actually keep using.
Reading a payslip and understanding where the money goes.
Building a buffer first, then growing money over time.
Finding lost super, comparing funds, and avoiding fee traps.
Good debt, bad debt, buy now pay later and how interest compounds.
For organisations that want learning designed around their audience, industry and objectives, we design tailored financial education for your workforce, clients, members or community. Same practical, plain-language approach as the ready-to-deliver modules, shaped around the money decisions your people are actually making.
Pricing depends on your headcount, the audience and whether you want custom content. Tell us what you have in mind and we will put a proposal together.
Tell us who you want to reach and we will come back with a proposal that fits.