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Our program assists working people of all ages, incomes and educational backgrounds plan their money for life.

It covers:

Planning and investment basics
Work-related benefits including superannuation
Lifestyle benefits of work–life options
Access to independent financial services information and advice
Expanded referral to industry associations

Our programs are not designed to sell you a product or service that you don't want or need, but designed to improve and develop financial and investment literacy, and provide staff with the skills and confidence to take control of their financial future.

Three Steps

3 Steps

There are three simple steps to the Money for Life program:

First, a questionnaire to identify people’s current financial knowledge
Second, online training
Third, a two-hour face-to-face training session with a qualified financial trainer (optional)

Employers can choose any of these steps, in any combination.