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

It covers:

  1. Planning and investment basics

  2. Work-related benefits including superannuation

  3. Lifestyle benefits of work–life options

  4. Access to independent financial services information and advice

  5. 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.