wealth management_lowres for web_b-w (1)At Financial Decisions, we partner with companies to provide a sophisticated financial wellbeing programme that maximises employee engagement, optimises the benefit that individual members derive and enhances the value you add to your people’s lives. Importantly, it also frees up your executives to focus on your core business.

The programme encompasses the following:

Policy Committees

Working directly with your business to ensure procedural compliance, communicate potential changes in legislation, review of key matrices, raise red flags and score against industry benchmarks.

Legislative Updates

Superannuation is constantly evolving and we keep you up to date on all the changes, how they affect you and how to communicate to your employees.

Account Management

A dedicated point of contact who knows your business, considers your people and understands the unique needs of your business, your culture and values and ensures these are instilled in the wellbeing programme.

Employee Contact

Ongoing support for your people to ensure they are getting the most out of their wellbeing programme.

Industry Expert

To provide clarity across suppliers and help you evaluate the market and your programme’s place within it without stakeholder bias.

Education

A series of seminars, webinars, online tools, adviser helplines and one-on-one meetings available to both employers and employees. See below for more information.

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Employers

  • Independent Industry Expert
  • Superannuation Policy Committee
  • Legislative Updates
  • Account Management
  • Industry Bench Marking
  • Educational Seminars Facilitator
businessmen

Individual Members

  • Superannuation
  • Employee Share Purchase Plan
  • Life Insurance
  • Investment Advice
  • Estate Planning
  • Salary Sacrifice
  • Insurance Claims Management
  • Tax Planning
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Education

  • Employment Benefits
  • Online Tools
  • Seminars/Webinars
  • Financial Plan Preparation
  • Adviser Helpline
  • Face-to-face Adviser Meetings