Financial Wellbeing Program
Support your team with expert coaching—flexible, accessible, and results-focused.
Why Financial Wellbeing to Your Team?
Reduce employee stress and improve wellbeing
Boost productivity
and engagement
Support retention
Show your team you care about their future
What we offer?
We tailor our Employee Financial Wellbeing Program to suit your business size, goals, and budget.
Starter Package Awareness & Action
KICK-START FINANCIAL WELLBEING WITH ESSENTIALS
One interactive financial wellbeing workshop (on-site or online)
Access to our financial health assessment tool for all employees
Access to 1:1 financial coaching for all employees invoiced only when they use it.
Growth Package
Ongoing Support
BUILDING MOMENTUM WITH SUPPORT AND PRACTICAL TOOLS
Quarterly financial wellbeing workshop (on-site or online)
Toolkit for all employees: Budget templeates, Cashflow guides and financial planner.
Quarterly activity report for HR/management
Premium Partnership
Full Support
GO ALL-IN ON YOUR TEAM'S FINANCIAL WELLBEING
Everything in Growth Package
Custom online portal for your company.
Annual financial wellbeing survey + strategy session.
I’d love to learn more about your team and how we can support them.
MoneyPlan Coach is led by a qualified financial coach based right here in NZ. We believe financial wellbeing should be simple, honest, and human. No pressure. No judgment. Just clear, practical support that works.