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WORKPLACE FINANCIAL WELLNESS SPECIALISTS

Wellthy has a growing reputation for delivering independent and engaging workplace financial wellness programs.

 

We empower your team with the skills and confidence to better manage their relationship with money, reduce their financial stress and create happier, healthier and wealthier lives.  Based in Australia, we work globally at a time that suits you.

OUR PHILOSOPHY

We are independent educators.  We promise not to sell your staff any other services or products.  Our focus is to deliver independent employee education, keeping the emphasis on learning new ways to make positive changes in financial behaviours.  We are not licenced financial advisers, do not provide financial advice and make no business or product-related referrals.

 

We take a health and wellness approach to money.  We focus on reducing financial stress and supporting employees to build healthy money habits.  We’re very conscious of the strong connection that research has identified between money and mental health, and the potential severity of the money issues your employees may be facing.  It is estimated that 20% of Australian workers are moderately to severely financially stressed.

 

Our programs are inclusive.  We acknowledge that money means very different things to all of us, and our financial situations, goals and motivations will also vary widely.  We encourage people to connect with their personal values and beliefs, and are sensitive to different family and cultural norms.

 

Attitudes and behaviours are our primary focus.    Strong financial wellbeing outcomes are a result of knowledge, access to appropriate products and support, and positive attitudes and behaviours.  These last two are the toughest to influence, but in our view are essential to address in any financial wellness program if real change is to occur.

 

We play well with others.   We’re happy to work with other wellness or financial service providers and platforms.  Our niche is providing face-to-face and virtual ‘behavioural-based’ financial workshops, presentations and coaching in the workplace.  If you utilise an online education or benefits platform, or partner with other health and wellness providers, financial planners, superannuation funds etc, our services can be part of a broader, holistic and integrated approach.

 

Our approach is informed by research.  There is a growing body of Australian and international research into financial wellbeing and behavioural science related to money.  We are committed to staying at the forefront of understanding this research and considering how it can be applied to workplace wellness programs.

Learning about money doesn’t have to be boring!

Many people don’t engage with traditional financial literacy programs, because they see them as dry and boring, or irrelevant. 

 

Wellthy takes a different approach. We combine the principles of psychology and wellness to learning about money. Our programmes focus on beliefs, attitudes and behaviours, and how our relationship with money affects our lives. 

 

We love encouraging learning through games, creativity and laughter!  

Wealth + Wellbeing = WELLTH

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A CRISIS OF TRUST & THE IMPORTANCE OF INDEPENDENCE

It’s an unfortunate fact that your employees may greet any financial wellness program with scepticism, if not outright distrust.  In the post Royal Commission environment, the source of any financial education is more important than it used to be.

 

A study by the University of Melbourne in 2019 confirmed a serious lack of trust in the financial services sector.  Worryingly, the most common response to the question “what do you feel is stopping you from improving your financial situation” was “I do not trust financial institutions or advisers”.

 

It was also found that more than half of Australia’s population has lost money due to misconduct or inappropriate actions by financial services institutions.

 

Wellthy works hard in each and every workplace interaction to build rapport and trust at the outset.  We ensure we talk in everyday language and simplify financial concepts.  We emphasise our independence and, where possible, we draw out trusted peer experiences.  This is particularly important with workers who may not currently enjoy a high level of financial wellbeing.

 

Company Founder

Alison Gray

Founder / Director

Alison Gray became a financial wellness advocate and financial literacy educator after a successful 25-year corporate career, predominantly in business advisory and senior management roles in the electricity industry. 

 

She has qualifications in financial counselling, financial planning, is a Certified Money Coach (CMC) and also holds an MBA from the University of Queensland and a Certificate IV in Training & Assessment.

 

In addition to delivering workplace financial wellness programs, Alison also regularly facilitates an indigenous money program supported by the ANZ Bank.

  • Your presentation enthused our team who have since commenced dialogue internally with each other about finance (what works for them, what doesn't etc).

    Jemma Elder, Managing Director, PPQ

  • Thanks Alison for leading today’s session. Your passion for improving financial literacy within our community is uplifting and contagious.

    Rob Parker, District Manager, ANZ Bank