Financial Guidance for Every Employee.
71% of employees bring financial stress to work everyday and money challenges are a key reason for employees leaving. Money Buddy provides the right support, at the right time, for everyone.
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With Money Buddy, 96% of Your People Will Be Less Stressed About Money
Our complete solution supports your people with one-to-one coaching, workshops, webinars, goal tracking, budgeting tools, account connections, and personalised resources based on your values and culture.
Remove Barriers to Financial Literacy & Quality Advice
Financial advise is often disguised in a biased sales process that hinders or slows down one's ability to make an informed decision. We listen with empathy, never judge and create a winning experiences with every employee encounter.
Basic
$500/yr
Voluntary
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Employees Get...
- Launch Workshop
- 5 Day Financial Challenge Online Course
- Unlimited Wealth Coach Access
- Discounted Investment Fee Platform Access
- On-demand Webinars
- Deliberate Wealth Newsletter
- Complimentary Portfolio Review
- Free Financial Plan
Advanced
$750/yr + $20/mo per employee
Employer Sponsored
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Employees Get Everything in Basic Plus...
- MoneyBuddy Personal Budget & Planner App (powered by Neontra)
- 2 MoneyWize Chats Per Year Per Employee
- 2 Customised Webinars/Workshops
Plus your organisation will receive Program Reporting & Analytics every quarter.
Our Money Buddy Personal Finance Planner & Budget App is a Game Changer
FAQs
Wealth Is In Your Hands
Getting Wealthy Requires You To Bring Your “A-Game!” That’s Why The MoneyBuddy Financial Wellness Program Is For You! It Pairs You With a Dedicated Wealth Coach, Tracks, Forecasts and Plans All of Your Finances and Grants You Access to Ultra Low Fee Investments.
Measurable Impact
A revolutionary new financial wellness and planning platform for everyday people that is effective, continuous and affordable.
Over time, MoneyBuddy will help decrease employee stress and anxiety related to personal finance and money matters to help them become happier and return to productivity at work.
Employers have access to intelligence data quarterly to see improvements staff make as a collected group.
