Workplace financial wellbeing programs for Melbourne employers
Seminars, financial health checks and confidential one-on-one advice that help your employees make confident decisions about super, debt, tax, insurance and retirement.
20-minute call · No obligation · In person across Melbourne or online
- Led by a qualified financial adviser
- Confidential one-on-one conversations
- Tailored to every career stage
- Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd (AFSL 229892)
Your program can include
- Financial wellbeing seminars & workshops
- Financial health checks
- Confidential one-on-one advice
- Ongoing support throughout the year
Financial stress doesn't stay at home
Money worries can affect an employee's concentration, engagement, wellbeing and confidence at work. Amber Wealth's workplace financial wellbeing program gives your people somewhere to take the questions they're already carrying, without you needing to become a financial expert.
These questions are common, and they're hard to answer alone.
What Amber Wealth's workplace financial wellbeing program includes
Amber Wealth's workplace program combines group education with personal support. Choose one element or combine all three, delivered in person across Melbourne or online, as a one-off or throughout the year.
Financial wellbeing seminars & workshops
Group · In person or online
Engaging sessions that explain super, investing, tax, insurance, debt and retirement in plain English. Seminars suit larger groups; interactive workshops go deeper on a single topic.
Financial health checks
Individual · Structured review
A structured review that helps each employee answer four questions: Where am I today? Where do I want to go? What's standing in my way? What should I do next?
One-on-one financial advice
Individual · Confidential
Private consultations with an Amber Wealth adviser for employees who want advice on their own circumstances.
Ongoing program. Financial wellbeing isn't a one-off event. Build a year-round calendar of education with ongoing access to support.
Not sure which mix is right? Book a discovery call and we'll recommend a program for your workforce.
Financial wellbeing seminar and workshop topics
Amber Wealth's seminars and workshops can cover any of these topics. Add the ones that suit your workforce to your program and they'll be included in your enquiry automatically.
Superannuation
Understanding super, contributions, investment options and preparing for retirement.
Building wealth
Understanding investing, diversification, property and building wealth outside super.
Tax & wealth creation
Strategies that may help employees manage their tax position and build long-term wealth.
Insurance & financial protection
Understanding life, TPD, trauma and income protection, and the role they can play in protecting families.
About our insurance reviews →Home ownership & debt
Understanding mortgages, debt management and getting financially organised.
Retirement planning
The financial considerations involved in moving from work to retirement.
About retirement planning →Estate planning
Understanding wills, powers of attorney, super beneficiary nominations and protecting family wealth.
Financial education tailored to every stage of working life
Employees don't all have the same financial priorities. Amber Wealth tailors workplace sessions to where your people are in their careers, so a new graduate and someone a few years from retirement each hear what matters to them.
Early career
Building good financial foundations.
Focus areas
- managing cash flow
- buying a first home
- understanding super
- protecting income
- starting to invest
Suggested topics
Mid-career
Building and protecting wealth.
Focus areas
- mortgage and debt management
- investment strategies
- superannuation
- tax planning
- insurance
- family financial protection
Suggested topics
Pre-retirement
A core focus for Amber WealthPreparing for financial independence.
Focus areas
- retirement planning
- superannuation strategies
- investment portfolios
- tax-effective strategies
- transitioning from work
- estate planning
Suggested topics
Into retirement
Making wealth work effectively.
Focus areas
- retirement income
- superannuation
- investments
- cash flow
- government benefits
- estate planning
Suggested topics
The benefits of workplace financial wellbeing for employers
A workplace financial wellbeing program can form part of your broader employee wellbeing strategy, giving your people access to education and support around important financial decisions.
Employee wellbeing
Support employees who are experiencing financial uncertainty or stress.
Employee engagement
Offer a practical benefit people can use in their everyday lives.
Financial capability
Improve understanding of super, investing, debt, insurance and retirement.
Attraction & retention
Add another dimension to your employee benefits and wellbeing offering.
Better financial decisions
Help people understand the decisions they'll face throughout their working lives.
Low lift for your team
You don't need to be a financial expert. Amber Wealth designs and delivers the content; you choose the formats and the timing.
How Amber Wealth's workplace program works
- 1
Understand your workforce
We discuss your organisation, workforce demographics and wellbeing objectives.
- 2
Design your program
We recommend formats, topics and timing around your requirements.
- 3
Educate your employees
We deliver presentations, workshops and educational resources, in person or online.
- 4
Provide personal support
Employees who want individual guidance can book a confidential one-on-one consultation.
- 5
Continue the conversation
We provide ongoing education and support throughout the year.
Step 1 starts with a 20-minute call. Book a discovery call
Who you'll work with at Amber Wealth
Adam Sobczak
Director & Principal Adviser, Amber Wealth
Adam leads Amber Wealth's workplace financial wellbeing program. He holds the Diploma and Advanced Diploma of Financial Planning, is currently completing the CFP® program through the Financial Advice Association Australia (FAAA), and brings experience from CBA, NAB, ANZ and TelstraSuper. Amber Wealth is based in Brighton and works with employers across Melbourne.
Confidential by design
One-on-one conversations stay between the employee and their Amber Wealth adviser. Employers don't receive details of any individual's personal finances.
Education, not a sales pitch
Workplace seminars and workshops are educational. Personal advice is only provided when an employee chooses to engage Amber Wealth individually.
Professionally licensed
Amber Wealth is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd (AFSL 229892). Personal advice must be in the client's best interests, and any fees are disclosed and agreed in writing before advice begins.
Workplace financial wellbeing FAQs
A workplace financial wellbeing program gives employees access to financial education and guidance through their employer. Amber Wealth's program combines seminars and workshops, financial health checks and optional one-on-one financial advice, tailored to the size, needs and demographics of your workforce.
It's designed for Melbourne employers (HR and People & Culture leaders and business owners) who want to support their employees' financial wellbeing. Sessions are tailored for early-career, mid-career, pre-retirement and retiring employees.
Both. Amber Wealth delivers seminars and workshops in person at workplaces across Melbourne, or online, which suits remote and hybrid teams.
Yes. One-on-one conversations are private between the employee and their Amber Wealth adviser. Employers don't receive details of any individual employee's personal financial circumstances.
No. Workplace seminars and workshops are educational, not sales presentations. Personal advice is only provided when an employee chooses to engage Amber Wealth individually, and any recommendation must be in that employee's best interests.
Seminars and workshops provide general information and general advice only. They don't take into account any individual's objectives, financial situation or needs. Personal advice is only given in one-on-one engagements, once Amber Wealth understands the employee's circumstances.
Costs depend on the formats you choose, the number of sessions and the size of your workforce. Amber Wealth outlines the options and fees clearly before anything is agreed. If an employee chooses personal advice, any fees are explained and agreed with them in writing before work begins.
Yes. Sessions are scheduled to suit your workplace, for example lunchtime seminars, focused workshops, or online sessions for teams in different locations.
Book a 20-minute discovery call. Amber Wealth will discuss your workforce and wellbeing objectives, then propose a program (formats, topics and timing) for your review. There's no obligation.
Let's talk about your workplace
Book a 20-minute discovery call with Adam. We'll learn about your workforce and wellbeing goals, then put together a proposed program (formats, topics and timing) for you to review.
What happens next:
- 1. Send your enquiry. It takes under a minute.
- 2. We'll contact you within one business day to book a time.
- 3. You'll receive a proposed program to review, with no obligation.
Prefer to talk now?
Here as an employee? If you'd like advice for yourself, book a personal consultation, or share this page with your HR team.