FI at Work
by FI Advice
Financial wellbeing for your workplace
FI at Work is our corporate financial education program. We help your employees build real financial capability, practical, jargon-free sessions delivered by a Certified Financial Planner®. Not product sales. Education only.
Why financial wellbeing
Money stress doesn't stay at home
Financial stress follows people to work. It affects concentration, engagement, absenteeism and retention. Employers who invest in financial wellbeing see a more focused, more loyal team, and employees consistently rank financial education among the most valued workplace benefits.
FI at Work gives your team the knowledge and confidence to make better financial decisions, at every stage of their career.
- A workforce that understands and values the benefits you already provide
- Reduced financial stress, one of the leading causes of distraction and absenteeism
- Practical takeaways employees can apply immediately to their own finances
- A tangible, high-value addition to your employee wellbeing and retention strategy
The program
What's covered
Every program is tailored, but these are the core topics we draw on. All sessions are education only, general information, no personal product recommendations.
01
Superannuation
How super actually works, investment options, insurance inside super, contributions strategies, and how small changes compound into a materially better retirement.
02
Cash flow & budgeting
Practical systems for managing day-to-day money, building buffers, and directing surplus income toward the goals that matter most.
03
Tax fundamentals
How the Australian tax system applies to employees, legitimate strategies to reduce tax, and how salary packaging and deductions work in practice.
04
Wealth creation
The building blocks of long-term wealth, compound growth, investment fundamentals, risk and return, and how to avoid the most common mistakes.
05
Debt management
Good debt versus bad debt, home loan structure, and prioritising repayments so debt works for your employees rather than against them.
06
Retirement planning
What retirement actually costs, how much is enough, and the steps employees can take at every age to move toward financial independence.
Getting started
How it works
Discovery
We meet with your HR or leadership team to understand your workforce, priorities, and any specific topics you want covered.
Tailored program
We design a session plan suited to your team, from a single workshop to an ongoing education series.
Delivery
Sessions delivered on-site or online, in plain English, with time for real questions, no product sales, ever.
Follow-through
Participants receive resources and next steps, and employees seeking personal advice can engage FI Advice directly.
For employers
A high-value wellbeing benefit that supports retention, engagement and productivity, without adding to your HR team's workload.
For employees
Clear, practical financial education in plain English, and a pathway to personal advice for those who want it.
Education, not sales
Sessions are purely educational. No product pitches, no pressure , just useful knowledge your team can act on.
Bring FI at Work to your team
Tell us about your workforce and we'll design a program that fits , from a single lunch-and-learn to a full education series.
Enquire now