About this session
A configurable Australian financial-wellness program combining practical everyday money skills with locally relevant education on superannuation, workplace benefits, Australian investing, tax, credit and first-home finances.
Employers choose the modules, depth and cadence that best fit their workforce.
What your people take away
- Choose the Australian financial-wellness topics most relevant to employees
- Connect everyday money decisions with Australia's superannuation and workplace-benefits systems
- Build investment literacy using Australian investment structures and terminology
- Add locally relevant tax, borrowing and first-home education
- Measure engagement and confidence without collecting personal financial data
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- What each length covers, 30 minutes to full day
- Everything that’s covered, part by part
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What each length covers
30 minutes
30 Minutes — Key Points: Everyday moneyA focused 30-minute session on the essentials of Everyday money: money Foundations & Financial Goals: Australia and cost of Living & Financial Resilience: Australia.
- Money Foundations & Financial Goals: Australia
- Cost of Living & Financial Resilience: Australia
Covers Everyday money, in brief.
60 minutes
60 Minutes — Module 1: Everyday moneyParticipants start with everyday money: build a practical Australian money system around take-home pay, essential costs, financial goals and regular review.
- Module 1: Everyday money
- Live Q&A
Covers 1 of 4 parts: Everyday money.
90 minutes
90 Minutes — Modules 1 and 2: Money through workBuilds on the 60-minute session. Participants also go deeper into money through work.
- Module 1: Everyday money
- Module 2: Money through work
- Live Q&A
Covers 2 of 4 parts: Everyday money and Money through work.
3 hours
3 Hours — Modules 1 to 3: Investing, tax and borrowingBuilds on the 90-minute session. Participants also go deeper into investing, tax and borrowing.
- Module 1: Everyday money
- Module 2: Money through work
- Module 3: Investing, tax and borrowing
- Live Q&A
Covers 3 of 4 parts: Everyday money, Money through work and Investing, tax and borrowing.
Full day
Full Day — The Complete ProgramAll four modules in depth, from the first module through every deep dive, with time for each person to map what applies to them and the actions to take next.
- Module 1: Everyday money
- Module 2: Money through work
- Module 3: Investing, tax and borrowing
- Module 4: Later life and bigger costs
- Live Q&A
Covers all 4 parts.
What’s covered
Everyday money
Every length- Money Foundations & Financial Goals: AustraliaBuild a practical Australian money system around take-home pay, essential costs, financial goals and regular review.
- Cost of Living & Financial Resilience: AustraliaRespond to rising household costs while building enough flexibility to handle future financial disruption.
Money through work
90 minutes and longer- Employee Benefits: AustraliaUnderstand what the employer already provides, what sits above the Australian employment baseline and what employees need to do to actually use their benefits.
- Superannuation at Work: Understand Your SuperMake workplace superannuation visible — from employer contributions and investment options to fees, insurance and the actions employees may need to take.
Investing, tax and borrowing
3 hours and longer- Investing in Australia: Shares, ETFs, Managed Funds & LICsUnderstand the main investment structures Australians encounter and compare them using risk, diversification, fees, access and time horizon.
- Tax, PAYG & Salary Packaging: AustraliaMake Australian employee tax and payroll easier to understand, from PAYG withholding and deductions to salary sacrifice, salary packaging and common investment-tax questions.
- Credit, Debt & Borrowing in AustraliaUnderstand Australian borrowing, repayment costs and credit information and make more deliberate decisions about consumer debt.
- First Home Financial Planning: AustraliaTurn the Australian first-home journey into a complete financial plan covering deposit, borrowing, purchase costs, government support and the money needed after settlement.
Later life and bigger costs
Full day only- Retirement Planning - Australia: Superannuation and SMSFGo deeper into the Australian retirement system, long-term super strategy and the role and complexity of SMSFs.
- Healthcare Financial Planning - AustraliaUnderstand how Medicare, private health cover and employer health benefits fit together financially.
- Government Benefits: AustraliaEmployees learn the public support systems that may become relevant during different life and financial circumstances.
- Understanding Share Schemes and Equity Compensation - AustraliaUnderstand employee shares, options, rights and equity compensation within the Australian employment and tax environment.
Tools and materials
- Participant worksheets and private action tools
Who it’s for
- Australian HR, Benefits and Total Rewards teams
- National employers with employees across multiple Australian states and territories
- Graduate and early-career financial-wellness programs
- Mid-career and family financial-wellness programs
- Benefits-awareness and total-reward campaigns
- Cost-of-living and financial-resilience initiatives
- Superannuation and retirement-awareness campaigns
- First-home and major-life-stage financial education
How booking works
- Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
- Pick a date. Choose a date at least 14 days ahead, or book now and set the date later.
- Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
- We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.
Questions about Financial Wellness Program: Australia
How long is Financial Wellness Program: Australia?
Financial Wellness Program: Australia runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers the essentials of Everyday money: money Foundations & Financial Goals: Australia and cost of Living & Financial Resilience: Australia. A 60-minute session covers Everyday money in full, with a live Q&A. A 90-minute session adds Money through work. A 3-hour session adds Investing, tax and borrowing. A full-day session adds Later life and bigger costs.
Can Financial Wellness Program: Australia be delivered online or in person?
Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.
How do we book Financial Wellness Program: Australia?
Create a free Workbliss profile with your work email, then open Financial Wellness Program: Australia to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later.
Who leads the session?
A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.
Can it be tailored to our company?
Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.