“We have absolute trust and that comes before everything. We value your professionalism and your experience.
We know that we are getting advice that’s truly objective – and there’s times
when you will tell us that the best thing is to ‘do nothing’ – we value that.” Read More
Want to be confident you will have the money you need to live comfortably in retirement? Clarify a ‘worst case’ scenario like market underperformance – so you are better prepared for the unexpected
“I feel relieved. I know I’ve got the right cover and that I’m in a position where I am unlikely to have do go through this process again. With Multiforte’s advice and management of the process, everything was very logical and straightforward. And I know I received good value for money.“ Read More
Don’t ignore risk – many investors focus on their investment returns, but don’t quantify the risks and potential losses to which they are exposed
Matthew and Anna are thrilled. They no longer pay commission on their premiums. Multiforte streamlined and increased their cover and achieved a saving of more than $3,500 this year alone. The savings will only increase over the life of their policies. Read More
You could save thousands on personal insurance – by obtaining insurance through super or using level or
split premiums
Multiforte tailors Financial Wellbeing Programs for employers to help them retain their talented people.
Why do your employees need financial advice?
Many Australians have inadequate personal superannuation savings to meet their income needs when they retire. And most Australians have inadequate financial knowledge – including high income earners who are often considered to be taking care of themselves. Despite most people (more than 85%) seeing a financial plan as important, less than 30% have one.
Research reveals that employees are looking to their employer to help them prepare for retirement through financial advice and education. Mercer’s 2008 Benefits Outside the Square Study argues that it’s no longer enough for organisations to just pay a salary and provide traditional benefits.
“Rather than focusing on incremental pay increases, employers should consider a more strategic solution - encouraging employees, from the earliest possible age, to start planning their financial futures.”
It argues that employees worry about their finances, which has a flow-on effect in the workplace.
How we create a Financial Wellbeing Program for your organisation
We combine our management experience and expertise in financial advice to create a comprehensive tailored Financial Wellbeing program for your organisation.
It could include any one or all of our range of services, packaged specifically to fit your organisation’s needs.
Hundreds of people from leading Australian organisations have participated in our Financial Wellbeing initiatives, including:
“Talent has become the most valuable asset for many companies, and benefits represent a rich but underused opportunity to attract, inspire, and reward it… By adopting emerging best practices in HR, companies can not only motivate their employees at lower cost but also work toward their goals more effectively.”
McKinsey & Company (2008)
With our tailored Financial Wellbeing Programs, we can help you to attract and retain key talent and your employees will have the opportunity to significantly improve their wealth. Contact us now for more information.