Take action to improve financial wellbeing
Simple steps. Lasting impact.
THE NEED FOR SUPPORT
Why Financial Wellbeing Matters
Rising living costs, financial stress, and outdated support programs are taking a toll on employee wellbeing, performance, and retention.
With 1 in 7 workers financially stressed*, employers need to take action. Modern, practical support is no longer a nice-to-have, it’s essential.
*1 AMP 2020 Financial Wellness Report
Cost of living
Cost of living has impacted many families and there is a need to provide support.
Wellbeing
Money pressures are taking a toll on overall wellbeing, affecting employees both at work and in their personal lives.
Static Solutions
Traditional one-size-fits-all programs are no longer effective.
Financial Stress
Financial stress is present in your workforce and their families lives.
Productivity
Distraction, absenteeism, and reduced performance are costing your business, all linked to financial strain.
Attraction/ Retention
Competitive, relevant benefits are essential to attract and keep great staff.

How’s Your Financial Health?
Complete the Financial Health Check and receive our free guide: 10 Steps to Take Control of Your Finances – practical tips to build confidence, reduce stress, and take control.
FINANCIAL STRESS
Why Take Action?
Financial stress isn’t just a personal issue, it’s a workplace problem with real consequences.
1.8million Australians* in the workforce suffer mild financial stress, impacting their focus, wellbeing, and performance at work. These challenges don’t stay at home – $30.9 billion* is lost by Australian businesses every year due to stress-related absenteeism and presenteeism.
Now more than ever, employees expect practical help, and forward-thinking organisations are stepping up.
*1 AMP 2020 Financial Wellness Report
$30.9 billion
is lost by Australian businesses every year due to stress-related absenteeism and presenteeism*.
THE SOLUTION
Practical Financial Wellbeing That Works
My Goal Getter delivers tailored, real-world financial wellbeing programs that support employees to feel more confident, in control, and empowered in their financial lives. Through workshops, tools, and coaching, we help individuals reduce stress and improve outcomes – benefiting both people and the organisations they’re part of.
Engaging Workshops
Interactive sessions on money fundamentals, delivered onsite or online.
Practical Tools
Budget planners, health checks, and action plans staff can use straight away.
One-on-One Coaching
Personalised support for individual financial goals and challenges.
Custom Program Design
Tailored to your team’s needs, size, and structure.
Ongoing Support
Articles, insights, and check-ins to keep financial wellbeing on track.
Our Facilitator
Darren Smith
Facilitator
Darren is a seasoned financial services executive with 35+ years’ experience across Australia and the UK. A Fellow CPA and published thought leader, he’s passionate about empowering individuals and businesses through professional advice, financial literacy, and strategic coaching.

Ready to take control of financial wellbeing?
Whether you're looking to support your team or take charge of your own finances, we're here to help. Get in touch to explore the right solution for you.

