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Expert financial coaching & financial wellbeing services

Give your employees the power to manage their finances with independent and expert financial coaching.

Empower Your Employees To Gain Control Over Their Finances

Give your employees a way to master their finances with expert coaching

Employee financial wellbeing starts with our expert Financial Coaching service.

We provide professional guidance and financial education to help individuals manage cost of living pressures, build savings, manage debt and set realistic financial goals and plan for a secure financial future or retirement. Our financial mentor services are designed to support your employees at every stage of their financial journey. In reality, every single one of your employees can benefit from financial coaching. It’s never too late to start the journey and support your people achieve employee financial wellness.

Please note: This service is not affiliated with any financial institutions or products and all coaches remain neutral and independent in their support. Financial coaches do not provide financial advice or recommendations on investments and funds.

healthcare (1)

Feeling like they are doing ok, but would love a general financial health check

bill (1)

Are having trouble paying bills and need help with a financial management plan

piggy bank (1)

Want to save money, reach financial milestones, retirement plan, life transitions or change such as separation or divorce

needs (1)

Just want to learn some positive financial habits

I just wanted to say thank you for all your support over the past few months. Navigating the financial side of things while going through such a difficult time has been incredibly overwhelming and your calm, clear guidance has made a world of difference.

Career coaching review profile image

From our very first meeting, I was met with kindness, empathy, and absolutely no judgement which was so appreciated. [Their] knowledge of budgeting, money management, and debt strategies is exceptional.

Career coaching review profile image

I initially felt anxious about what lay ahead, but thanks to my regular meetings with you, I now feel calm.

Career coaching review profile image
People working together during a career coaching session

The difference our Financial Coaching makes

Read some reviews from people like your employees who have utilised our financial coaching service to see how transformative the sessions are and the difference they make to their financial wellbeing.

What is financial coaching?

If you partner with Converge, financial coaching is a service we provide to your employees and family members. We define our financial coaching stream as a personalised financial mentoring program where your employees can access an expert money coach and receive in-depth financial education – which includes budgeting, financial awarenesses, planning for retirement and much more.

How does Financial Coaching work?

Our financial coaches work with your staff to create tailored plans (such as budgets, etc.), to grow their financial confidence and make more informed decisions, in addition to accountability. We also help your employees become aware of their financial behaviour, including habits, values and patterns of spending, to support them to make changes to enable better money management skills. For example, understanding where cuts can be made and creating buckets in their bank accounts to help them achieve financial goals.

Our team comprises industry experts who understand your employees needs and have experience and expertise to support all employees irrespective of their financial position. Your employees could be a super saver who wants to know where they can make their money work harder. Or they could be in financial distress and need help setting up a budget and savings plan. We’re here to support your staff with their financial wellbeing anytime, anywhere.

Lady feeling financial wellness

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Supporting your employees financial wellness

How to improve financial wellbeing with Converge

Financial wellbeing can impact mental health, so supporting your people to achieve financial wellness can be key to minimising stress inside and outside of work. Coupled with our other support streams, our money coaching team will help your employees work on their financial goals! Here’s how Converge can help…

Financial Coaching: More Than Just Budgeting

Budgeting is a strong foundation — but our coaching goes far beyond it to build literacy, confidence, and long-term financial wellbeing. Setting a good financial foundation, like a budget, is always a great place to start.

A budget allows you to understand where your money is going, set savings plans, and identify ways to cut back where needed.

Without a budget it can be difficult to understand how much you are spending and in what areas you are spending your money in.

A budget can increase your financial awareness, money literacy and insight into patterns of spending that might improve financial wellbeing.
While a budget is one aspect of the support we provide, our financial coaches also have expertise in a range of other financial coaching areas.

A financial coach can support employees to achieve good financial management with:

  • Financial Health
  • Excellent Money Management
  • Reaching Financial Goals/Milestones
  • Debt Reduction/Education
  • Property Purchase Guidance
  • Reducing over-spending
  • Money & Relationships
  • How & when to borrow money
  • Stop Living Pay to Pay
  • Financial management during change to income/pay cycles
  • Financial strategies during divorce/relationship separation
  • Redundancy or Employment Transition
  • Understanding Superannuation and investing
  • Planning for retirement
Support for dealing with debt

Supporting your employees who are dealing with debt

Debt can affect mental health and financial wellbeing. We help employees create plans that reduce stress and build control.

Build financial skills and wellbeing

Build New Financial Skills & Improve Wellbeing

Learn new skills, expand knowledge, and build healthy habits that lift clarity, confidence, and everyday money decisions.

What Does a Financial Coaching Appointment Look Like?

Your first session clarifies your situation and goals. From there, your coach tailors a step-by-step plan — confidential, flexible, and practical.

The first appointment is all about gaining an understanding of your financial situation and primary goals. It can also include a financial health check with suggested strategies and potential homework to increase insight into financial spending and priority areas to focus on.

From there, the financial coach will map out a tailored course of action. Appointments can be weekly or fortnightly depending on preference and availability and can take place via phone or video meeting. Your employees are free to attend on their own or with someone else (like their partner). The appointments are also completely confidential, and the information provided will not be shared with any external party.

Financial coaching appointments will:

  • Increase awareness of financial goals and future aspirations
  • Support motivation to create healthy financial habits
  • Enhance financial literacy and improve confidence with choices and decision making
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”“Having a financial coach is like having a personal trainer for your money.”

Cate, Financial Coach, Converge

Expert advice from a financial specialist – Watch or listen to Thrive!

Your financial coaching questions answered

What is financial coaching and how can it improve employee financial wellbeing?

Financial coaching is a personalised, one-on-one service that helps employees build financial confidence and achieve financial goals. Through expert guidance from a money coach or financial mentor, employees can learn budgeting skills, financial education principles, and ways to manage cost-of-living pressures and constraints. By supporting employee financial wellbeing, financial coaching can help to reduce stress, improve financial literacy, and enhance overall workplace financial wellness.

What topics are covered in financial coaching sessions?

Each financial coaching session is tailored to the employee’s individual needs. Topics may include budgeting, saving strategies, debt reduction, financial goal setting, superannuation education, retirement planning, and building healthy money habits. Employees work closely with a qualified money coach or financial mentor to create practical, achievable plans that support ongoing financial wellbeing both at work and at home.

Why is employee financial wellbeing important for businesses?

Employee financial wellbeing can be linked to improved workplace engagement, and mental health and wellbeing. When employees feel financially secure, they can often be less stressed and more able to focus and show resilience. How? Because support with financial issues and challenges positively correlates with improved wellbeing. Greater wellbeing means fewer outside pressures impacting your employee’s performance and productivity.

Investing in workplace financial wellbeing initiatives — such as financial coaching or financial mentor — can reduce financial stress, improve staff retention, and foster a positive organisational culture where employees can thrive personally and professionally.

Who can benefit from financial coaching or mentoring?

Everyone can benefit from financial coaching — from those managing debt to those planning for major life milestones like home ownership or retirement. A financial mentor or money coach provides tailored financial education to help employees build savings, create realistic budgets, and reach personal financial goals. Whether an employee is struggling financially or simply wants to improve their money management skills, financial coaching enhances overall financial wellbeing and empowers long-term success.

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Creating happier employees through promoting greater financial wellbeing

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