Improving employee finances is important to us

Financial wellness isn’t just about an individual’s financial health – it’s about the ability to enjoy life and live comfortably, to be able to cope financially when unexpected changes occur, and to have the opportunity to fulfil life dreams.

Recent studies have shown that many Australians have suffered stress at work because of their personal financial situation, As a consequence, they’re unable or unwilling to participate in work activities, so employers are looking for more ways to support their workforce and improve their financial wellness. That’s why we’ve partnered with expert providers to deliver a financial wellness program1 to you and your employees.

Could you save on your mortgage?

Whether you and your employees are looking to get into the property market for the first time or searching for a better deal on an existing mortgage, our Mortgage Health Check can help. We’ve partnered with expert providers to provide an obligation free, nothing-to-pay mortgage health check.

Credo Financial Services2 – the personal touch

You can meet with a mortgage solutions specialist either over the phone or in person. They’ll step through the options with a view to improving your financial outcomes and mortgage position and the rates you pay. Simply review the information then make a choice – you’re completely in control.

 

LoanDolphin3 – online and self-serve

Mortgage brokers and direct bank lenders compete to offer the right mortgage product at competitive rates, all facilitated by the LoanDolphin secure website. You can chat to the providers anonymously, look up reviews and ratings and compare offers side by side. Then choose to switch or stay. It’s entirely your call, and you can test the rates whenever you want – all at no cost!

 

Could your finances be healthier?

We’ve partnered with Wisr, Australia’s only ASX-listed marketplace lender, to offer your employees access to a tailored program to improve their overall financial wellness and resilience.

        • Take a 5-minute financial wellness survey with personalised feedback report and tailored information to assist in increasing financial capability
        • Compare your credit score across the major credit reporting agencies, and receive hints and tips to improve your credit score and worthiness
        • Download a nifty app to round up digital spare change and pay down debt faster
        • Use a debt consolidation service with low rate personal loans

1 AccesPay will receive commission payments from Credo Financial Group, LoanDolphin or Wisr Finance, (as the case may be), in respect of any loan transactions that result from the referral. 2 The personal meeting mortgage health check is offered by Credo Financial Group, Australian Credit Licence Number 402515. Any personal information provided to Credo Financial Group as part of the Mortgage Health Check will be held, stored and used in accordance with the Credo Financial Group Privacy Policy credofinancial.com.au/privacy‐terms/. 3 The online mortgage health check is offered by LoanDolphin, Australian Credit Licence Number 500703. Any personal information provided to LoanDolphin as part of the Mortgage Health Check will be held, stored and used in accordance with the LoanDolphin Privacy Policy loandolphin.com.au/privacy‐policy/. 4 The financial wellness program is offered by Wisr Finance, Australian Credit Licence Number 458572. Any personal information provided to Wisr Finance as part of the financial wellness program will be held, stored and used in accordance with the Wisr Finance Privacy Policy wisr.com.au/Legal/Privacy