WHAT OUR CLIENTS ARE SAYING

The Financial Wellness Matters Group are working with a number of organisations throughout Queensland educating their employees around the fundamentals of Financial Welllbeing. Here is what some of our partners have said about the program.

“We were fortunate to have partnered with the Financial Advice Matters team on a 6 month financial education program in 2019 as we readied our employees for pending redundancy. The FAM team were exceptional in delivering a comprehensive, yet easy to understand program extending from budgeting to debt management, investment and redundancy. I witnessed an instant rapport and trust with attendees through FAM’s openness and transparency throughout the program. I have no hesitation in personally recommending the FAM program to empower people to take control of their finances.”

— Mr Trent K, New Hope Group

“Investing in Health and Wellbeing makes good business sense. Tracy Consulting Services (TCS) is proud to partner with Adrian Berkeley and his team from Financial Advice Matters, to deliver a comprehensive suite of on-site Health and Wellbeing Programs and services to the employees of Redland City Council. Adrian’s extensive financial knowledge and years of experience, is evident in his delivery of a contemporary and proactive Financial Wellness Program to this important client. His caring and approachable style – whether it be one-on-one in assisting an employee understand their requirements in retirement, through to providing a public financial education session, perfectly integrates with, and complements our existing physical, social and mental Wellbeing Programs.

There is clear evidence that the physical, mental, social and financial health of employees affects the workplace, and those organisations such as Redland City Council who invest in Health and Wellbeing initiatives reap the positive cultural and safety benefits that are much broader than the financial gains from reducing absenteeism, accidents and injuries.”

— Adrienne T, Tracy Consulting Services

“Partnering with FAM over the past 12 months has seen the young people we work gain insights and support around financial and employability skills. Darren, Francis and Adrian are compassionate, wellness-driven professionals who have given their time, expertise and support to school communities. It is this support which has helped build SCIPS’ Project ACE focus on supporting young people to Act, Connect and be Empowered as they look to successful work life balances, whilst understanding the need for finance wellness.“

— School Community Industry Partnership Service (SCIPS)

“We are midway through our financial wellness training for staff with Financial Advice Matters. So far a number of our employees have already made changes to their personal finances and are enjoying some wins. We have found the training to be well prepared and delivering exactly what we need for our team. Francis and Mel have been open to feedback, and have proactively adapted future sessions to better accommodate our employees. I would most certainly recommend these guys for financial wellness training.“

- Wendy M, Impact Manager, Silver Chef.

“Darren and the Financial Advice Matters team have consistently gone above and beyond for the WayAhead Workplaces team and membership network since we connected in 2017. They have supported us by creating and sharing resources, discounts, opportunities and referrals. We value their passion for financial wellness, and understanding of how it fits into a holistic picture of wellness, particularly throughout the challenges of 2020.”

— WayAhead Workplaces

“Darren, Francis, Mel and the team from FAM are true Financial Wellness experts. They have designed and are delivering a targeted program which is empowering our employees and their family members at a very challenging transition. Thank you FAM.”

— Bella R, Wellness Adventures Australia

I engaged with Darren and the team at Financial Wellness Matters last year as a way to provide financial wellbeing support to the corporate clients of GU Health/nib. Recent years have highlighted the importance of financial health and our clients have realised the importance of supporting their employees in this space. The services delivered by Financial Wellness Matters not only provide fantastic information but the impact on the mental health of workplaces cannot be understated either. They are knowledgeable, drive engagement and provide outstanding support across the board.

-Jason F, GU Health | nib

“The Motor Trades Association of Queensland engaged Financial Advice Matters to deliver a monthly financial wellness program throughout 2019. The staff found the program to be highly beneficial, educating on many diverse facets of financial acumen, suitable for all age levels.”

— Dr Brett D, MTAQ

“The team at Financial Wellness Matters is absolutely fantastic! As a Young Professionals group, it can be hard to get financial information that is targeted to our circumstances, but Financial Wellness Matters had thought of that already and had a super line up of topics that could be used to target our demographic and level of understanding. The team delivered every session with enthusiasm and made sure to answer every question (no question was too hard!). The sessions were tailored and delivered perfectly for our circumstances, as we have an office that is spread across multiple locations, and this was easy for the team to accommodate for. I couldn’t recommend the team at Financial Wellness Matters more!”

-Annabel and Eva | Young Water Professionals