Workplace education
Presentations, lunch-and-learn sessions, education seminars and group question sessions.
Impact sector · Velocity Financial
Supporting the people behind your purpose
Help your people build financial confidence through KiwiSaver support, employee benefits, practical education and access to personalised advice.
Book an Employee Benefits & Wellbeing Consultation
People are at the heart of every impact organisation. Your ability to create positive change depends on attracting, supporting and retaining great people.
Impact-sector organisations do not always have the same remuneration budgets as the private sector, but there are meaningful ways to support a team’s financial wellbeing and help people build confidence in their financial future.
At Velocity Financial, we help organisations provide access to KiwiSaver support, employee benefits, financial education and personalised financial advice.
- KiwiSaver education
- Employee benefits
- Financial education
- Individual advice
- Attraction and retention
- Employee wellbeing
KiwiSaver support
Help employees understand an important long-term investment
Many people remain unsure whether they are invested in an appropriate KiwiSaver fund or making informed use of the options available to them. Workplace education and access to individual advice can turn uncertainty into practical next steps.
Individual KiwiSaver reviews
Fund suitability, contributions, first-home withdrawal education, retirement discussions and ongoing advice.
Employee benefits
Build a benefits programme that fits your people and budget
A thoughtful programme can support staff wellbeing while strengthening engagement and retention. We can review existing arrangements or help identify new options aligned with your organisational goals.
- Group health insurance
- Life insurance
- Income protection insurance
- Trauma cover
- Employee wellbeing initiatives
- Workplace financial education
Personalised support
Advice for different stages of life
Some employees may be saving for a first home. Others may be managing a mortgage, protecting their family or preparing for retirement. Employees can access confidential advice tailored to their own circumstances.
- First-home buying
- Home lending and mortgage structuring
- KiwiSaver
- Personal insurance
- Investment advice
- Retirement planning
Why it matters
A practical investment in your people
Financial wellbeing initiatives can complement your wider wellbeing, engagement, recruitment, retention and employee development work. The outcomes depend on the programme and your people, but access to clear information and trusted advice can be a meaningful employee benefit.
Common questions
Frequently asked questions
Yes. Topics can include KiwiSaver, first-home buying, personal insurance, retirement planning, financial wellbeing or broader financial education, shaped around your people and organisation.
Yes. Employees can choose to meet privately with an adviser to discuss their circumstances, goals and financial questions.
Access to financial education, KiwiSaver support, employee benefits and professional advice can form a useful part of a broader employee value proposition, particularly where remuneration budgets are constrained.
Yes. We can assess current arrangements, identify potential gaps and explore options that support employee wellbeing and organisational sustainability.
Yes. Programmes can be scaled from small community groups through to larger charities, schools and national organisations.
Yes. Financial wellbeing can complement broader wellbeing, engagement, recruitment, retention and development initiatives.
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Help your people build stronger financial futures
Whether you want to strengthen KiwiSaver support, provide staff education, review employee benefits or offer access to professional advice, we can help shape an approach for your organisation.
Book an Employee Benefits & Wellbeing ConsultationProduct eligibility, insurance benefits, underwriting and entry terms vary by provider and individual circumstances.