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Financial wellness

Support your employees to build wealth

Educate staff to harness their benefits for a thriving workforce.

Give employee shares meaning and value

Help your employees understand the value of their equity, appreciate its potential, and feel comfortable with their entitlements and obligations. Sharesies can provide custom workshops covering employee shares and options, how vesting schedules work, and tax implications.

Provide learning opportunities

Give your team the foundations of investing, financial planning, and other money fundamentals, delivered through accessible, interactive online courses.

Let employees learn individually and at their own pace. As they complete their learning, they can apply their new knowledge directly by taking real, guided actions within the Sharesies app.

Encourage and reward learning

Offer incentives to encourage participation and build momentum. This could be Sharesies gifts to get their portfolio started, bonus options or shares, or your chosen benefit.

Our team can help with structuring incentives to reward the actions and behaviours you want to encourage.

Track uptake and impact

Measure and report on your efforts to support financial wellness. Access our user-friendly course dashboard to understand the rate of engagement and completion and see the impact of any incentives.

Figures provided are for illustrative purposes only.

Empower staff through workshops

Education can support your team in becoming more confident with investing and personal finance.

Sharesies conducts accessible workshops on key investing and wealth topics for hands-on learning.

Let’s talk education

Tell us what you want to achieve, and our team will shape up a solution.