PROVIDING KEY STAFF WITH FINANCIAL PLANNING SOLUTIONS BASED ON INVESTING ETHICALLY

PLAN. GROW. MANAGE.

Our innovative ‘Employee Ethical Financial Planning’ package helps you as a sustainability-focused firm help key people achieve 'financial sustainability.

Traditionally, employee financial /investment planning has followed a one-size-fits-all approach, often focused on group schemes. All staff members were given exactly the same service, with no variation or ability to tailor to needs. It was hard for employers to support quality ethical investing advice, even for staff who wanted that.

Senior managers felt their particular needs - income-rich yet time poor, needing/wanting a boutique tailored service, often publicly-visible and needing to commit to their values - weren't recognised. They now want a tailored service with individual planning and modelling, as well as ethical investment solutions tailored to their particular concerns. They want help and advice in achieving financial goals - and are willing to share the cost. They want to Plan their futures, Grow their wealth, and Manage it effectively in accordance with their values.

There is now a great opportunity for employers to deliver on the opportunity as a trusted source to facilitate access to quality independent advice.

THE CHALLENGES

  • Your organisation is committed to sustainability, including supporting staff as a key stakeholder
  • Your senior people are "income-rich, time-poor" - they want to plan to achieve dreams and goals but haven't the time.
  • You are in a firm or industry where many senior people want to invest ethically, in accordance with their values

 

THE SOLUTION

Employee Ethical Financial Planning is increasingly offered by organisations committed to ESG and sustainability, actively supporting key stakeholders. This is particularly true for sustainability-focused firms and industries/ professions such as engineering, IT, construction, professional services, and the creative industries. Not only are more and more managers and professionals actively seeking future planning based on investing ethically, it helps an organisation proactively support its people.  

Our Ethical Financial planning service can include a number of components, tailored to your needs, including group presentations, one-on-one financial planning , and ongoing help and advice. We take an integrated approach including wealth accumulation (KiwiSaver and regular contribution), wealth management (lump sums such as through an inheritance) and wealth transfer (planned generosity programmes and working with others to protect assets).

PROVIDING EMPLOYEE ETHICAL FINANCIAL PLANNING HARNESSES THREE ROLES YOU AS AN EMPLOYER PLAY

  • The Founder. Providing in-house/online seminars and partly or fully paying for initial financial planning
  • The Negotiator. Working with trusted professionals including Ethical Investing NZ to provide staff-only benefits and discounts
  • The Trusted Facilitator. Facilitating access to quality professional financial advice, individually or company-wide

 

WHAT IS EMPLOYEE ETHICAL FINANCIAL PLANNING?

Ethical Investing NZ's Employee Ethical Financial Planning is an innovative, tailored, cost-effective financial advice & ethical investing service that reflects the needs of managers and other senior staff, committed to sustainability, and how sustainability-focused organisations can best help them. 

Rather than focusing purely on one part, such as KiwiSaver or lump-sum investing, Employee Ethical Financial Planning takes a more holistic approach, with a focus on helping staff take financial control of their lives.

Why is Employee Ethical Financial Planning important to you?

Employee Ethical Financial Planning is a powerful new framework that helps an enterprise understand, simply and clearly, how to meet two key employee needs:

  • Achieving Financial Independence - helping staff make smart decisions about their money to achieve their financial goals, integrating KiwiSaver, retirement planning, savings, and financial planning.
  • Managing wealth ethically - how best to manage funds once accumulated, or gained through sudden transitions such as an inheritance

 

What are the benefits

  • KiwiSaver advice - for your organisation as well as for key staff
  • Creating financial independence - modelling and advice on the best strategy to combine KiwiSaver and non-locked-in savings in an optimal way
  • Retirement/independence planning advice

"Mark has been my financial adviser for over 3 years. He has always provided me with excellent service, credible advice and unparalleled support. I trust him implicitly with my investments, knowing he understands my needs and goals, both short- and long-term. Mark provides me with investment advice and options that support these needs, and I have been thrilled to watch my investments solidly grow whilst under his watchful eye."

Kim

Rob and Mary