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.
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
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:
What are the benefits
Client Feedback Survey, Nov 21