For employers
Support your people beyond the workplace. See the difference at work.
Give employees private, practical support to manage financial pressure, while your organisation gains a clearer view of engagement, progress and wellbeing outcomes.
Private by design · No financial product sales · Cohort-level reporting · Works alongside existing employee benefits
The challenge
Financial pressure doesn’t stay at home.
Money worries follow people into work. They can affect focus, sleep, confidence, relationships and the decisions people make every day.
Your organisation may already offer an EAP, wellbeing benefits, superannuation support or financial education. The harder question comes next: are people using them? And are they actually helping?
Give employees practical support they can use before financial pressure becomes something bigger.
At the same time, give your leadership team a clearer picture of engagement and progress without seeing anyone’s personal financial information.
employers support
Give people somewhere private to work through money pressure.
Employees can access support in their own time, without having to explain their circumstances to their manager, HR team or colleagues. They can:
- Understand their financial position
- See what may cause the most pressure
- Work through competing priorities
- Build practical next steps
- Connect accounts through secure Open Banking
- Track progress over time
- Reach trusted human support when they need more
No financial product sales. No judgment. No need to wait for a crisis.
The experience
Make financial wellbeing something people can actually use.
See what’s happening
Bring financial information together and get a clearer picture of where things stand.
Work through the pressure
Use personal guidance to understand what needs attention first.
Take manageable steps
Turn financial goals and worries into practical actions.
Build stronger habits
Track progress and make adjustments as circumstances change.
Reach more support
Connect with trusted human help through the Care Portal when digital support no longer feels enough.
For your organisation
Move beyond offering a benefit. See whether it helps.
A clear organisation dashboard gives your People and Culture, wellbeing and leadership teams a view of engagement and progress across the participating group.
Your organisation sees patterns.
Your employees keep their personal financial lives private.
- Track registrations and participation
- See engagement over time
- Compare starting points with later progress
- Review movement across wellbeing measures
- Identify cohort-level trends
- Understand which support pathways people use
- Assess program uptake
- Prepare leadership and board updates
- Make better decisions about future wellbeing investment
Dashboard
Give leadership something more useful than an uptake number.
Participation · Engagement · Progress over time · Cohort-level wellbeing movement · Broad financial pressure trends · Support pathways used
The dashboard should help answer a much stronger question than “how many people had access?” It should help answer “did people engage, and did anything change?” Cohort-level insight only - no individual balances, transactions, linked accounts or personal conversations.
Privacy
Give employees support without making them feel watched.
Financial wellbeing only works when people trust the space they use. Employees control their own financial information. Your organisation never sees:
Your team receives aggregate insight across the participating group.
Employees retain privacy.
Leadership gets information it can actually use.
Never visible to your organisation
- Personal bank balances
- Individual transactions
- Linked account details
- Personal financial profiles
- Private conversations
- Individual financial activity
How this fits
Add support where existing benefits often stop.
Your existing wellbeing programs still matter. An EAP can help when someone needs counselling. Super providers can help with retirement and superannuation. Financial education can teach useful concepts.
But everyday financial pressure rarely fits neatly into one service. Give employees somewhere to work through what’s happening now - before they reach a point where they need crisis support.
The result: another practical layer alongside the support you already provide, rather than another benefit competing with it.
VeriSource
Verify financial information without adding unnecessary friction.
VeriSource for Professional Services
Get the evidence. Keep the record. Lose the bank-statement chase.
When a client or transaction requires source-of-funds verification, give the client a secure way to share relevant financial data while your team gets a clearer evidence trail to review.
Built for accountants, legal teams, conveyancers and real estate professionals.
Care Portal
When someone needs more, help them find the right support.
Financial pressure can connect with problems far beyond money.
When an employee needs specialist help, the Care Portal provides a pathway to preferred support partners across relevant areas of wellbeing.
- Financial counselling
- Mental health
- Relationships and family
- Housing and crisis support
- Other specialist services
Employees choose whether they want to take the next step.
Their employer doesn’t enter that conversation.
Getting started
Shape the support around your workforce.
Different workplaces have different people, pressures and existing benefits.
Start with a conversation about:
- Who you want to support
- Where financial pressure may show up across your workforce
- What benefits you already provide
- How employees should access the support
- What outcomes matter to your People and Culture team
- What leadership wants to understand
- Whether a defined cohort or broader rollout makes sense
Support your people beyond the workplace. See the difference at work.
Give employees private financial wellbeing support while giving your organisation clearer evidence of engagement and progress.
Frequently asked questions
Who can access the support?
You can offer access to a team, business unit, location or wider workforce depending on what suits your organisation.
Can our organisation see individual employee information?
No. Your organisation receives cohort-level information only. Personal balances, transactions, linked accounts and private conversations remain private.
Does this replace our EAP?
No. It works alongside your EAP and other employee benefits. Employees gain practical financial wellbeing support before they may need more specialist help.
Will employees receive financial advice?
No. Employees receive financial wellbeing education, tools and guidance rather than personal financial advice.
Can this work with benefits we already provide?
Yes. The support can sit alongside your existing wellbeing, EAP, superannuation and employee benefit programs.
What does leadership receive?
Your organisation can receive cohort-level engagement, progress and wellbeing reporting to support program reviews and leadership discussions.
Do we need to start with a pilot?
No. The right structure depends on your workforce, objectives and existing programs.
How much does it cost?
Scope and pricing depend on the number of employees and the type of rollout. Book a demo to discuss the right approach.