For government and funded programs
Support people well. Show where the investment made a difference.
Give participants private, practical financial wellbeing support while your program gains a clearer view of engagement, progress and outcomes.
Private by design · No financial product sales · Cohort-level reporting · Works alongside existing services
The challenge
Funding support matters. Showing what changed matters too.
Government programs often support people facing complex financial and personal pressures. The challenge rarely stops at providing access.
Leaders, program teams and funding bodies also need to understand: did people engage? Did they make progress? Did the support reach the people it aimed to help?
Give participants somewhere private to understand their financial position, work through their next steps and reach more support when they need it.
At the same time, give your program clearer evidence of participation and progress without exposing anyone’s personal financial information.
government and funded programs support
Give people practical support they can use on their own terms.
Participants can work through financial pressure privately and at their own pace. They can:
- Understand their financial position
- Identify the pressures affecting them
- 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 until the situation becomes critical.
The experience
Make support easier to access and easier to use.
Understand what’s happening
Bring financial information together and build a clearer picture of where things stand.
Work out what matters first
Use personal guidance to sort through competing pressures and identify the next priority.
Take practical steps
Turn broad financial goals into smaller actions people can work through.
Track progress
See how habits, circumstances and financial wellbeing change over time.
Reach more support
Connect with trusted human help through the Care Portal when a problem needs specialist support.
For your organisation
Turn participant support into evidence your team can use.
A clear program dashboard helps your team understand engagement and progress across the people you support.
Your program sees the bigger picture.
Participants keep their personal financial information 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 how people use available support
- Assess program uptake
- Prepare internal and stakeholder reporting
- Inform future program decisions
Dashboard
See more than attendance.
Participation · Engagement · Progress over time · Cohort-level wellbeing movement · Broad areas of financial pressure · Support pathways used
A useful program report should answer more than “how many people took part?” It should help answer “what happened after they did?” Cohort-level insight only - no individual balances, transactions, linked accounts or personal conversations.
Privacy
Protect the person while measuring the program.
Participants control their own financial information. Your department, agency or funded program never sees:
Your team receives aggregate insight across the participating group.
People keep their privacy.
Your program gets evidence it can 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 another layer of support without replacing the services already working.
Financial wellbeing rarely sits in isolation. People may already receive financial counselling, case management, mental health support, housing assistance or other funded services.
This support can sit alongside those programs. Give participants practical help earlier, while keeping specialist services available when people need deeper support.
Your program gains another way to support people between appointments, referrals and major intervention points.
Care Portal
When someone needs more, help them reach the right service.
Financial pressure often connects with other challenges.
The Care Portal gives participants a pathway to preferred support partners when they need specialist human help.
- Financial counselling
- Mental health
- Family and relationship support
- Housing and crisis services
- Gambling harm support
- Other specialist services
Participants decide whether they want to take the next step.
Nothing needs to pass back to the program at an individual level.
Getting started
Shape the support around your program and the people it serves.
Different programs serve different communities, operate under different funding models and measure success in different ways.
Start with a conversation about:
- Who you want to support
- What pressures they may face
- What services already exist
- How participants should access support
- What outcomes matter to your program
- What your reporting needs to show
- Whether a defined cohort or broader rollout makes sense
Support people well. Show where the investment made a difference.
Give participants private financial wellbeing support while giving your program clearer evidence of engagement and progress.
Frequently asked questions
Who can access the support?
You can offer access to a defined participant group, client cohort, community or broader funded program.
Can our program see individual financial information?
No. Your program receives cohort-level information only. Personal balances, transactions, linked accounts and private conversations remain private.
Does this replace financial counselling or case management?
No. It works alongside existing services and gives people practical financial wellbeing support between or before specialist interventions.
Does it provide financial advice?
No. Participants receive financial wellbeing education, tools and guidance rather than personal financial advice.
Can this work within an existing funded program?
Potentially. The right structure will depend on the program, funding agreement, procurement requirements and intended participant group.
What does our program receive?
Your team can receive cohort-level engagement, progress and wellbeing reporting to support program reviews, stakeholder reporting and future decisions.
Do we have to start with a pilot?
No. The right approach depends on the program, cohort and existing service model.
How much does it cost?
Scope and pricing depend on the number of participants, program structure and reporting requirements. Book a demo to discuss the right approach.