Employee Financial Wellbeing
Momentum Corporate supports employers and employees with solutions that encourage meaningful engagement with employee benefits throughout their journey to financial success.
We recognise that every employee’s situation is different and help reduce financial pressure by:
- Improving financial literacy through education.
- Retirement benefit counseling.
- Debt management and counselling.
- Support with practical financial plans.
- Access appropriate financial advice when they need it most.
- Connect their benefits to their financial goals to improve long-term outcomes.
Financial literacy and education
Our approach combines education, insight and personalised support, delivered through convenient tools.
- Personalised onsite workshops.
- Essential financial skills development.
- Support with digital access to financial coaches.
Retirement benefit counselling
The choices your employees make today will shape their income for the rest of their lives. It’s essential that they are informed and empowered to make the right decisions. Our retirement benefit counsellors also known as financial coaches help employees understand their retirement fund options when they join, exit, as well as during their fund membership and make choices that fit their unique needs.
- Guidance for employees to safeguard their retirement savings.
- Counselling through in-person and digital platforms.
Financial tools and insights
We use a range of tools and analysis to understand employee needs and support better financial outcomes.
Employee benefits dashboard
A high-level view of workforce demographics, contribution rates, and industry benchmarks.
Retirement replacement ratio calculator
Highlights gaps and informs strategies to improve long-term financial outcomes.
Credit and debt behaviour analysis
Insights into indebtedness and areas for targeted interventions.
Our Smart Solutions guide employees to financial success
Smart Move
Smart Move is our cellphone friendly digital solution that empowers employees to make better financial decisions when they resign from their job. It assists them to make informed decisions by creating awareness about the importance of keeping their retirement savings invested, as well as the tax impact of taking their retirement savings in cash.
Communication strategy and reporting
We develop and implement communication strategies to encourage participation in financial well-being activities, using your preferred platforms, like digital, print, mobile, or face-to-face.
Ongoing reporting tracks usage, engagement and financial trends across your workforce.