Workplace Financial Advice

Peace of mind for your over-50 employees

Our workplace advice clients receive a comprehensive wealth management advice and education service. We help your most valued employees reduce financial complexity and unnecessary costs, save time and provide peace of mind that they are on track to achieve their financial goals. We have provided a summary of our workplace advice service below.

Introducing the Pacific Advisory Workplace Financial Advice Program

The Pacific Advisory Workplace Financial Advice Program provides employers with access to trusted professional financial advice and education for their over-50 senior managers and executives.

Understanding your over-50 employees

Over-50 managers and executives are staying in the workforce longer and with life expectancies continually increasing, it is more important than ever to plan for eventual retirement. Despite the financial complexity your employees experience, many are time-poor and do not always have the opportunity to seek professional financial advice.

The Pacific Advisory Workplace Financial Advice Program overcomes this problem by delivering financial advice and education to the workplace.

Services for employers and employees

By participating in the Pacific Advisory Workplace Financial Advice Program your organisation and selected employees have access to the following:

• A client service manager for all employee administration and portfolio enquiries.
• A highly qualified financial adviser for consultations, advice and guidance.
• Employer Relationship Consultant for all employer communication.
• On-site servicing as required.
• Access to a specialist mortgage adviser backed by a dedicated support team.
• A relationship with a specialist provider of expert wealth management strategies to affluent and high-net-worth professionals.

Protecting against employee turnover

Retaining your high calibre over-50 managers and executives can be critical to the long-term success of your organisation. The effects of abnormally high turnover include:

• Unnecessary recruitment and training costs. 
• Additional advertising expenditure. 
• Lower productivity as replacement employees develop their skill levels. 
• Lost intellectual property and corporate knowledge. 
• Potential for loss of key clients.

To learn more please visit our dedicated wealth management advice portal here

Any advice on this page is of a general nature and does not take into account your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before acquiring any financial product, you should read the relevant product disclosure statement. Financial advisory services relating to superannuation, retirement planning, personal insurance, and investment are provided by Pacific Advisory Wealth Management Pty Ltd ABN 83 131 918 342, an Authorised Representative of Hillross Financial Services Limited ABN 77 003 323 055 (AFSL 232705). Mortgage Solutions and finance broking activities are provided by Pacific Advisory Lending Pty Ltd ABN 34 136 841 702. Contractor Management and Business Consulting services are provided by Pacific Advisory Consulting Pty Ltd ABN 97 133 025 653.