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Building Financial Confidence in The Workplace

When people feel in confident and in control of their money, everything changes. Stress drops. Focus improves. Work satisfaction rises.

At Threefold, we help employers to enable financial confidence in the workplace through interactive sessions and one-on-one guidance that makes financial wellbeing simple and engaging.

All at no cost to your company or employees.
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Mortgages. Insurance. KiwiSaver.

The Threefold Programme

We are happy to come on-site or deliver online:
1. Group insight or individual drop-in sessions
2. Practical resources, to reinforce learning
3. Personal advice for your team from our expert advisers.

The content is designed around your people - from graduates to senior leaders - and is delivered at no cost to your business or employees.
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Threefold came in to offer the team of Early Childhood Teachers free KiwiSaver and financial advice. Initially, some of the teachers were a little hesitant, but once word got around about how valuable the sessions were, nearly everyone took the opportunity to meet with them.

The information and advice they received for free was priceless, and I felt really pleased as a manager to have been able to offer something so valuable to my staff. It was great to see the teachers making the most of the opportunity and coming away feeling more informed and confident about their financial futures.

Kendall Botha, Centre Manager, Campbells Bay Early Learning Centre
Education Sessions
Short, engaging webinars or in-person workshops.
Practical Resources
Helpful tools and information that reinforce learning.
Personalised Reviews
One-on-one, complimentary mortgage, insurance and KiwiSaver reviews.

Popular Topics

Our financial wellbeing sessions are designed to be simple, engaging, and relevant to everyday financial decisions.

Each topic provides employees with clear, actionable insights they can apply immediately, helping to reduce stress, build confidence, and improve overall wellbeing.

You can select a single or multiple sessions from topics such as:

Learn practical ways to take control of your finances and reduce money stress. This session covers smart budgeting habits, simple debt-management strategies, and how to prepare for life’s surprises with confidence.

Understand how interest rate movements affect your mortgage and what you can do to stay in control. We’ll share practical repayment strategies and insights to help you make informed decisions in a changing market.

Buying your first home can feel overwhelming - but it doesn’t need to be. This session walks you through the home-buying process, including deposits, lending options, KiwiSaver withdrawals, and what to expect along the way.

KiwiSaver can be one of your most powerful financial tools when you know how to use it. Learn how to make informed decisions about contributions, fund types, and how to align your KiwiSaver strategy with your personal goals.

Insurance can feel complicated but it doesn't have to be. This session explains how different types of cover work, what to consider when reviewing policies, and how to make informed decisions that protect your lifestyle and loved ones.

It’s never too early (or too late) to start planning for retirement. This session helps you understand how much you might need, how KiwiSaver fits into your future, and practical ways to build financial security for the years ahead.
After each session, we can provide practical tools and resources to reinforce learning, along with the opportunity for your staff to meet one-on-one with our expert advisers to receive personalised mortgage, insurance or KiwiSaver advice.

The Result

More focused, less stressed, happier employees with increased engagement and loyalty to your organisation.
 

Get Started Today

Getting started is easy. Simply book an introductory chat and we'll tailor a programme that fits your workplace goals, culture and schedule.

Book a free, no obligation chat today to see how we can help.
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Award Winning Advisory Firm

Threefold Group are proud to have been recognised at the Kiwi Adviser Network 2026 Awards, winning: Outstanding Advice Business (5+ Advisers) | Outstanding Insurance Adviser (Metro) | Outstanding Support Person | Runner-Up Oustanding KiwiSaver Adviser (National).

Chat with one of our award winning advisers today!