Site url: https://www.momentum.co.za/momentum/business/employee-financial-wellbeing
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Two women an a male colleague, with a coffee mug in his hand, having a meeting around a table, looking at the laptop screen of the woman in the middle.

Employee Financial Wellbeing

Momentum Corporate provides services and solutions for you and your employees to inspire the way they engage with their benefits on their journey to financial wellbeing. We understand they have unique personal circumstances, and can help reduce their financial stressors by:

  • Improving their financial literacy through education and benefit counselling.
  • Helping them draw up a financial plan.
  • Reducing their disengagement and apathy.
  • Providing affordable insurance, investment, savings and healthcare solutions.

A financial wellbeing programme designed around your business' needs

A woman in dark gray pants and a dark gray top, giving a presentation to a group of people seated before her in a modern, open plan office building.

Financial literacy and education

We provide customised, onsite workshops to your employees. Our workshops play an integral role in providing employees with essential financial tools and skills, like budgeting, saving, understanding debt and more. The duration of our workshops can be tailored to suit your needs.

A woman and her male colleague having a business discussion at a table, about some documents in a file.

Financial coaching and advice

Our financial coaches provide face-to-face communication to ensure your employees have the best chance of achieving their life goals, with a needs analysis, and tailored financial plan. Employees’ progress is monitored to ensure they stay on track to reach their goals.

A woman sitting at her desk with a file open and some documents spread across her table, smiling while looking at her smart phone.

Financial tools

We have developed and use various financial tools, solutions and initiatives to identify employee needs, and assist them to achieve their financial goals.

We get to know what our clients need


We go the extra mile to really understand your needs, as well as those of your employees.

Employee
benefits dashboard

It provides a high-level overview of your employees, including average age, gender, income and assets, contribution rate, as well as a benchmark, comparing your business to your industry peers for employee benefits.

Momentum Effective Employee IndexTM

Our Effective Employee Index provides you with insights into your productivity levels, how to improve these, as well as how you stack up to your industry peers.

Financial
fitness analysis

Our financial fitness analysis gives you a complete overview of the debt and financial stress of your employees, based on their current and historical credit and debt performance.

Credit and debt
behaviour analysis

Our aggregated credit and debt behaviour analysis provides insights into the level of indebtedness of your employees and identifies groups of employees where debt interventions would have the biggest impact.

Employee
benefits analysis

An in-depth analysis of how many of your employees’ retirement and insurance needs are being met by their current benefits and whether or not they will be able to retire comfortably.

Retirement replacement ratio
and insurance benefit selection

Identifies educational opportunities and informs the approach needed for the highest impact in changing the financial wellbeing of your employees.

Our Smart Solutions guide employees to financial success


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SMART COUNSEL

Giving employees access to professional benefit counselling

Smart Counsel educates employees to make informed financial decisions, in an easy-to-understand language that simplifies often complex information. Our channels include: telephonic services, member conferences and digital engagement.

A woman in a light blue shirt and red alice band, is smiling while reading a document she's holding.
SMART EXITS

Encouraging employees to preserve their retirement savings when they resign

Our Smart Exits solution was the first online process of its kind to empower retirement fund members to make informed decisions about their retirement savings when resigning from work, and encourage them to keep their retirement benefit invested.

A woman in a sitting on the backseat of a car is typing on her cell phone.
SMART RETIREMENTS

Helping employees understand their options at retirement

A smart digital platform which helps employees understand their retirement benefits and the options available to them, as well as the impact of their financial choices on their ability to retire comfortably.

Communication strategy and reporting

We draft and implement communication strategies to encourage your employees’ participation in financial wellbeing activities.

Communication is driven through your preferred platforms, like digital, print, mobile, or face-to-face.

What's more, we provide you with reports about the use of services, the success of your personalised solutions, as well as your employees’ financial trends.


Want a brochure?

Download the Employee
Financial Wellbeing brochure.

Need advice?

Get one of our financial
advisers to call you back.

Contact Employee Financial Wellbeing

General enquiries



Office hours are Monday to Friday from 08:00 to 17:00.

Smart Counsel





Office hours are Monday to Friday from 08:00 to 17:00.

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