My Financial Footprint

It has never been more important to help employees be financially prepared with the confidence, knowledge and tools to effectively manage money through saving, investing and managing debt to their advantage.

With the financial literacy gaps in New Zealand existing across a wide range of financial management topics, we recognised the need to also provide a broader solution beyond our foundational Will It package to be able to meet the diverse needs of employees and offer choice to employers.

My Financial Footprint enables self-paced independent learning and easy access to tools and resources that aid with financial planning whether it’s to take a trip, start a family, plan for retirement or create an emergency fund to help with life’s unexpected moments.

Building on the Will and estate planning features found in our foundational package, My Financial Footprint is a DIY digital workbench of tools and resources built on solid financial planning and management principles. Learning content is curated through access to both public and unique to Footprint resources, including bite sized learning videos provided by industry experts covering:

• Budgeting
• Debt management
• Investing
• Planning for retirement
• Saving
• Types of insurance