Money Ready

Ready – for a better financial plan.

The MoneyReady Program will help your people understand their financial needs for retirement.

This Program is based around 5 short videos that address the key things that shape financial needs for retirement.

  • Timing
  • Housing
  • Lifestyle
  • Health
  • Money

Your people will also learn some important tips for creating a retirement they’ll really enjoy.

The Program takes around 30 minutes to complete, and includes a printable Workbook to record notes. People who prefer to work completely online can email notes to themselves from within the Program.

If your people are seeing a financial planner, the MoneyReady Program will alert them to important issues they will need to have thought about, so they’re ready for tailored advice that’s the best fit for them.

We can provide regular reporting on the use of the Program. Talk to us about what you need to know.

See one of the videos in the Program

Learn about our other Programs

The Retirement Ready Program

Preparing for the transition to retirement