Nearly half of Australian employees worry about their finances every week (AMP, 2022). Business owners, HR leaders and CEOs: you can empower your workforce and boost productivity with Rask’s corporate financial wellness programs, with programs tailored to your business, to support financial wellbeing. In doing so, you should expect increased productivity, workplace harmony and increased job satisfaction (i.e. retention).
Our financial wellbeing workshops provide a dynamic and supportive setting where
employees can build essential financial foundations. Available in person or online, each workshop is engaging, informative, and packed with actionable steps that participants can apply immediately to improve their financial lives.
Our individual financial coaching offers your team a personalised approach to financial
wellbeing, meeting each employee exactly where they are on their financial journey. These one-on-one virtual sessions provide guidance and support, allowing participants to explore their unique financial challenges and goals in a confidential, supportive environment.
A comprehensive session that covers all aspects of financial wellness. Gain a solid foundation with insights into cash flow management, effective debt strategies, and
practical approaches to both day-to-day and long-term financial management.
Superannuation is one of the biggest assets we will hold in our lifetime—understanding it is crucial. This session provides a comprehensive guide to understanding and maximising superannuation, tailored for all ages and stages of life to help build a secure future.
From understanding asset types to learning about risk management and long-term growth strategies, Investing 101 covers the essentials to help you make smarter financial moves. Whether you’re just starting out or ready to take things to the next level, this workshop has something for everyone.
Financial choices are often influenced by deeply rooted beliefs and emotions. This workshop explores the mindset behind financial behaviours, revealing how habits and attitudes impact spending, saving, and investing. Learn techniques to reshape your money relationships and make more intentional and confident financial decisions.
Contact us to create customised workshops tailored to the unique financial needs and goals of your team.
With over two decades of experience, much of that as a financial adviser, Gemma’s expertise spans all things personal finance, property investment, career transitions, superannuation, and overall financial wellness. As a mum of two, she understands the importance of balancing life’s responsibilities and knows that the quickest way from dream to reality is a solid plan that includes flexibility and fun. Her approach to money is empathetic and pragmatic—she knows there is no one-size-fits-all when it comes to wealth building and equips her clients with strategies to support their goals, lifestyle, and make them feel in control.
As a Behavioural Money Coach, Karen combines her 22 years financial advising experience with insights from behavioural economics, psychology, and mindfulness to help clients uncover the root causes of their financial challenges to support them develop healthier relationships with money. Her focus is not just on budgets or spreadsheets but on understanding client’s unique money personality, values, and beliefs that influence their financial decisions.
Karen is a Certified Money Coach (CMC) ®, holds a Bachelor of Accounting, an Advanced Diploma in Financial Planning and CFP. She is a Member of the FAAA, holds board and investment committee roles and is a financial commentator appearing regularly on radio, podcasts and news media.
Over the past decade, our financial experts have conducted financial wellness programs for AFL and cricket teams, global technology companies, Australia’s largest telcos, 5-person businesses, 5,000-person businesses, community groups, and more.
Here’s a checklist of things you should look for in corporate financial wellness programs in Australia:
Is the educator actually qualified and authorised?
Note: This is not about experience, but actually asking yourself, ‘Is this person qualified under Australian law?’. Depending on your company’s goal, you may need to ensure the provider operates under an Australian Financial Services Licence (AFSL). We believe this is the ultimate seal of authority because it is a very high hurdle to achieve (and it’s a legal requirement, depending on the material being offered). You can check if the company/person’s AFSL is current by searching the professional register at asic.gov.au. You will notice in our website footer (down this page) that we have all of this, plus a load of other important disclaimers designed to protect Australians from scams and salespeople dressed as experts. For example, if you simply want to offer your team a factual education on budgeting and debt management, your educator legally doesn’t need to operate under a licence. However, if you would like the financial educator to open up for some basic share market Q&A, offer a generalised opinion on superannuation material, or explain the pros and cons of insurance, that educator needs to operate under a licence.
Does the educator, or their parent company, want to sell your team financial ‘products’?
If you’re getting a financial wellness program put together by a big bank, mortgage broker, or financial advice business (like us), do you think their material may be biased? While bias is a human quirk, it’s important to understand why the company might be offering a wellness program and the potential consequences of your team being exposed to that brand. No educator connected to Rask is allowed to recommend something our business will benefit from—other than our online educational courses and memberships. But if you choose to use us, your team gets access to our courses and programs anyway. Our educators receive a fixed fee for the program and follow a workshop format that has been reviewed by their peers to ensure your experience is industry-leading across aspects like engagement and impact.
What is the format of the financial program?
Many financial wellness providers offer in-person, online, or a hybrid (e.g., one-day workshop + online). Many will offer financial wellness programs as once-off, ongoing, group plus individual training, or just group-based training. We believe ongoing programs or ‘educational sprints’, across multiple sessions, are significantly more effective and impactful on your team than once-off programs.
Does the financial wellness program offer ongoing benefits?
We believe the best programs have multiple touchpoints; otherwise, you risk paying thousands of dollars for a ‘session’ that no one engages with or is simply left with more questions than answers. Finance is arguably one of the most intimidating and ‘wide’ topics of life that can be extremely overwhelming at first. The iceberg analogy applies (there’s a lot more to it underneath the surface). Depending on your needs, our programs always come with unlimited access to Rask’s online finance courses and our membership, and our experienced money coach partners may also offer one-to-one coaching.
Your financial education partner should be able to give you confidence across each of these items.
Why does Rask offer financial wellness programs?
Born in 2017, Rask’s mission is to enrol 100,000 Australians in totally free and genuinely helpful finance courses. As of 2025, we have enrolled 32,000+ students and reached more than 1 million Australians across our podcasts, websites, and events. The reason we offer financial wellness programs is not to make a profit but to grow awareness for our free programs and leave the world in a better place. By partnering with corporates and business owners, we believe we stand a better chance of leaving the world smarter, happier, and healthier.
Our workshops are ideally 1 hour, but we can accommodate shorter sessions with a
minimum of 30 minutes to fit your team’s schedule and needs.
Workshops are available both in person and virtually, allowing for flexibility based on your team’s location and preferences.
Yes, workshops can be recorded and made available for employees who are unable
to attend live sessions, ensuring everyone has access to the information.
Each workshop includes customised content tailored to your team’s goals, dedicated
Q&A time, and helpful resources such as worksheets and templates to support
learning and engagement.
