Step ⁄01
Initial Meeting
Initial meeting with Evolve to
familiarise ourselves with your
company, have a conversation
about your needs, and
determine the most effective
ways we can assist both you and
your employees.
An initial report that outlines outcomes of the financial health check and highlights identified skill-gaps.
Step ⁄02
Free Financial Health Check
A free financial health check is sent to your employees to help them gain a better understanding of the type of financial support they may require.
An initial report that outlines outcomes of the financial health check and highlights identified skill-gaps.
Step ⁄03
Personalised Offer
After analysing the insights gained from the
diagnostic, you will be able to make an informed
decision on how to best support your employees.
At this stage, we will present you with a personalised offer that has been thoughtfully crafted to provide the most effective financial support to your staff.
At this stage, we will present you with a personalised offer that has been thoughtfully crafted to provide the most effective financial support to your staff.
An initial report that outlines outcomes of the financial health check and highlights identified skill-gaps.
Step ⁄04
Rollout
Once you have selected the
most suitable package for
your needs, we will confirm
the completion dates for the
rollout.
An initial report that outlines outcomes of the financial health check and highlights identified skill-gaps.
Step ⁄05
Implementation
At this stage, your customised
financial education package will
be implemented.
Your employees will gain access
to their respective modules and
learning platform.
An initial report that outlines outcomes of the financial health check and highlights identified skill-gaps.
Step ⁄06
Reporting
Stakeholders will receive regular reporting on engagement and employee progress.
An initial report that outlines outcomes of the financial health check and highlights identified skill-gaps.
Do you want to support your employees
with financial well being?
Let's Talk
Discover the key ways to promote your employees’ financial wellness by requesting your free.
