Understanding financial concepts can be complicated — and your people, whether they're employees or members — need your support. And because people have differing attitudes towards money and competing financial priorities, the need for flexible solutions has never been greater than in today's always on world.

The challenge is providing information and tools that speaks to individuals in a simple and engaging way and the solution starts with digital.

People-first thinking

We put your people at the heart of what we do, giving them what they need to make confident, informed decisions that will positively impact their lives at all stages of their financial journey.

Financial expertise

With more than 25 years' experience delivering financial wellbeing communications, we've helped take millions of Australians from passive observers to active participants in their financial future. We've helped businesses, insurance companies, and superannuation funds provide their people with the confidence to actively engage with their financial wellbeing.

Innovative solutions

We're experts in creating easy-to-understand solutions that pushes boundaries while maximising impact and we never stop looking for new ways to engage with our clients and their people.

What our digital solutions can do

Financial engagement tools and modellers for informed decision making.

Modellers and calculators that guide people through complex financial decisions

Giving people access to tools that can help with their choices is key to helping them realise that they can control their financial future.

We have over a dozen modellers, each available individually, as part of a bespoke package or as a complete suite. So, whether you're looking for a proven turn-key solution or something bespoke, our expert team is ready to guide you through the journey.

Tools to help people engage and take actions today.

  • Small change, big savings — Highlighting how small steps can make a big difference
  • Grow your savings — Unlock the power of compound interest
  • Debt modeller — Model affordable repayments to become debt-free
  • Contributions optimiser — Uncover the best strategy for making personal contributions
  • Cost of delay — Find out how costly delaying retirement contributions can be
  • Risk profiler — Insight into individual risk appetite and investment strategies
  • Insurance needs — Protect what matters by discovering individual insurance needs
  • Insurance quote — Assess coverage to ensure peace of mind

Tools to help people visualise their future and understand the differences they can make now.

  • Supermodeller — Model the path to reach the ideal retirement savings goal
  • Hitting the target — Model exactly how much money is needed to for a desired retirement lifestyle
  • Retirement lifestyle — Encourages smart spending and the income required for different retirement lifestyles
  • Super boost — See how regular contributions can achieve a brighter future
  • First home super saver — Demonstrates the potential of utilising super for a first home

Connect with us for a live demo

Personalised statements that drive awareness and encourage action

Personalised statements help members understand what the numbers mean to them personally, empowering them to build a picture of their retirement lifestyle by setting attainable goals. We design printed, online or video statements that help members understand where they stand and realise the need to act.

Creative content: video, websites, social media and beyond

Going digital brings with it endless opportunities to unlock new levels of engagement, making it more real, personal and easy for members to interact than ever before. Whether it's an animated video or an online gateway, our digital solutions focus on UX design and accessibility. We bring something different to the conversation and make sure your communications engage your people through dynamic storytelling and visual creativity.

MoneyFit

A financial wellbeing program for employees or members.

Learn more

Why choose Gallagher

  • Experts in delivering financial wellbeing communication
  • In-depth knowledge of Australian superannuation and retirement landscape
  • Trackable behaviours and metrics
  • User-first thinking

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