Employee Financial Wellness Questionnaire

Do you know the state of your employees finances? Can you afford not to?


InvestmentWise has developed a proprietary South African based financial wellness survey, to assess the level of employees’ financial health and how this is impacting your business.

 What are the Benefits for you as the Employer?

  • Gain insight into the extent of your employees’ financial stress in your organisation
  • Understand how this may be impacting your bottom line
  • Increase staff loyalty by showing your employees you care about their wellbeing

 What are the Benefits for your Employees?

  • Encourages employees to reflect on their financial beliefs, concerns and behaviour.

How does it work?

  • Each employee is given a link to complete the survey anonymously using a smartphone or computer with internet access
  • The survey comprises a range of questions using simple English, and takes 5-10 minutes to complete
  • Employers are presented with a FREE comprehensive report detailing the overall state of their employees’ personal finances on a group level and impact on their work performance.


Feedback to Employers

InvestmentWise provides each participating company with a feedback report after conducting the survey. This report includes detail regarding the overall financial state of their employees in an anonymous, confidential manner.

This service is currently being offered as a complimentary service to companies with no obligation to utilise any of our other services.


Some of the programmes we have delivered…

We facilitated the Wealth Management Level 4 Qualification to 70 Allan Gray call centre and administration employees in 2008.
We have been facilitating the full Wealth Management Level 4 qualification to Silica employees for 10 consecutive years and have trained a total 170 employees to date.
InvestmentWise delivered the Wealth Management Level 4 Learnership on behalf of Liberty to 49 unemployed learners in Gauteng in 2016.