Employers

Whether your organisation is big or small, providing financial literacy education to your employees as part of your commitment to staff training and personal development, is a rock solid way of ensuring that they spend their time at work focusing on their job...and not on their finances.

 

If your employees are overly concerned or unnecessarily distressed about their finances, they will be less productive. 

EquityLend MoneyCoach offers a unique workshop that is fun, educational and motivating. The workplace is a great environment to learn about important concepts in finance because it is where we are all faced with decisions on how to manage our pay, superannuation, and other benefits.

Truly understand how your clients think and feel about money and the things they most want to achieve

You know coaching is both a process and a partnership

A facilitated MoneyMAP Money Personality Diagnostic will deliver unquestioned value and insight to any coach-client relationship. The depth of awareness that MoneyMAP delivers can offer your client a clarity and self-awareness that will enable greater outcomes through focus and accountability and greatly improve the coaching process. 
 

The knowledge MoneyMAP provides allows you to offer your client more focused attention. Knowing your client’s Money Personality will enable you to better understand your client's needs and overcome the obstacles that relate to finance and money.  

Use MoneyMAP to "truly understand who your clients are, how they think and feel about their money and what they most want to achieve." Gain a deeper understanding of the money relationship between spouses and business partners and earn ongoing custom and advocacy from your clients.

Josie Thomson

Brisbane

We've found the most effective way to work with our clients is to truly understand their needs instead of imposing our own, or what we think most important. Using MoneyMap helps us truly understand who our clients are, how they think and feel about their money and what they most want to achieve."

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The process

1. Your Client Accesses Website
With MoneyMAP Password

2. Your client completes online MoneyMAP Questionnaire

4. Your Client Debriefs with MoneyCoach

3. We prepare and review MoneyMAP report

Latest home loan
interest rates

The comparison rate provided is based on a loan amount of $250,000, term of 25 years, principal & interest repayments. It only applies to the examples given. Different amounts and terms will result in different Comparison Rates. 

Owner Occupied Variable

Starting from

3.04

%

p.a

Comparison Rate *

3.33

%

p.a

Investment Variable

Starting from

%

p.a

3.19

Comparison Rate *

3.64

%

p.a

*

T 0402 684 199

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EquityLend Finance Group Pty Ltd

ACN 094 349 158

© 2017 EquityLend Trading Trust

ABN 48 461 421 471

Member Number

M-324231

Etairos Finance Pty Ltd

Wholly owned subsidiary of

EquityLend Finance Group Pty Ltd

ACN 159 947 323

Credit Representative 427654

authorised under Australian Credit Licence 389328