PATHFINDER, our DIY financial planning system delivers lasting financial wellbeing for your team.

Not every employee has the need or time to join a financial wellbeing programme from the get-go and will work through the content at their own pace and only start using the tools when they’re ready.

To maintain affordability while being able to facilitate implementation, internal promotion, onboarding, and ongoing employee engagement, complete with a sufficiently diverse range of inclusive support our pricing is based on:

A rolling twelve-month commitment window, overall headcount at the beginning of each term, average adoption rates, and extent of support uptake.

Predictable budgeting is achieved through a monthly charge per headcount payable in advance monthly or yearly up-front with a significant discount serving to further increase affordability.

For enhanced privacy and confidentiality bolt-on and ad-hoc 1-2-1 training and coaching first-come, first-served Flowcast(ing) regular clinics and session packages are tailored and priced to your needs.

Visit our pricing page for more details.

Knowing where you stand financially now, today is only a small piece of the money puzzle.

That’s why we’re very specifically focussed on the seer-like solution we’re offering. We believe when you can see your money future clearly in the context of all your regular, irregular, and ad hoc incomings and outgoings, alongside your aspirational visionary scenarios across time your perspective will change.

You’ll quickly transition from the debilitating option paralysis of not knowing to making more informed, timely, and contextually considered choices with greater clarity, confidence, certainty, and control.

When you look at the compounding effect of your adopted money map (behaviours, actions, and habits) across time the impact your decision-making, has on your financial future is, for good or bad, inescapable. You’ll be compelled to change how you see and manage your money for the better.

You’ll start logging personal spending, tracking household budgets, and changing habits not because you should but because you understand and appreciate the benefits of expanding and refining your money map, and simply want to.

Flowcasting™ is the art and craft of creating your day-to-day financial roadmap. By giving you the power to see where you are now and where you’re heading It underpins and strengthens everything else important to personal money management.

That’s why it’s foundational, forward-looking, and vision-led. The Flowcast™ SUPER-TOOL doesn’t rely on up-to-date historical data or need to be hooked up to any other applications, systems, or institutions.

You don’t need to be a financial advisor or a wealth planner to be prepared for undesirable, desirable, unexpected, or expected economic situations.

Flowcasting™ is standalone yet complementary and bolsters any other financial wellbeing initiatives you’ve implemented or are considering.

We know you’re busy and finding the time and energy to organise the roll-out of a new initiative can be overwhelming to the extent you’d absolutely love it if someone could just do it all for you!

Rest assured we can and will do it all for you.

Our account-managed internal promotion, incentivised invitation, student nurturing, streamlined onboarding, and ongoing engagement system have led to the highest financial wellbeing initiative uptake and engagement rates in the industry.

You only need to provide us with a list of names, emails, telephone numbers (optional), and an initiative announcement date and we’re good to go.

However, we also know that despite how time-strapped you are right now you may still want to be actively involved in and enjoy tailoring PATHFINDER’s onboarding and ongoing management.

Regardless of how hands-on you want to be, we’re keeping it super simple yet sophisticated.

Firstly, you’ll be invited to experience the PATHFINDER roll-out process yourself before pressing go.

It’s important to us all that the way we communicate with your team meets your evolving requirements and continues to exceed your expectations.

We’ve designed a white-labelled company-branded onboarding approach that allows us to personalise and tailor our email sequence to include messages from key personnel within your organisation.

You’re welcome to provide feedback on the copy tone of voice and frequency of emails.

There is also an option to have a Flowcastic™ representative connect directly with your individual team members by telephone or Zoom to ensure they’re aware of the PATHFINDER initiative, answer any of their questions, and offer support.

And of course, if white labelling isn’t your thing, we have an off-the-shelf field-tested onboarding email sequence ready to go at a moment’s notice.

Regular account check-ins and ongoing project management by the Flowcastic™ team, along with the support of your dedicated account manager, come naturally to us. We tailor and adapt the onboarding process to align with the cultural nuances of your business. Our expertise lies in guiding you and your team objectively through the foundational landscape of financial wellbeing.