Financial Fitness Campaign

Creating awareness. Suggested email 1 week before campaign commences

Dear [Staff]

Financial Wellbeing month is just around the corner!

Are you aware that 39% of Australian workers are dissatisfied with their financial situation and 50% are stressed about their finances? Are you one of the 26% of Australians who stay awake at night worrying about money?

You’re not alone. At <Insert Company> we support our employees in all areas of their wellbeing, including their financial wellbeing.

In preparation for the Financial Fitness Campaign/Financial Wellbeing month this [MONTH], we have 2 exciting missions for you: take the financial fitness test, and create your free account with our wellbeing partner, map my plan.

Mission 1: The Financial Fitness Test

The Financial Fitness Test helps you understand your current attitude towards money and if you’re interested, see how you compare against other Australians.

18 questions and about 2 minutes is all it takes.

When that’s done you’ll be guided to start Mission 2.

I’m ready! <please add your link to the unique URLs created by map my plan>

Mission 2: Sign up to map my plan

We’ve partnered with map my plan so you have the tools you need to empower your financial goals and improve your financial wellbeing.

Your personalised data is not shared with anyone (not even with us).

We’re excited to share it with you (it’s free to join).

Sign me up! <please add your link to the unique URLs created by map my plan>

[Sign off]

Campaign commencement. Suggested email for Day 1 of campaign

Dear [Staff]

Our Financial Fitness Campaign/Financial Wellbeing Month starts today!

We hope you’ve had a chance to complete the Financial Fitness Test and create your free account with our wellbeing partner, map my plan.

If not, we recommend it. If you’re going to make a change, you need to know where you’re currently at.

It takes about 2 minutes to get your score which will help you understand your current attitude towards money and how it may be affecting the decisions you make (or dont make).

It’s also a great foundation upon which to start building your own personal, financial plan and improve your wellbeing.

At [insert company] we support our employees in all areas of their wellbeing, including their financial wellbeing. Please don’t miss this opportunity to improve yours.

[Sign off]

Campaign complete. Suggested email 1 week later

Dear [Staff]

Thanks for taking part in our Financial Fitness Campaign/Financial Wellbeing Month.

You were amazing!

As a group, our average financial fitness score is <please add your score from the Reporting portal>.

If you missed it, there’s always time to start (complete the Financial Fitness Test to get a feel for your attitude towards money, then create your free account at map my plan).

I’d like to re/take the Test <please add your link to the unique URLs created by map my plan>

Sign me up! <please add your link to the unique URLs created by map my plan>

Remember:

• You’re 4 times more likely to achieve your financial goals when you have a plan in place (including family members also helps keep goals on track).

• To see if your financial outlook towards money has changed since using map my plan, it’s a good idea to re-do the Financial Fitness Test.

So we can continue supporting your financial wellbeing, we’d appreciate your feedback at info@mapmyplan.com.au

[Sign off]