As an HR leader, you understand that attracting and retaining top executive talent requires more than just a strong salary package. Truly competitive offerings include well-structured benefits that support your leaders’ long-term personal and professional goals. Yet many time-poor executives struggle to navigate the complexity of their packages, missing valuable opportunities to take control of their financial wellbeing.
That’s where we come in. Our Executive Advisory Service helps your senior leaders fully understand and make the most of the benefits you provide. Through expert, personalized financial guidance, we ensure they feel supported, empowered, and confident in their financial future.
Why your business needs our Executive Advisory Service
Executive advisory services have become a critical piece in the HR strategy puzzle, enhancing talent attraction and retention, increasing workplace productivity and engagement, and adding signficant value to the overall organisational culture.
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Improve your Employee Value Proposition to attract and retain top talent.
87% of senior executives consider financial wellness benefits to be important when evaluating job opportunities (EBRI, 2020), and 83% of employees experiencing financial stress would consider leaving their current job for a similar role if it offered better financial wellness benefits (PwC, 2023). -
Increase workplace productivity and engagement.
Employers who offer comprehensive financial wellness programs saw a 56% increase in employee satisfaction and a 40% decrease in turnover (SHRM, 2019), and employees reported a 31% higher productivity level and a 22% higher level of engagement. (Willis Towers Watson 2021). -
Demonstrate a commitment and care to financial health and the role it plays in holistic wellbeing.
Financial stress can significantly impact mental health, and executives experiencing financial difficulties are less engaged, more prone to health issues, and have higher rates of absenteeism.
What our program covers
Our program is tailored to provide financial advisory services relating specifically to your business's executive remuneration packages, as well as providing advice and strategy tailored to your executives individual financial situation and goals.
Once your business is onboarded, your senior executives will be given the opportunity to participate in a comprehensive one-on-one discovery session with an experienced financial advisor. We call this a 'discovery' session as its purpose is to understand and identify the executives current personal and financial position and their short and long-term financial and lifestyle goals.
We then use this information to compile a financial strategy paper designed to enable the executive to achieve their goals.
Our strategic advice is tailored to the individual but may include:
- Comprehensive review of remuneration structure and options
- Tax implications of employee share schemes
- Tax and investment structures
- Building wealth through superannuation
- Debt reduction strategies
- Strategies to financially assist adult children
- Public and private market investment opportunities
- Estate planning and testamentary trusts
- Wealth protection strategies
- Beneficiary advice (in the event of an executives death)
How our program works
Our program is designed as an employer-sponsored benefit to help executives and senior leaders understand their executive remuneration structures and take control of their financial position and future. Through our unique discovery process, your executives will meet with a senior financial advisor to determine their current financial situation and put together a plan to achieve future goals.
Executive Advisory Service journey
Pricing
We can develop a tailored Executive Advisory Service to suit your unique business needs. Our pricing structure is based on the scope and scale of your requirements. If you would like to have a conversation about how we can develop a program to meet your budget please complete the form below or contact Luke Ball at lball@pwg.com.au
Arrange a discussion with our Executive Advisory Service manager
This information is general in nature and is provided by Partners Wealth Group. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Authorised Representative of Partners Wealth Group Financial Advice Pty Ltd. AFSL 558563 | ABN 33 662 748 496