Testimonials

The Financial Wellness Matters Group are working with a number of organisations throughout Queensland educating their employees around the fundamentals of Financial Welllbeing. Here is what some of our partners have said about the program.

What our clients are saying

We were fortunate to have partnered with the Financial Advice Matters team on a 6 month financial education program in 2019 as we readied our employees for pending redundancy. The FAM team were exceptional in delivering a comprehensive, yet easy to understand program extending from budgeting to debt management, investment and redundancy. I witnessed an instant rapport and trust with attendees through FAM’s openness and transparency throughout the program. I have no hesitation in personally recommending the FAM program to empower people to take control of their finances.
— Mr Trent K, New Hope Group
 
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Darren, Francis, Mel and the team from FAM are true Financial Wellness experts. They have designed and are delivering a targeted program which is empowering our employees and their family members at a very challenging transition. Thank you FAM.
— Bella Reynolds, Wellness Adventures Australia
The Motor Trades Association of Queensland engaged Financial Advice Matters to deliver a monthly financial wellness program throughout 2019. The staff found the program to be highly beneficial, educating on many diverse facets of financial acumen, suitable for all age levels.
— Dr Brett Dale, MTAQ
 
Investing in Health and Wellbeing makes good business sense. Tracy Consulting Services (TCS) is proud to partner with Adrian Berkeley and his team from Financial Advice Matters, to deliver a comprehensive suite of on-site Health and Wellbeing Programs and services to the employees of Redland City Council. Adrian’s extensive financial knowledge and years of experience, is evident in his delivery of a contemporary and proactive Financial Wellness Program to this important client. His caring and approachable style – whether it be one-on-one in assisting an employee understand their requirements in retirement, through to providing a public financial education session, perfectly integrates with, and complements our existing physical, social and mental Wellbeing Programs.
There is clear evidence that the physical, mental, social and financial health of employees affects the workplace, and those organisations such as Redland City Council who invest in Health and Wellbeing initiatives reap the positive cultural and safety benefits that are much broader than the financial gains from reducing absenteeism, accidents and injuries.
— Adrienne Tracy, Tracy Consulting Services