EMPLOYEE FINANCIAL WELLBEING
Your people perform better when their finances are in order.
Financial stress is one of the most overlooked drains on workforce performance. Give your people the clarity, tools, and expert guidance to show up fully at work.
The Business Case
Financial stress is silently
costing your organisation.
It does not appear on a balance sheet. But it shows up in missed deadlines, disengaged teams, and the slow erosion of performance. When your people are distracted by financial anxiety, they cannot bring their best to work.
For most of your people, quality financial guidance has always felt out of reach. Celerey was built to change that: bringing world-class financial advisory to every level of your workforce.
59%
of employees say financial stress is affecting their work right now
Source: PwC, 2026
71%
of Gen Z employees report reduced productivity due to financial stress
Source: PwC, 2026
83%
of employees use financial wellness services when their employer offers them
Source: PwC, 2026
52%
of employees do not feel capable of planning for their long-term financial goals
Source: PwC, 2026
What Employee Financial Wellbeing Delivers
01
A More Focused Workforce
When employees are not preoccupied by financial anxiety, they bring more focus, creativity, and energy to work. Investing in financial clarity is investing directly in daily performance.
02
Retention Through Real Support
Financial wellbeing is one of the most valued workplace benefits today. Organisations that offer it build cultures people genuinely want to stay in, reducing the compounding costs of turnover.
03
Resilience Built Into Your Culture
A workforce that understands its finances is better equipped to absorb pressure and change. Consistent financial guidance builds the kind of stability that strengthens organisations from the inside.
Celerey Belief
“When your people
feel financially secure,
everything else follows.”
How We Help
A complete programme
for your workforce.
Celerey brings together accredited advisors, intelligent planning tools, and a thriving peer community: making world-class financial guidance accessible to every member of your team, regardless of seniority or income.
Expert Advisors, Available to Your Team
Your employees connect directly with accredited international financial advisors whenever they need guidance. No waiting rooms, no barriers to entry.
A Financial Health Check for Every Employee
Each team member receives a comprehensive snapshot of their financial position: goals, gaps, and next steps, presented clearly and without jargon.
Personalised Wealth Plans, Not Generic Templates
Our advisors build tailored financial roadmaps for each employee, moving them from reactive decisions into structured, long-term planning.
Financial Education and Market Insights
Keep your workforce informed with expert-curated financial education and market intelligence, delivered in plain language your people can act on confidently.
A Community That Reinforces Progress
Your employees join a network of professionals who are intentional about their financial futures. Shared experience and peer accountability accelerate lasting change.
A Long-Term Advisory Partnership
Financial wellbeing is not a one-time benefit. Regular advisor check-ins keep financial plans current and responsive as employee circumstances evolve.
How It Works
Three steps to a
financially well workforce.
1
Tell us about your organisation
We start with a conversation about your team: size, structure, and the financial challenges your people are likely facing. No commitment required.
Get in Touch →2
Deploy Celerey to your workforce
We onboard your employees seamlessly. Each person receives a personalised financial health check and is matched with an advisor suited to their profile.
See What We Offer →3
Measure the impact over time
Track the outcomes that matter: engagement, participation rates, and the qualitative shift in how your team relates to money and their financial futures.
Explore Partnerships →
Ready to Partner
Bring financial
wellbeing to
your workforce.
Forward-thinking organisations are already investing in their people's financial health. Let's talk about what that could look like for your team.
Companies That Invested in Their People
"We had no idea how much financial anxiety was affecting our team until we looked at the data. Since working with Celerey, the shift in day-to-day engagement has been noticeable and measurable."
Sarah N.
Chief People Officer
"Our retention challenge was not about salary. It was about whether our people felt genuinely supported. Celerey filled a gap that no other benefit had come close to addressing."
James A.
HR Director, Financial Services
"What stood out was how personalised it felt. This was not a generic financial literacy course. Every employee received a real, individual plan tailored to where they actually are."
Kwame O.
CEO, Professional Services