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Financial Health starts at work

Strong financial health is good for your people and it’s good for you. One of the biggest sources of stress for employees is money, so let us help you improve your company’s bottom line by helping your people worry less about their finances.

Financial health is the foundation of employee wellbeing.

60%

of employees say financial concerns are the #1 source of stress.

4x

Financially stressed employees are 4X likely to be clinically depressed.

2.2x

Financially stressed employees are 2.2x more likely to leave their company.

Source: PWC Financial Wellness Survey (2020), Salary Finance Employer's Guide to Financial Wellness (2019)
 

How it works...

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Otto learns about your employees, their finances and their life goals

Otto connects them with a personalised financial expert to match their needs

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Through specific learning and actions they take control of their finances

That's it! Your employees taking control of their financial health results in confidence and empowerment in their day-to-day lives!

Our rockstar coaches provide actionable insights to keep your employees on track with their goals.

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"Otto was like giving my co-workers their own personal financial co-pilot"

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They receive guidance from a coach who has created wealth themselves

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They will co-create a personalized plan based on their actual situation

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They feel more empowered when making big decisions

Our partners have happy employees

“Before Otto, I found understanding my stock options so overwhelming. Now I feel in control and excited about the potential impact they could have on my long term wealth!”

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Dorothy

Product Manager

"I never thought I would afford a house. Otto helped me to create timeline, understand my mortgage options and start saving towards my dream home."

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Account Executive

Gabriella

"I used to envy friends who actively invested in the stock market. My Otto Coach helped me create an investment plan and understand financial jargon.

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Software Developer

Alex

Interested in optimising your employees' financial wellbeing?

Let's Talk.