For employers
Offer support without seeing personal finances.
Give employees a private place to learn and plan, while your team sees eligible group-level programme measures.
How it works
01
Review your company setup
Apply directly or speak to FinEQ about onboarding. Business details are reviewed before activation.
02
Invite people with choice
Employees can consider an invitation or request to join; membership is not silently imposed.
03
Understand participation
HR sees permitted aggregate engagement and wellness trends, not individual records.
What you can do
Private employee tools
Members can budget, set goals, learn and request support on their own terms.
Aggregate reporting
Reporting uses eligibility and minimum-group rules to reduce re-identification risk.
Provider relationships
A company and a practice can establish a reviewed service relationship without sharing all employee data.
A clear privacy boundary
HR cannot open identifiable debts, income, counselling notes or individual financial scores. Small groups are suppressed in financial wellness reporting.
Read how FinEQ handles access