ANZ Roy Morgan: Financial Wellbeing Indicator June 2023

The ANZ Roy Morgan quarterly Financial Wellbeing Indicator (FWBI) report was released. It showed an overall decline in the financial wellbeing of Australians due to economic conditions such as the rising cost of living, particularly for homeowners paying off a mortgage. This decline exemplifies the need for organisations to support staff, clients, and the community […]

Beyond Blue: Services Guide for Financial and Mental Wellbeing

On 16 June 2023 Beyond Blue and Financial Counselling Australia (FCA) launched a resource – Services Guide for Financial and Mental Wellbeing. The co-designed resource uses information and practical tools to build the capacity of the mental health and finance sectors to refer people who may benefit from financial counselling and mental health support. The […]

Age, Money, and Mental Health Report

In the last few years, the Money and Mental Health Policy Institute have focused research on how age affects our experience with money and mental health. Detailed in a series of policy notes, researchers at the Institute have examined those relationships closely (Becca Stacey; Dec 2022). Key findings include: When it comes to how our […]

Policy handbook on financial education in the workplace (OECD)

The importance of financial education in the workplace continues to grow as working adults are constantly confronted with issues affecting their immediate and long-term financial resilience and well-being. This policy handbook provides insights for designing workplace financial education, such as understanding the audience, identifying appropriate delivery mechanisms, creating or finding appropriate content, incentivising participation, evaluating […]

Financial Wellbeing Indicator 2022 Year End: Before the Rate Rise

The ANZ Roy Morgan Financial Wellbeing Indicator (FWBI) revealed worrying statistics about the impact of difficult economic conditions on the wellbeing of Australians in its December 2022 Quarterly Update (below). In the lull between COVID peaks and the cycle of rate rises that caused many Australians extraordinary financial pressure, the financial wellbeing trend persisted downward. […]

Employee Financial Wellbeing Action Guide

Good Shepherd’s vision is for all women, girls and families to be safe, well, strong and connected. Part of this vision is advocacy for increased financial wellbeing. Advocacy is not limited to policy reform and government engagement, but can affect multiple levels of society. This tool guided is by CSI’s Financial Wellbeing Framework that includes […]