The modern financial wellbeing platform
The modern financial wellbeing platform
Improving staff retention, reducing hiring costs, and helping your employees take control of their paycheque.
We help your people feel better about their finances
We help your people feel better about their finances
We work with your employees to create tailored financial plans, unique to their personal situation.
We work with your employees to create tailored financial plans, unique to their personal situation.
1.) Employees fill out a short, secure form.
Similar to how an adviser would get to know their client
1.) Employees fill out a short, secure form.
Similar to how an adviser would get to know their client
1.) Employees fill out a short, secure form.
Similar to how an adviser would get to know their client
2.) Our AI writes them a tailored plan for their finances
Built by wealth management professionals, written in minutes.
2.) Our AI writes them a tailored plan for their finances
Built by wealth management professionals, written in minutes.
2.) Our AI writes them a tailored plan for their finances
Built by wealth management professionals, written in minutes.
3.) Employees receive their Wealth Report via email.
No admin, no portals, no time away from work.
3.) Employees receive their Wealth Report via email.
No admin, no portals, no time away from work.
3.) Employees receive their Wealth Report via email.
No admin, no portals, no time away from work.
In just a few minutes, Wealth Desk can sustainably reduce staff stress, improve focus at work, and help you retain your best people.
In just a few minutes, Wealth Desk can sustainably reduce staff stress, improve focus at work, and help you retain your best people.
Seamless onboarding for your business
Seamless onboarding for your business
01
Purchase our license fee securely through Stripe
Checkout securely in less than two minutes
01
Purchase our license fee securely through Stripe
Checkout securely in less than two minutes
02
We build a link for your business
Receive a discount code and link for your employees to use for free
02
We build a link for your business
Receive a discount code and link for your employees to use for free
03
Receive an email or Whatsapp to share with your staff
Containing the link, and a tutorial video showing how to build their Wealth Report
03
Receive an email or Whatsapp to share with your staff
Containing the link, and a tutorial video showing how to build their Wealth Report
Leveraging AI to help people make smarter financial decisions at scale.
Leveraging AI to help people make smarter financial decisions at scale.
“We live in a time where AI and automation enables us to take the strategies that finance professionals have been using for decades, and help everyday people benefit from the same strategies at a fraction of the price.”
Barnie Ollerhead, Founder & Director
“We live in a time where AI and automation enables us to take the strategies that finance professionals have been using for decades, and help everyday people benefit from the same strategies at a fraction of the price.”
Barnie Ollerhead, Founder & Director
“We live in a time where AI and automation enables us to take the strategies that finance professionals have been using for decades, and help everyday people benefit from the same strategies at a fraction of the price.”
Barnie Ollerhead, Founder & Director
Tailored education for each employee,
unlike any other wellbeing service
Our Wealth Reports analyse the employee's situation and:
Identifies weaknesses in their finances
Highlights opportunities for improvement
Produces visual snapshots, showing where their money goes
Builds them a 12-month education plan to help them take control
Performs an analysis on their cashflow
Writes education on investing, risk and financial planning principles
Interested in Wealth Desk for your business?
Get in touch with us for some more information at:
enquiries@wealth-desk.co.uk
Interested in Wealth Desk for your business?
Get in touch with us for some more information at:
enquiries@wealth-desk.co.uk
Interested in Wealth Desk for your business?
Get in touch with us for some more information at:
enquiries@wealth-desk.co.uk