For Employees
Unlock pay packet freedom
Experience financial relief through personalized savings.
Our concierge helps you navigate the high inflation impacting housing, transport, healthcare and energy by discovering "hidden" benefits.
The concierge uses a prioritization protocol to find your best financial opportunities. We translate complex tax laws into simple weekly savings, showing you exactly how your net income is impacted. For example, you could save over $30,000 on an EV through a Novated Lease, reduce healthcare costs through telehealth gap fee savings, or compare utility bills. At the end of your experience, you will receive a tailored summary and a personalized action plan.
For Employers
Boost retention, not payroll tax
Enhance your Employee Value Proposition (EVP) effortlessly.
For employers, the concierge shifts to a professional, data-driven, and compliance-focused tone, acting as an administrative knowledge bridge. You can easily generate tangible artifacts to reduce your administrative burden, such as implementation checklists and drafted internal FAQs for your staff.
Furthermore, our Insights Engine uses aggregate data to reveal your staff's actual needs — such as alerting you if 40% of your staff request utility bill help — allowing you to proactively deploy targeted initiatives like a "Winter Energy Savings" campaign.
Where can I find the Concierge?
The Living Well Concierge will be showcased and surfaced across Elevate Money's distribution network consisting of fintech partners, employment and accounting SaaS platforms, potentially reaching millions of employers and employees.
You will find the educational entry page and our embeddable UI living seamlessly directly within these Partner Platforms (such as your existing HR or Payroll apps). You can easily launch the concierge journey via partner emails, dashboard banners, links, and notifications.