Workplace wealth advice and investment.

Although many workplaces offer EAP, gym memberships and health insurance, they often overlook the impact of financial stress on overall wellbeing and workplace productivity.

Lemmi are here to make professional wealth advice and investing available to all. 

With over 30 years’ experience in the industry, we know the sad reality is that most people go without professional wealth advice and investing, seeing it only as something that ‘well-off people’ do. This can lead to missed opportunities, and long-term worry and stress.

Succeeding in business takes the whole team to be performing at their best, and we’re here to help make that happen.

Here are just some of the reasons why workplaces choose to offer professional wealth advice and investment to their teams.

We have Lemmi services that cater for an individual’s unique goals and desired level of access to qualified financial advisers.The Lemmi app gives your team members the tools to monitor and manage their goal plan and investment. It also gives them access to the Lemmi Learn knowledge centre to grow financial literacy.

·      Your team have the peace of mind that any interactions with Lemmi are confidential to them alone.

·      Investments through Lemmi are professionally managed to maximise the likelihood of reaching the team member’s goals.

·      When your team needs financial advice, we’ve got them covered. Our team of experts is always ready to lend a hand, and we also have a vast collection of financial knowledge available.

As the employer, you’re opening doors for your team’s future wealth success. It’s up to the team member to decide if Lemmi fits their needs.

Our Account Managers can set up a coffee catch-up or a phone / video call chat to provide more information.

Financial advice to support your team.

We automatically upgrade workplace Lemmi clients to the Lemmi Plus plan, providing an annual one-on-one planning and review session with one of our qualified financial advisers, as well as assistance with the joining process.

Financial literacy resources for your team.

Get FREE access to the Lemmi Learn knowledge centre - an easy to navigate resource packed full of educational and empowering content.

An ongoing seamless experience.

We provide a digital on-boarding process (with the help of an adviser if preferred). Your business will also have a dedicated Account Manager and adviser team that provides on-going business support and assistance.