Wellbeing Blind Spot Calculator

Measure the financial satisfaction gap between your executive team and broader workforce

Takes 3 to 5 minutes to complete

What is the Wellbeing Blind Spot?

Research shows executives rate their personal financial satisfaction 19 percentage points higher than their team members (64% vs 45%). This "blind spot" means executives cannot accurately assess workforce financial stress, leading to misdiagnosed needs and underperforming wellness programmes.

Use this assessment to identify whether your organisation has a significant blind spot and estimate its cost impact.

Based on your observations, conversations, and engagement data, estimate how your executives would rate these aspects of their financial wellbeing on a scale of 1 (very dissatisfied) to 10 (very satisfied).

Overall satisfaction with their financial situation
7/10
Confidence managing financial complexity (SMSF, tax planning, investments)
6/10
Confidence about their financial future and retirement readiness
7/10

Based on survey data, feedback, and engagement metrics, estimate how your general workforce would rate these aspects on a scale of 1 (very dissatisfied) to 10 (very satisfied).

Overall satisfaction with their financial situation
5/10
Ability to manage day-to-day financial pressures
4/10
Confidence about their financial security and future
4/10

On a scale of 1 (very poor understanding) to 10 (excellent understanding)

How well do your executives understand the day-to-day financial pressures their teams face?
6/10

Your Wellbeing Blind Spot Analysis

Your Blind Spot Gap
--
National Average Blind Spot 19 points
19 points
Your Organisation's Blind Spot -- points
-- points
Industry Comparison
Estimated Annual Cost of Your Blind Spot
$--
What This Means
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Partners Wealth Group

Stronger Together

Melbourne | Sydney | Perth

www.pwg.com.au | 03 8508 7800

Calculator Disclaimer: This calculator is for education and illustrative purposes only. The amounts projected are estimates only and are not guaranteed.

Cost Estimation Method: The estimated annual costs are calculated based on research data regarding productivity loss, retention risk, and impaired decision-making. These figures represent direct and indirect costs without applying a discount rate or rate of return adjustment. Actual costs may vary based on your organisation's specific circumstances.

General Advice Disclaimer: This information is general in nature and is provided by Partners Wealth Group. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Authorised Representative of Partners Wealth Group Financial Advice Pty Ltd. AFSL 558563 | ABN 33 662 748 496

Partners Wealth Group Pty Ltd ABN 12 124 571 183 | AFSL 314872
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