CE Benefits

CE Benefits provides Wellness Technology Platforms through its Financial Wellness in the Workplace program, serving Australia and New Zealand since 2002. The company branded portal combines employer dashboards, interactive content, financial coaching and automated accountability tracking to help employees improve financial literacy and reduce money related stress.

• Serves over 300 employer groups and 85,000 employees, with $3 billion plus in funds under management; founded in Perth, WA in 2002.
• Technology enabled income optimisation system includes six-step process, fortnightly content delivery, employer dashboard tracking total company financial wellness score, and meeting booking integration.
• Supports employee retention and workplace productivity; employers report average return of $3.00 for every $1.00 invested (US Consumer Financial Protection Bureau data).
• Leadership team includes Dean Lawson, Melissa Meagher (25+ years in financial services, money coach), and Jeremy Hoskin (20+ years financial services operator across Australia and New Zealand).

Best for: Mid to large employers seeking to address financial stress related absenteeism and turnover through technology enabled employee wellness programs with accountability tracking and engagement metrics.

CE Benefits delivers Financial Wellbeing services through its accessible, technology supported financial coaching program, helping employees move from financial stress to financial freedom.

• Non-product-based content education focuses on money management, debt reduction and emergency funds rather than financial products, supporting informed decision-making.
• Flexible accountability levels available; employees select engagement depth from light support to intensive one-on-one coaching.
• Reduces absenteeism linked to financial stress: employees with money worries miss approximately 5 workdays annually compared to those with financial wellness.

Best for: Organisations wanting to tackle employee financial stress through coached financial education combined with technology platforms, particularly where absenteeism and retention are key concerns.