Financial Wellness Planner — guided support after literacy

The Planner is an optional way for interested employees to organise goals, responsibilities, gaps and next questions after workplace financial education. It is not required to attend or benefit from a literacy session.

Are you an HR?

What is the Saventh Financial Wellness Planner?

It is a structured digital and/or guided experience that helps an employee review selected financial-wellness topics and organise possible next steps. Employees can use it as self-guided follow-up, with optional human support when requested. General education stays separate from any regulated or product-related service.

Illustration of a financial wellness planner

What employees can review

Current situation and responsibilities; goals and time horizons; emergency readiness; protection awareness; debt pressure; tax-season readiness; retirement questions; and a short list of next topics. Ask only for information needed for the stated purpose.

Where the Planner fits

1. Literacy first
The organisation offers literacy.
2. Education
The employee completes education.
3. Optional Planner
An interested employee chooses the Planner.
4. Review output
The employee reviews an output.
5. Separate services
Optional one-to-one or regulated services are offered separately with their own disclosures and consent.

A decision not to continue has no workplace consequence.

Planner paths and their distinct purpose

Year calendar

The year calendar spaces optional review prompts.

Financial health review

The financial health review organises themes and limitations.

Each Planner path has its own access and data-sharing notice. The calendar and financial health review stay optional.

Who provides the service and who sees the data

Half Billion Technology Pvt Ltd operates the Planner. Optional mutual-fund distribution is provided by Saventh Investment, ARN 324457. Employees see their own answers. Employers receive aggregate programme information—not individual answers, scores or product activity.

See Saventh’s privacy policy.

Frequently asked questions

Is the Planner Saventh’s main workplace offering?

Saventh presents workplace financial literacy as the starting point; the Planner is optional follow-up.

Must employees use it after a session?

No. The session remains useful on its own.

Does using the Planner require a product purchase?

No. Any separate product or regulated service must be optional and clearly disclosed.

Who can see my Planner information?

Employees see their own Planner information. Employers receive aggregate reporting by default.

Is online access available?

Yes. Organisations that enable the Planner receive online access with the authentication set up for that workspace.

Start with workplace financial literacy

Use the Planner only as optional, clearly explained follow-up for employees who want more structure.