Date

Initiatives

Stanford Brown – Netwealth partnered with Stanford Brown to offer free Private Wealth Advisor consultations to our employees. #Foster diversity, talent and wellbeing

Banqer Primary – With Netwealth’s full support, Banqer Primary has achieved the major milestone of delivering their financial literacy program to over 100,000 Australian primary school students since 2017. #Create a positive environment or social impact

Wellness Week –This week we made available health checks, skin checks, fitness assessments and Pilate classes to encourage healthy habits during the winter months and busy season for our employees. #Foster diversity, talent and wellbeing

NAIDOC Week -This week we acknowledged NAIDOC Week and had the pleasure of welcoming Wurundjeri Man Colin Hunter Jnr for a welcome to country and smoking ceremony. #Foster diversity, talent and wellbeing​

Impact Grants – The Netwealth Impact Fund granted $27,000 to our FY2023 Impact Partners: Food for Change, Live4Life and People and Parks Foundation. #Create a positive environment or social impact

Go Girl Go for IT – Netwealth was proud to sponsor the Go Girl Go for IT, a technology conference for girls in years 5-12 across Australia. Our Netwealth team hosted panels on careers in tech and cybersecurity. #Create a positive environment or social impact

International Women’s Day – Netwealth celebrated IWD with a company showcase highlighting the fantastic projects lead by women around the business #Foster diversity, talent and wellbeing

Work180 – Netwealth achieved the 6^th Best Place to Work for Women in Australia by Work180. #Foster diversity, talent and wellbeing

RSPCA Volunteering - Netwealth employees teamed up to volunteer at RSPCA. #Create a positive environment or social impact

Ombpoint – Netwealth has partnered with Ombpoint to provide confidential, impartial, and informal workplace support for our employees. #Foster diversity, talent and wellbeing

Impact Fundraising – Netwealth hosted a Christmas raffle and bake sale with all proceeds going to the Netwealth Impact Fund. #Create a positive environment or social impact

Work180 - Netwealth became a Work180 endorsed employer for all women. #Foster diversity, talent and wellbeing

People and Parks - Netwealth employees volunteered in the development of one of People and Parks Nature Wise Initiatives. #Create a positive environment or social impact

Food for Change – Netwealth employees teamed up to volunteer at Food for Change’s Mount Martha farm. #Create a positive environment or social impact

Corporate Sustainability Report – We have published our Corporate Sustainability Report for FY2022. #Foster diversity, talent and wellbeing #Create a positive environment or social impact #Transparent and genuine #Enhance our core business

Workplace Gender Equality Agency Public Report – We posted the FY2022 WGEA Public Report for shareholders, staff and our community. #Transparent and genuine

Go Girl – Netwealth staff volunteered at the Go Girl technology conference to encourage girls in years 5-12 to pursue STEM. #Create a positive environment or social impact

Make It Break It Lunch n’ Learn – We invited students to present their design solutions from the Swinburne Make It. Break It. event to an industry audience of Netwealth employees. #Create a positive environment or social impact

Value Awards – Employees who demonstrated Netwealth’s shared values through their work and attitude were presented Value Awards at the Town Hall. #Foster diversity, talent and wellbeing

Make It. Break It. Sprint – Netwealth partnered with MASS Design and Swinburne University to host a design sprint with Swinburne students and Netwealth staff. This year’s challenge involved challenging students to think about how they would consider educating other Australians on the risk of Cyber Fraud. #Create a positive environment or social impact 

Banqer at Home – Banqer, our sponsored partner for financial education in Australian primary schools, has developed a School Holiday Program to keep kids entertained and learning about money at home. This was made available to Netwealth employees. #Create a positive environment or social impact

Novated Lease Program– Netwealth has introduced a vehicle lease program which has been made available to all permanent employees. #Foster diversity, talent and wellbeing

Wellness Week – Netwealth hosted a health and wellness week for employees which included free health checks, skin checks, fitness assessments and more. #Foster diversity, talent and wellbeing

Culture Pulse Survey –Netwealth released a survey to capture employee perspectives on flexible working and return to the office. #Create a positive environment or social impact #Transparent and genuine

Biggest Morning Tea –Netwealth hosted a Biggest Morning Tea in the Melbourne office and raised over $1200 for the Cancer Council. #Create a positive environment or social impact

Lunch and Learn –Netwealth, in collaboration with Stanford Brown and Milk Chocolate, held a seminar for employees on property investing #Foster diversity, talent and wellbeing

Benefits Survey –Netwealth surveyed employees to determine which employee benefits are valuable to them and what benefits may be added in the future. #Foster diversity, talent and wellbeing

Flu Shots – Netwealth offered free flu shots to all staff, either in person at the Melbourne office or at their local chemist. #Foster diversity, talent and wellbeing

Easter Fete – Netwealth hosted an office Easter fete and raffle and raised over $950 for the Netwealth Impact Fund. #Create a positive environment or social impact

Harmony Week – Netwealth celebrated cultural diversity by encouraging staff to bring in a food dish to share and dressing up in traditional colours that represent our many cultures. #Foster diversity, talent and wellbeing

Virtual School Holiday Program – Netwealth has partnered with KidsCo to help support staff with school aged children during the upcoming holidays with fun filled and engaging events supervised by qualified teachers. #Foster diversity, talent and wellbeing

International Women’s Day – Netwealth hosted a company morning tea and interactive panel discussion with our Board and Executive Members surrounding the theme #breakthebias. #Foster diversity, talent and wellbeing #Create a positive environment or social impact

Town Hall Charity Partners Panel – Netwealth hosted a panel of our charity partners for 2022. Thank you to Alison Hill from People Parks Foundation, Matt Donavan from Food for Change, and Bernard Galbally from Live4Life for providing us with wonderful insight on what their organisations do. #Create a positive environment or social impact

Melbourne Corporate Triathlon – We competed in the Melbourne Corporate Triathlon with 19 teams and 51 employees, friends and family representing Netwealth. #Foster diversity, talent and wellbeing​

Family Friendly Workplace - We are now a certified Family Friendly Workplace with a work and family action plan to actively achieve an inclusive culture at Netwealth. #Foster diversity, talent and wellbeing

Graduate Program - Our first Graduate Program has now commenced. We have welcomed two graduates to an 18 month program within Operations and two more graduates to a 12 month program within Information and Technology. #Foster diversity, talent and wellbeing

Clothing Donation Drive – Collectively Netwealth employees donated nearly 500kgs of clothes to their local charity of choice. An amazing effort by our generous team. #Create a positive environment or social impact

Workplace Giving - Employees donated over $650 to our charitable fund via Workplace Giving in December. #Create a positive environment or social impact

Complaints Process - Our complaints and whistleblowing processes are now available in 13 different languages on our contact us page. #Transparent and genuine

Volunteering - During December, 36 Netwealth employees participated in our volunteering project with Food Bank. Across 4 groups we spent 216 hours volunteering and contributed 56,349 meals to thousands of families across Australia. #Create a positive environment or social impact

Bake Sale - We held a bake sale in our office and raised over $400 for the Netwealth Impact Fund. #Create a positive environment or social impact

Volunteering - 11 Netwealth employees undertook 44 hours of volunteer work at the Cancer Council's "Walking Stars" event in the Melbourne CBD. #Create a positive environment or social impact

ESG Information on Managed Fund Profiles - The managed fund profiles from the compare funds page have been updated to include ESG information, including new "Morningstar Sustainability Rating" and "Low Carbon Designation" graphics. #Enhance our core business #Transparent and genuine

Banqer - Banqer continue to exceed expectations, and as of 30 November 2021 there were 20,583 active students on the platform across 485 schools. #Create a positive environment or social impact

Go Live with Appian - After 9 months of Netwealth collaborating with the team at Appian, we went live with our completely new case workflow system today. This will allow Netwealth to further enhance our services to advisers and clients by opening up workflow transparency on the Netwealth platform with them in the near future. #Enhance our core business #Transparent and genuine

Clothing Donations - Netwealth employees have donated nearly 300kg of clothing to charity! #Create a positive environment or social impact

Manager's Day - We held a Manager's Day to welcome back our staff into our new office. This included a Welcome to Country and smoking ceremony conducted by Indigenous Elder Ronald Terrick (Uncle Ringo) of the Wurundjeri Tribe, who are the traditional custodians of the land upon which Netwealth's new office is located. #Create a positive environment or social impact

Local Cafes & Restaurants - As we head back into the office, we have put together a small list to encourage employees to visit sustainable and/or ethical cafes whilst in the Melbourne CBD #Create a positive environment or social impact

Banqer- 59 Netwealth employees participated in a 6-week Banqer simulation to gain insights into how the program is run for primary school children #Create a positive environment or social impact

Modern Slavery Statement - We have published our Modern Slavery Statement for FY2021. #Transparent and genuine

Banqer - Exceeded expectations, reaching 12,300 students and 308 schools by 30 June 2021. This is more than 25% uplift since last year! #Create a positive environment or social impact

UNICEF - We have donated a total of $2,316 to the UNICF ‘Give the World a Shot’ Program! #Create a positive environment or social impact

Corporate Sustainability Committee - We have created a Corporate Sustainability Committee to help oversee our Corporate Sustainability journey. This Committee will hold its first meeting in November 2021  #Transparent and genuine

Target Market Determinations - All Netwealth products have a Target Market Determination, and advisers can access our TMDs and the TMDs of all our products available through our Wrap and Super products from Compare Funds  #Transparent and genuine

Q&A Friday – A new initiative has been established where our Chief Governance Officer, Rachel Axton, will provide all employees with a forum for asking questions and engaging in discussion about different parts of the business. Over the past 4-6 weeks we have hosted a number of different guests from the Chair of the Board, to our founder, to understanding more on Investor Relations and this Friday we have the founder of Banqer who we financially support. #Transparent and genuine

Complaints Process Summary – On 4 October 2021 Netwealth has released a copy of its Complaints and Compensation Policy online under our ‘Contact Us’ page, as well as improving the wording on this page to help clients understand the process if they choose to make a complaint to Netwealth. #Transparent and genuine

Charity Clothing Drive – Netwealth are encouraging our staff to take their unwanted clothing to their local charity box/bin or store, and we will make a financial donation to charity if we reach 1000kg of clothing. #Create a positive environment or social impact 

Give the World a Shot – Netwealth has decided to encourage staff to get vaccinated through offering to offer the financial equivalent donation for 5 vaccinations for disadvantaged communities through the UNICEF “Give the World a Shot” Program.  This is equivalent to $12.50 per fully vaccinated employee who is happy to advise us of their vaccination status.  To date we have contributed $1,941.00. #Create a positive environment or social impact

Staff Engagement Survey Results – JMD Matt Heine and Head of People & Culture Sonia Blacker talked Netwealth staff through the results of our Staff Engagement Survey and provided opportunities for staff to give feedback and ask questions. #Transparent and genuine

EQ Mind Series – Netwealth just launched a series of virtual workshops for employees to enhance mental health, resilience and performance. Our first session on 29 September covered sleeping tips, daily rituals for improving mental health, how to optimise the workday and sleep tips. #Foster diversity, talent and wellbeing

Coffee Catch-Up Program – Netwealth just launched a program for employees to improve social interaction, encourage conversation across the business and as a way to get to know people from different teams. #Foster diversity, talent and wellbeing

Netwealth Recharge Day – Netwealth have gifted all staff a day off to recognise the amount of hard work everybody has put in over the past 18 months of the pandemic and working from home. #Foster diversity, talent and wellbeing

Bonus Leave - The last 18 months have not been easy and Netwealth recognise that staff need to take time off to relax and recharge. We are offering 4 days of additional bonus leave to employees if they take 5 weeks annual leave, and 2 days of additional leave if they take 4 weeks annual leave. #Foster diversity, talent and wellbeing 

Workplace Gender Equality Agency Public Report – We just posted our first Workplace Gender Equality Agency Public Report for shareholders, staff and our community. #Transparent and genuine 

CSR Email Address - Do you have ideas around CSR initiatives? Do you want to be part of our CSR program? Send us an email to our new CSR email address, CSR@netwealth.com.au, to get in touch with the team! #Transparent and genuine 

Employee Assistance Program – Netwealth have just launched our new EAP Program to support our employees and provide support with a variety of work-related and personal issues. #Foster diversity, talent and wellbeing