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Learn how you are doing financially

4 min.

Assessment

Financial check-up

Ethan Clark

Certified Financial Planner

Independent financial guidance for your employees

Trusted by leading employers to support the financial resilience of employees

Get a demo

Financial advice services
tailored to your employee’s needs

Financial advice services tailored to your employee's needs

Certified financial experts

Periodic financial check-up

Answers to all financial questions

Personalized education

Your financial situation, visualized

Certified financial experts

Employees often feel overwhelmed when making financial decisions. Our independent experts provide personalized, unbiased advice and guidance to help them feel confident. Matched to every employee's unique situation, our experts are available via chat and video calls—during the day or in the evenings—simplifying complexities to provide financial peace of mind.

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Our certified experts

Tina Berg

Budget coach

Ethan Clark

Financial Planner

Max Lee

Financial planner

Zoe Park

Pension expert

52 experts

Match with an expert

You'll be matched with one of our many experts, chosen specifically for their expertise relevant to your situation.

Get matched

Periodic financial check-up

Most people only react to financial problems once it’s too late. Regular check-ups ensure they’re always ahead of the curve. Two yearly check-up sessions ensure employees stay on track and improve their financial situation.

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Check-up results

Last check-up: 6 months ago

Review your action plan

Budget

7,2

+0.8 since last check-up

Pension

8,3

+1.0 since last check-up

Wealth

9,5

+6.0 since last check-up

It's time for your check-up

Decline

Schedule

Financial check-up

Ethan Clark

Certified Financial Planner

Answers to all financial questions

Employees face pivotal financial moments. Equip ensures they always have real support when they need it. Expert answers for major decisions like buying a home, starting a family, or planning for retirement. Via a video call or through chat.

Explore our product

Max Lee

Certified Pension Advisor

Hi Max, I have a question

about my pension.

Question about buying a house

Max Lee

Certified Financial Planner

Personalized education

Financial literacy is a key barrier to financial confidence. Equip delivers personalized learning tailored to life stages. From articles to webinars, resources are tailored to employees' unique needs.

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What to do with student debt

25 min • Webinar

Education

How to create a financial plan that works

3 min • Webinar

Sign up

Your learning path

Discuss with expert

Creating a monthly budget

Completed

Starting with investing

Completed

Home buying 101

On Track

Your financial situation, visualized

Making decisions is easier with the right visual tools. Equip’s resources simplify financial complexities. Visual calculators and scenario tools help employees make informed choices.

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Expense categories

Total

€4.500

Rent

Health

Pension

Groceries

Discuss with Expert

Financial plan

ON TRACK

Retirement

Buying a house

Today

€35.154

Net worth today

Finances are top-of-mind for your team today

We’re facing a "financial climate change", with high inflation, a challenging housing market, pension uncertainty and rapid changes in the world—reshaping employee priorities.

Lower pensions

Volatile interest rates

High Inflation

House prices are rising fast

#1

Stress

Finances are the #1 source of anxiety for Millennials and Gen Z (Deloitte)

2

3

x

Retention

Employees with financial worries are 2-3x more likely to leave, hoping to find financial luck elsewhere (PwC)

€5k

Business case

Financial stress costs employers €5k per employee annually (PwC)

ROI of financial well-being

Discover more

Provide your employees expert guidance for life’s biggest financial decisions, like

buying a house

budgeting

saving

pension

starting a family

student debt

marriage

promotion

bonus

investing

taxes

inheritance

insurance

grants and subsidies

and much more

buying a house

Buying a home, starting a family, retirement, switching jobs, saving for the future—these milestones can be overwhelming. Equip ensures your employees have expert guidance at every step.

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Your team will love our service

  • The meeting was great, the advice was clear and down-to-earth, at the same time very personalised. It was extremely useful!

    Anna

    29 y.o.

  • The knowledge bank blogs are all super helpful, thanks!

    Tim

    33 y.o.

  • The meeting was useful and the Equip coach was very kind and well prepared, giving very personal advice.

    Joeri

    26 y.o.

  • I chose for the open conversation, as I just wanted to be inspired about financial topics that are relevant to me.

    Milan

    38 y.o.

  • I really liked that the video meeting with the Equip coach felt like a conversation with someone I know.

    Daniela

    42 y.o.

  • Everything was really clear. Very clear actions I can execute on. Very happy!

    Julie

    26 y.o.

  • Clear explanation what to do to improve my finances, and also a clear overview of the possibilities for my personal situation.

    Joost

    30 y.o.

  • I really really appreciate this service, especially for an expat in the Netherlands, it's truly life-saving!

    Konstantin

    32 y.o.

  • The Equip coach really helped me understand the different options available to me.

    Robin

    39 y.o.

  • The video call with the Equip coach went really well and I already recommended all my colleagues to make use of Equip.

    Joshua

    30 y.o.

>80%

Improvement in financial confidence

9/10
Employee satisfaction

You want high engagement. We deliver

Everybody has finances and it can always be better—therefore we are universally relevant

Engagement

45%

of employees make use of Equip

Impact

90%

of Equip users take impactful steps within 3 months

ROI for employer

6

10

x

Employers see on average a 6-10x return through improved retention and productivity

Our case studies

Read case study

We are a strategic partner for HR-teams

White-glove support, making HR professionals successful in their job

We are a strategic partner for HR-teams

Ongoing engagement support

Talent acquisition

Compensation & benefits awareness

Wet Toekomst Pensioenen

Exclusive company presentations

ESG improvement

From:

Equip

To:

HR Team

Hi Laura,

To further increase engagement among your 25-35 year olds, I suggest you share the following message on your Intranet:

Call me if you need more help!

Joost Witt
Customer Success Manager

Engagement

This year

Mar

Jan

Feb

Apr

May

Jun

45%

No integrations needed, very quick onboarding

Ongoing engagement support

HR teams need scalable solutions to drive benefits engagement. Equip provides custom strategies and tools, making sure you don’t have to spend time promoting Equip internally.

How Equip supports HR

Learn more

The benefit of choice for innovative employers

Talk to sales

“This is by far the best and most appreciated benefit we are offering our employees today.”

- HR Director

Frequently asked questions

What is the pricing model?

We offer different subscription models to cater to your needs.

Get in touch →

How do you handle data security and privacy?

Are you part of a bank, insurer or other financial services company?

Would Equip work for a company with a very diverse employee base?

Is Equip also available in Dutch language?

Independent financial guidance for your employees

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