HR Platforms & Benefits Consultants
About the role
Australia's superannuation system has never held more money, and more members than ever are approaching retirement. The complexity of that transition — navigating drawdown, cashflow, changing work patterns, emotional readiness — is outpacing what education and product advice alone can address. Coaching sits exactly in that gap: personal, practical, focused on confidence and action.
The scale of the problem
156k
Australians retired in 2024–25
ABS, 2025
5M+
at or approaching retirement
Australian Government, 2024
~90%
of members never access financial advice
CompareFair, 2025
65%
don't know how much to save for retirement
State Street SSGA, 2025
A typical member journey
1
Member approaching retirement feels overwhelmed
Does not know how much they need, when to stop working, or how to structure drawdown.
2
Referred to MMC via the fund digital environment
Matched with a dedicated coach. Sessions via video, on their schedule.
3
Coaching addresses their specific situation
Income needs, cashflow, changing work patterns, emotional readiness.
4
Returns to the fund more engaged and advice-ready
More likely to act on available products and services.
What MMC delivers
Retirement confidence coaching
Cashflow & budgeting support
Advice readiness pathway
Scalable member support
About My Money Circle
At My Money Circle, we help people build real confidence with money — not just learn about it.
Through partnerships with employers, super funds, and wellbeing leaders, we deliver personalised financial coaching that helps members reduce stress, make confident decisions, and discover what’s possible for their future.
For organisations, we make financial wellbeing measurable and meaningful — improving engagement, trust, and long-term impact.
Similar Jobs
HR Platforms & Benefits Consultants
About the role
Australia's superannuation system has never held more money, and more members than ever are approaching retirement. The complexity of that transition — navigating drawdown, cashflow, changing work patterns, emotional readiness — is outpacing what education and product advice alone can address. Coaching sits exactly in that gap: personal, practical, focused on confidence and action.
The scale of the problem
156k
Australians retired in 2024–25
ABS, 2025
5M+
at or approaching retirement
Australian Government, 2024
~90%
of members never access financial advice
CompareFair, 2025
65%
don't know how much to save for retirement
State Street SSGA, 2025
A typical member journey
1
Member approaching retirement feels overwhelmed
Does not know how much they need, when to stop working, or how to structure drawdown.
2
Referred to MMC via the fund digital environment
Matched with a dedicated coach. Sessions via video, on their schedule.
3
Coaching addresses their specific situation
Income needs, cashflow, changing work patterns, emotional readiness.
4
Returns to the fund more engaged and advice-ready
More likely to act on available products and services.
What MMC delivers
Retirement confidence coaching
Cashflow & budgeting support
Advice readiness pathway
Scalable member support
About My Money Circle
At My Money Circle, we help people build real confidence with money — not just learn about it.
Through partnerships with employers, super funds, and wellbeing leaders, we deliver personalised financial coaching that helps members reduce stress, make confident decisions, and discover what’s possible for their future.
For organisations, we make financial wellbeing measurable and meaningful — improving engagement, trust, and long-term impact.