Organisations we support
Each partnership is different, because each community faces a different financial problem. Our advice and services are tailored to suit the needs of the community we are working with, rather than delivered from a template.
Leukaemia Foundation
Practical guidance and a written guide for people managing the financial side of a blood cancer diagnosis.
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Australasian Doctors Association
Financial health checks, workshops and a researched briefing on the financial milestones of a medical career.
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Royal Melbourne Yacht Squadron
Helping members navigate the financial side of a shared passion — yacht ownership, managing wealth and retirement planning.
Learn more →Advice and services built around your community
We work with not-for-profit organisations, professional associations and clubs to support the people they look after with practical financial guidance. Our advice and services are tailored to suit the needs of the community — the pressures its members actually face, described in language they actually use.
In practice that is usually a mix of one-to-one guidance, a plain-English program people can work through in their own time, group sessions run for members or staff, and written guides built for the specific situation the community is facing.
If you would like your organisation to participate in this program, please get in touch.
Structured support, not a one-off talk
A single seminar changes very little. The program is built so that the people in your community can find out where they stand, act on it, and be supported while they do.
Individual financial health checks
Each person's position is scored across cashflow, debt, risk, investment, retirement and estate planning, so the conversation starts from facts rather than from worry.
Step-by-step practical programs
A guided, plain-English program people work through at their own pace, in their own time, without needing to know any of the jargon first.
Complimentary group workshops
Sessions run for your members, staff or clients on the questions they are actually asking, plus access to our written guides and learning resources.
Real-time reporting
Anonymised, aggregate reporting so your organisation can see participation and where the financial pressure in your community actually sits.
Guides written for the situation
Where a community faces a specific financial problem, we write the guide for it — researched, referenced and free to distribute.
Tools and calculators
Interactive calculators for the decisions people actually get stuck on — which debt to clear first, how much cover is enough, whether a purchase fits, and whether retirement income lasts. Each runs off the figures already entered, so people test their own numbers rather than a worked example.
Bring the program to your community.
Tell us who you look after and what they are up against. We will come back with what the program would look like for them, and how we would tailor it.
Transfigr's community program provides general financial information and guidance. It does not take into account any individual's objectives, financial situation or needs, and it is not personal financial advice. Organisation names and logos are used with permission and do not imply that those organisations endorse any financial product.
A financial wellbeing platform designed to help you understand your full financial picture. Built in Australia, for everyday Australians.
Evolucian Pty Ltd trading as "Transfigr" (Corporate Authorised Representative No. 1307597) is authorised under Financial Mandate Pty Ltd ABN 75 686 236 180 (the Licensee), the holder of Australian Financial Services Licence No. 700151.