• Save for the things they love
• Pay off their credit card up to four times faster
• Slash thousands from their mortgage
• Pump up their super so they can retire in style
• Provide advice on goals, contributions and investments
• Demystify personal insurance and get the cover they need
Launching Otivo is just the start. The real value comes when you discover all the ways Otivo can help. To get the ball rolling, we've created a calendar full of campaign ideas to keep everyone informed and engaged. With regular promotions each month, average engagement increases to 70%
JANUARY
New Year resolutions
FEBRUARY
Financial foundations
APRIL
Financial wellbeing
MAY
Retirement perspectives
JUNE
End of Financial Year (EOFY)
JULY
Protect yourself
NOVEMBER
What makes super so attractive?
DECEMBER
How to fill your stockings
Presented by one of Otivo's team, webinars are a great forum to learn about all the good ways Otivo can help. We recommend starting with the 'How to improve your financial fitness' session, then following this up a month later with one of our in-depth financial wellbeing webinars.
Understand what financial fitness is and how the average Aussie fares
Learn what impact financial stress is having on everyday Aussies
Find out what your financial fitness score is and how you compare
Learn how Otivo can help you improve your financial fitness
Learn what the average Australian's ability is to manage their day-to-day finances
Understand what ‘expensive’ personal debts are costing now and in the long term, and how they impact wellbeing
Feel in control of your money by having a budget and available funds to pay down debt
What are your dreams and aspirations? Learn how to set your financial goals with Otivo
Identify and plan for life's major events
Create an action plan to help you reach your savings goals
Discover how to build an emergency fund to cover urgent or unexpected costs
Learn what type of insurance is available to protect you and your family
Understand where insurance fits into your financial plan and how it helps to protect your financial fitness
We use a case study to demonstrate how insurance should be considered to protect your lifestyle
When should retirement planning start?
Understand the possible sources of income that could fund retirement
Learn how to manage life’s competing goals and still secure your retirement
We use a case study to demonstrate how you can have a comfortable retirement — even though it might be a long way off
What the cost of living means
The relationship between cash rates and interest, and how it affects us
Strategies and tools to manage the cost of living
How Otivo can help you take control and improve your financial wellbeing