Provided by our partners at Money Maverick, these financial wellbeing workshops are available to book online or in person for 1 hour (or adjustable to your needs).
We also have financial wellbeing services available for individuals seeking financial advice and support.
Financial wellbeing workshops
Foundations of financial wellbeing
Build a strong base for every financial decision that follows. Learn how to clear debt, create your first emergency fund, and develop habits that bring structure and control. Expect honest discussion, practical tools, and the motivation to take confident first steps toward financial stability.
Money mindset
Explore how your upbringing shapes the way you think about money. Identify the beliefs that hold you back and learn how to build healthier habits through awareness and practice.
Financial systems that work
Set up your accounts effectively to suit your needs so your finances stay organised and on track. Learn how to automate payments and reduce waste so your money runs smoothly. Use the SMARTERR framework to set meaningful goals, track progress, and adjust as life changes.
Budgeting: Where does my money go?
Most people can make a budget. Sticking to it is the hard part. This session shows you where your money really goes and hands you a simple system that runs in the background, so your bills take care of themselves, and your spending stays yours to control. We will cover why budgeting feels so hard, the three-category system, setting up your accounts, and how to track your money with curiosity instead of guilt.
Your emergency fund starts today
Build your first emergency fund before the session ends. Understand what counts as an emergency, where to keep the money, and how to protect it. Leave with a number, a plan, and your first step already taken
Why you’re still in debt and how to get out
Understand the real reasons debt sticks around, and how to break each one. We will unpack the marketing machine built to keep you spending, the silence and shame that let debt grow, the mental shortcuts that drive your decisions, and the systems that beat willpower. Leave knowing what you owe, which payoff method fits you, and the first move to make.
Bounce back from redundancy
Learn how to stay financially steady through job loss or restructure. Understand how to access support, reduce payments, and stretch income while you plan your next move. Explore debt management, training or study to improve employability, and how to stay connected to your community for support.
Retire ready
Plan for retirement with clarity and purpose. Learn how NZ Super and KiwiSaver work together, how to draw cash safely, and why liquidity matters once you stop working. Understand common drawdown strategies, the risks that can derail your plan, and the simple steps that protect your lifestyle.
First home game plan
Understand what it takes to buy your first home with confidence. Learn how KiwiSaver fits in, what lenders look for, and how to prepare your finances for approval. We will cover deposit strategies, loan structures, and common mistakes that cost buyers time and money.
Wealth blueprint
Learn how to build wealth by focusing on what you control. Understand how to grow the gap between income and expenses and use it to build assets through KiwiSaver, investing, and property. We will cover risk management, diversification, and how to align your strategy with your personal goals.
Financial teamwork
Financial wellbeing is stronger when don’t do it alone. Learn how to build a supportive team of partners, family, and friends who share your values and help keep you accountable. We will explore how to communicate about money, combine finances wisely, and stay transparent while keeping independence.
Custom presentation
Get presentations tailored to the needs of your team or organisation. Each session focuses on the challenges and goals that matter most, keeping the content relevant, engaging, and practical. The aim is to provide clarity, spark discussion, and leave everyone with actionable steps they can use straight away.
Questions? Ready to book?
Please send an expression of interest to [email protected]
Great language and examples used. I was in finance for 21 years and have attended many financial sessions and this would be one of the best 1 hour quick overviews with clear actionable steps.