Provided by our partners at Money Maverick, these paid 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
The best first session. Staff learn how to clear debt, build their first emergency fund and set up habits that last.
Budgeting: Where does my money go?
Why budgets fall over, and a three category system that automates the bills and keeps spending in check.
Your emergency fund starts today
Staff start their emergency fund during the session and learn where the money should sit so it’s ready when life happens.
Financial systems that work
Accounts set up so money sorts itself every payday. The SMARTERR framework turns vague goals into specific ones.
Money mindset
Money habits start in childhood. Staff spot the beliefs holding them back and build healthier habits in their place.
Why you’re still in debt and how to get out
The psychology and systems that keep people in debt, the payoff methods that work and the shortcuts that trip people up.
Bounce back from redundancy
How to access support, reduce payments, stretch income, manage debt and plan for the next role.
Retire ready
How NZ Super and KiwiSaver fit together, how to draw on savings safely and keep enough cash on hand.
First home game plan
Using KiwiSaver for a deposit, what lenders look for and the common mistakes that cost first home buyers.
Wealth blueprint
Building wealth by focusing on what staff can control. KiwiSaver, investing and property in plain language.
Financial teamwork
Couples and families learn to talk openly about money and plan together while each keeps their own independence.
Custom presentation
A pay change, a restructure, a workforce with particular needs. We build a session around your goals.
Need a quote? Ready to book?
Please email [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.