Sorted Seminars

Personal financial problems are a significant factor in relationship stress which can flow over into the work environment. Helping employees get their finances sorted is a great way to improve employee satisfaction and loyalty.

The Commission for Financial Literacy and Retirement Income has developed a series of seminars on a variety of topics which can be held in the workplace or in other group situations.

 

As an accredited Sorted Seminar Facilitator, Liz Koh is able to offer these seminars to employers and groups. Liz will work with you to identify the most appropriate seminars to hold and how they can be tailored specifically to the needs of your group.

  • Think, Shrink and Grow

    An overview of the three key things to do to get money matters sorted: think ahead, shrink debt and grow for the future

  • Set your Goals, Make a Budget

    Setting goals, making a budget and how a budget helps you achieve your goals

  • Managing Debt

    Understanding and managing debt and making a debt repayment plan

  • Saving and Investing

    Basic principles of saving and investing – making a plan, types of investment, investment profiles and how to get advice

  • KiwiSaver – The Basics

    How KiwiSaver works, who can join, what to think about before joining KiwiSaver and how to join

  • KiwiSaver – Making Decisions

    A guide to help decide whether to join KiwiSaver, how much to save and where to invest

  • Retirement Planning

    Planning ahead for retirement – how much money is needed, where it can come from and what to do now

 

 

Latest News

  • Traps for KiwiSaver Home Buyers

    Traps for KiwiSaver Home Buyers One of the best incentives for young people to join KiwiSaver is the ability to withdraw funds for the purchase of a first home. All but $1,000 can be withdrawn providing certain criteria are met. You need to have been a KiwiSaver member for at least three years and y…

  • Living on NZ Super

    Living on NZ Super New Zealand is finally catching up with the rest of the world and considering changing the age of eligibility for NZ Superannuation from 65 to 67. However, the four-year process to make this transition doesn’t start for another twenty years. In the interim, the number of pension…

  • What to Expect From Your Financial Adviser

    What to Expect From Your Financial Adviser Financial service providers are regulated by the Financial Markets Authority (FMA). Part of the FMA’s role is to educate consumers of financial services and for that reason they have released a checklist of things you can expect from your financial servic…

Apply now

Join or transfer to the AMP KiwiSaver Scheme today

Subscribe to Our Newsletter

Enter your information below to receive all latest news, tips and advice from Moneymax, directly into your inbox.

Mailing List:
Subscribe
Investment Clients