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.

Retirement Planning & Financial Management

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

  • Wealth Preservation for Business Owners

      There is no doubt that business owners are having a tough time now, and it is probably going to get worse as unemployment increases and people spend less. We have not yet seen the full impact of COVID-19 on our economy. As business owners struggle for survival, they face the real danger of lo…

  • In it Together

      Over the last few weeks, we have been reminded many times of fact that, whether we like it or not, we are part of a community. The welfare and wellbeing of each person in the community has an impact, either directly or indirectly, on the community as a whole. We are all in this […] The…

  • Should couples hold investments in separate names?

    Since over 65s have been allowed to open KiwiSaver accounts, more retirees have invested in KiwiSaver. What is the problem with this? KiwiSaver has to be held in the name of an individual and this can cause estate planning problems. If one partner dies, there could be a considerable delay in getting…

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