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.
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.
An overview of the three key things to do to get money matters sorted: think ahead, shrink debt and grow for the future
Setting goals, making a budget and how a budget helps you achieve your goals
Understanding and managing debt and making a debt repayment plan
Basic principles of saving and investing – making a plan, types of investment, investment profiles and how to get advice
How KiwiSaver works, who can join, what to think about before joining KiwiSaver and how to join
A guide to help decide whether to join KiwiSaver, how much to save and where to invest
Planning ahead for retirement – how much money is needed, where it can come from and what to do now
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