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

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      Any student of mathematics will tell you there is magic in numbers. There are endless patterns with numbers which will leave you scratching your head. For example, if you take the number 6 and multiply it by an even number, the last digit of the answer will be the same as the last digit [R…

  • Ready for Retirement

      Retirement is seen to be the ultimate but somewhat elusive goal that we all aspire to and for which financial planners chide us that we must be well prepared. However, rather than retirement being a life changing experience that takes us overnight from being a productive worker to being perma…

  • A Fresh Start for Finances

    There is something magical about the start of a new year. It’s like we are given a chance to make a fresh start on just about every aspect of life. Yet sadly, it’s only a few who take this opportunity to do things differently. There is a big difference between thinking about the things that […

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