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
It’s a natural instinct for parents to want to help their kids get a head start in life. A common goal for young parents is to save money to pay for kids’ tertiary education costs. However, that’s not necessarily the best way to help. For as long as student loans are interest free, it makes [&…
More uncertainty in investment markets means more volatility and a need to review your investment strategy. It’s easy to invest when markets are rising, but when they fall your tolerance for risk can be pushed to the limit. Start with the basics. Focus on your goals and objectives. If you have lo…
There is an increasing trend for young couples to manage their money separately, unlike previous generations who pooled their financial resources. Women are becoming more financially independent, which is great, however there are a number of factors which mean that women lag behind men in the wealth…
Enter your information below to receive all latest news, tips and advice from Moneymax, directly into your inbox.