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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      It wasn’t until the Global Financial Crisis that the term ‘Black Swan Event’ came into popular use in financial circles. A Black Swan Event is one which catches people by surprise and which has a major impact. The term originates from the discovery of black swans, which were thought not…

  • Should you help your child buy their first home?

    By Karen Piercy, AFA. Parents face a dilemma about helping their children purchase a first home. Issues to consider are affordability, not endangering your retirement nest egg and being equitable to all of your children. Firstly, ensure your children learn how to manage money and get their finances…

  • Selling a Business

      One of the consequences of the baby boom is that there is a raft of people all wanting to sell their businesses at about the same time to fund their retirement. There are a number of reasons why people set up their own business. Some do it for the lifestyle and independence, some want [……

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