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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    The festive season is a time of overindulgence in all things good. It’s the one time of the year when it’s OK to loosen up on self-discipline and let go of diets, fitness regimes and frugality. Overindulgence doesn’t come without side effects, however. Tucking into a massive meal of rich food…

  • Resisting the Retailers

    Kiwis love buying things on special and the push from retailers is making it even more difficult for us all to resist the temptation to spend. Black Friday, which originated as an American tradition on the day after Thanksgiving, has now found its way to New Zealand. No doubt the rise of online shop…

  • How Your Personality can Destroy Your Wealth

    Your personality and other personal traits may have more of an impact on how fast you spend your retirement savings than factors such as your age, marital status, desire to leave an inheritance, and whether you continue to work during retirement according to a recently released study of retirees und…

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