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

  • Family Trust Changes

    Following a lengthy and comprehensive review of the law relating to trusts undertaken by the Law Commission, and the introduction of the Trusts Bill to Parliament in 2017, we now have the Trusts Act 2019 which will come into force on 30 January, 2021. There are important changes for trusts, which sh…

  • Knowing When to Let Go

    The process of aging is no fun. It is, however, inevitable. As we age, brain processes slow down and it becomes difficult to deal with complex information and change. We all react to this process in different ways. Some people just go with the flow and deal with the effects of aging as they arise. […

  • Money Differences in Couples

    Everybody has their own unique relationship with money. Some people are good savers while others find it hard to stop spending. Some people are keen to take risks with their money in order to get a better return while others prefer to keep their money safe. Let’s be clear – there is no right or…

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