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Boost your financial wellbeing with Sorted seminars 

Who hasn’t lain awake at some point in their lives worrying about money? For nearly half of us, those concerns continue throughout the day. When you're stressed about money, it meddles with all aspects of your life – from your relationships and job to your health and wellbeing.*

It’s a subject we know a lot about here at Sorted. We've developed Sorted seminars to help you work out how to get in control of your money... and your life. Our Sorted seminars have been tried and tested in workplaces, community groups and iwi – so we know they really work!

 sorted seminars

Sorted seminar topics

 

Setting Goals, Making a Budget

Setting financial goals puts you in charge – whether those goals are short or long-term, small or large. Whatever they are, having goals gives us something to aim for. And making a budget helps us achieve them.

  

Retirement Planning

Thinking about retirement is the first step you need to take to achieve the lifestyle you want when you’re no longer working. But what else do you need to do? Getting out of debt and saving for the long term will help you to be better off in your retirement.

 

Saving and Investing

Learning to save regularly is a big step towards getting ahead financially and it can help you get those things you want. Saving is also the gateway to investing – making your money work for you so that it either provides you with an income or increases in value (or both!).

 

Show Me the Money

This Sorted seminar is an introduction to financial planning and an opportunity for participants to consider your life goals, whether these are short, medium or long-term. It then offers some financial solutions on how to reach those goals.


Tackling Debt

It’s good to be able to borrow money. It can help us buy things like a house or a business, or to get an education. But sometimes it can turn into a real drag on your finances. See how debt can work for and against you and what you can do about it.


Getting Ahead

Introduction to three main things to do to get sorted financially: sorting your money, tackling debt and seeing your future.


Dialling up KiwiSaver

KiwiSaver helps many of us get ahead and better off in retirement. But there is often some tweaking to do – like picking the right fund – in order to get the most out of it. This seminar will cover the key ways to optimise your entire KiwiSaver experience.

 

How to book

Seminars take 1-2 hours and can be delivered to audiences of up to 100 people. 

Find a Sorted facilitator and contact them directly. You can either have them come to you or arrange a mutual venue.

FIND A FACILITATOR

DIY (Deliver it yourself ;) )

You can also download the seminar slides and deliver them yourself to your workplace or community group. 

Download seminars here.

 

Questions?

Contact: sorted.workplace@cffc.org.nz or +64 9 356 1449

 

Want more?

If you're looking for something more, the Sorted Workplace and Sorted Community teams offer a range of products and delivery models to provide best-fit financial wellbeing training and support for your people. Get in touch to talk to us about how we can work together to work towards improving the financial capability of all New Zealanders. 

Enquire now

  

*From published international studies and internal research, references available on request.