I help everyday people regain control of their money and use their income with confidence, clarity, and purpose.
Most people feel financially stretched and out of control—blaming external factors like the economy or their income. But lasting financial change comes from mastering what’s already within your control. I specialise in teaching practical money skills that help everyday people gain clarity, confidence, and control over their finances — so you can make intentional decisions, reduce stress, and create long-term stability and independence.
Empowering financial education delivered nationwide
Driven by Te Ara Ahunga Ora Retirement Commission (the independent Crown entity that runs the free guide to all things money, Sorted.org.nz), Sorted at Work boosts New Zealanders’ financial wellbeing with the impartial info we all need to get ahead.
What can Sorted at Work do for you?
It’s harder to put your all into your 9 to 5 when you’re worrying about making ends meet or feeling shamed or embarrassed about your finances. That’s where Sorted at Work’s employee financial education workshops come in – giving you and your staff the power to move from surviving to thriving, personally and professionally.
It might be one of the ultimate workplace perks. When you provide your workforce with proven ways to manage and grow money, you set both your people and organisational performance on a positive trajectory while creating a ripple effect across family and the wider community.
Financial education workshops
Knowledge is important – but application counts. Sorted at Work’s trusted financial education turns up the heat on practical steps everyone can take to make the most of their money.
Catering to groups of any size, our quality-assured workshops are relatable, inclusive and interactive. We swap lectures and financial jargon for smart ideas conveyed simply alongside thought-provoking discussions, meaningful activities, videos and tools that make things click. Plus, we don’t try to upsell anything – all the learning is underpinned by the ongoing support of the free resources at Sorted.org.nz.
Prices are per group and exclude GST; there may be additional costs for stationery and facilitator travel.
Short Courses
Money Bites | 1 hour each | $340 each | In-house or online
This series is a conversation kick-starter and motivator of action. Run the full complement or pick and choose the most relevant topics for your team.
- Money Mindset: Financial past and future, money beliefs, decision-making and goal setting.
- Spending: Developing a budget, spending habit insights, spending trackers, money systems, spending plans, and tips for growing money and staying on track.
- KiwiSaver & Retirement: Identify retirement goals and set up or maximise existing retirement savings strategies.
- Debt: How to use Sorted’s free tools to understand the true cost of debt, plus debt attitudes, productive versus unproductive debt and strategies to pay it off.
- Pathways to Your First Home: Saving a deposit, preparing to buy, financial headwinds, mortgage structures and managing interest rates.
- Protect: Options for protecting people, money and stuff, emergency funds, insurance, wills and power of attorney.
- Intro to Investing: Saving and investing strategies, compounding interest, types of investments and risk.
- Frauds & Scams: Prevalence and risks, scammers’ tactics, common scams and where to get help.
Get Started | 2.5 hours | $450 | In-house or online
This workshop supplies foundational skills and knowledge that participants can apply ASAP, including how to record financial goals and break down the steps towards achieving them. Topics include money beliefs, spending, savings goals, KiwiSaver, debt, emergency funds and insurance.
Sorted Women | 2 hours | $400 | In-house or online
Women tend to live longer than men, earn less over our lifetimes and take more time away from paid employment, all of which affect long-term financial security. This workshop highlights the unique situations women face in managing money and provides vital knowledge and skills. Participants are empowered to make moves to secure their financial future through topics such as strategies for talking about money, financial decision-making, retirement planning and investing.
In-depth courses
Note: If wished, you can create a safe space for women to discuss their thoughts, approaches and challenges by running the following courses for women only.
Get Sorted | Six 2-hour sessions or 2 days | $3400 | In-house
This course is all about how to get ahead. Topics include financial past and future, money personality and beliefs, spending goals and plans, money systems, staying on track, retirement and KiwiSaver, debt, net worth, emergency funds, wills and power of attorney, an intro to investing and where to get advice.
Get Invested | Eight 1.5-hour sessions or 2 days | $3400 | In-house
This deep dive is for people who have a good level of financial capability and are ready to progress their investing journey. It doesn’t provide individual investment advice, but talks participants through what investing is and isn’t, how to set goals to achieve financial growth, researching the options, types of assets and funds, fees and tax, setting a strategy, creating an investment plan, monitoring and reviewing, and maximising KiwiSaver.
Roadmap to Retirement | Three 2-hour sessions or 1 day | $1900 | In-house
Any age is a good age to start planning for a secure financial future. This course covers goals, transitioning to retirement, stages of retirement, where to live, income, spending and lifestyle, retirement funds, decumulating wealth over time, health and wellbeing, insurance, wills, trusts, power of attorney, fraud and scams.
Financial wellbeing and workplace productivity are intertwined
41% of employees say they’re worried about their finances from pay to pay*
With a bit of extra know-how and the confidence to take action, many of us could be living better on what we’re earning now. Even small changes to our money systems can make a big difference.
*Source: Te Ara Ahunga Ora Retirement Commission Financial Sentiment Tracker, April–June 2025 (sample size n=560 employees).
45% of employees have felt ill, unwell or stressed due to concerns about money*
Sorted at Work is proven to help people feel more resilient and in control. The result? Happier, healthier team members, who can bring their best selves to work.
*Source: Te Ara Ahunga Ora Retirement Commission Financial Sentiment Tracker, April–June 2025 (sample size n=560 employees).
16% of employees have been distracted at work because of concern about money*
Getting on track financially frees your staff to focus on their professional success and contribute to a positive workplace culture.
*Source: Te Ara Ahunga Ora Retirement Commission Financial Sentiment Tracker, April–June 2025 (sample size n=560 employees).
42% of employees believe the workplace is a good place to learn about managing money*
Financial and overall wellbeing go hand in hand. Investing in Sorted at Work courses takes you beyond simply paying your employees by showing you champion both.
*Source: Te Ara Ahunga Ora Retirement Commission Financial Sentiment Tracker, April–June 2025 (sample size n=560 employees).
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I help everyday people regain control of their money and use their income with confidence, clarity, and purpose.
Most people feel financially stretched and out of control—blaming external factors like the economy or their income. But lasting financial change comes from mastering what’s already within your control. I specialise in teaching practical money skills that help everyday people gain clarity, confidence, and control over their finances — so you can make intentional decisions, reduce stress, and create long-term stability and independence.