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Money worries can play a big part in the productivity & wellbeing of your employees

Most people worry about their finances at some point, but employees who are constantly preoccupied with money worries can become distracted, unproductive, stressed and often devote their work hours trying to resolve personal financial issues

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You can help reduce money worries at work

The financial wellbeing programmes are focused on:

• helping your employees learn valuable money skills

• improving their financial wellbeing

• giving them one less thing to worry about during the workday

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All the webinars, seminars and courses are 100% independent and impartial; I'm not aligned with any financial service provider or products.

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The range of flexible learning solutions; including face-to face and virtual (webinar) learning.

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The Sorted at Work programme is:

• made for people of all ages and stages of life

• fun and interactive

• action-focused – your employees will be able to make small but significant changes that will help put them on the path to a healthier financial future.

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Money Bites

1 hour each session

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Introduction to financial skills or focused topic areas. Have the full series delivered or pick and choose the topics you need. This series is designed as a conversation kick-starter and motivator to take action. The focus is on taking steps towards improved financial wellbeing based on what’s important.

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> Money Mind

Use awareness of your money mind when making financial decisions.

• Financial past and future

• Money beliefs

• Financial decision making

• Setting goals

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> Spending

Develop a budget based on goals and spending habit insights.

• Spending trackers

• Money systems

• Spending plans

• Staying on track

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> KiwiSaver & Retirement

Set up or maximise existing retirement savings strategies to suit your situation.

• Retirement goals

• KiwiSaver calculator

• Retirement planner

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> Debt

Use Sorted debt tools to understand the true cost of debt.

• Debt attitudes

• Strategies to pay off debt

• Productive vs. unproductive debt

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> Protect

Review options for protecting our people, our money and our stuff.

• Emergency funds

• Insurance

• Wills

• Power of Attorney

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​​Click here if you Interested in Running a Money Bites Session​​

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