​

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

​

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

​

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

​

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

​

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.

​

Money Bites

​

1 hour each session

​

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.

​

> Money Mind

Use awareness of your money mind when making financial decisions.

• Financial past and future

• Money beliefs

• Financial decision making

• Setting goals

​

> Spending

Develop a budget based on goals and spending habit insights.

• Spending trackers

• Money systems

• Spending plans

• Staying on track

​

> KiwiSaver & Retirement

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

• Retirement goals

• KiwiSaver calculator

• Retirement planner

​

> Debt

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

• Debt attitudes

• Strategies to pay off debt

• Productive vs. unproductive debt

​

> Protect

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

• Emergency funds

• Insurance

• Wills

• Power of Attorney

​

> Intro to investing

Develop a saving and investing strategy to suit your life and goals.

• Compound interest

• Types of investments

• What’s the risk?

• Grow your money

​

> Frauds & Scams

Understand the prevalence and risks around frauds and scams.

• Scammer’s tactics

• Common scams

• Where to get help

​

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

​

Learn how to invest

1 hour each session

​

An introductory five-part series on how to get started with investing. It’s designed to ensure participants walk away confident with investing basics. They will find out what kind of investor they are and they will design an investing action plan that suits their goals, their appetite for risk and their personal circumstances.

​

We recommend having the full series delivered unless you have already delivered ‘Intro to investing’ as part of Money Bites. This series does not provide individual investment advice.

​

> Intro to investing

Get to know your investor type and start thinking about the best strategies to suit your situation

​

​

> Investing strategies

Find out the different options available for investing and which one most suits your asset allocation.

​

​

> Optimising your investments

Find out what you need to consider when choosing an investment i.e. fees, time horizon, risk profile etc.

​

> The share market

This session will provide you with an opportunity to participate in a share market simulation.

​

> Getting started with investing

Find out when to start investing and how much to invest. We’ll look at ethical investing and getting financial advice.

​

​​Click here if you Interested in Running a Learn How To Invest Session​​

​