Financial wellbeing sessions that speak your team’s language

Financial Seminars for your team

Live, practical webinars and seminars for teams who want real advice on money. Whether it’s a one-off lunch-and-learn or part of a wellbeing initiative, your people will walk away feeling more informed, less stressed, and ready to make better decisions.

What these sessions cover

Every session is tailored to your team and includes:

  • Clear language

  • Actionable steps

  • Practical examples

  • Helpful handouts

  • Time for Questions

Who they’re for

Employers wanting to support financial wellbeing

Community groups looking to build financial confidence among members

Organisations running wellbeing weeks or internal development events

Costs + Booking

Session costs are based on group size, format and content. Pricing is fair and transparent.

Get in touch to discuss the right format for your team.

financial seminars for employers & groups

path to financial wellbeing

This session takes you through the key pillars of financial wellbeing. We cover building an emergency fund, strategies to get out of debt, reviewing your KiwiSaver, preparing to buy your first home, and planning for retirement. You will leave with a clear sense of where you are now and the steps to build a stronger future.

bounce back from redundancy

This session covers how to handle the financial and personal challenges of redundancy or restructure. We will look at the government support available and the levers you can pull to stretch reduced income. The aim is to give you time to land the job you want, not just the first role that appears. We will also discuss how opportunities are often found through community connections rather than job boards, and why staying connected is key during this season.

smart budget reset

This session helps you build a budget that feels empowering, not restrictive. We will cover identifying income, challenging fixed expenses, and tracking variable expenses. You will learn the importance of reviewing your budget regularly and building a positive mindset around money. We will also look at real examples that show budgeting is not about cutting back, but about creating choices and building wealth.

first home game plan

This session is designed for anyone preparing to buy their first home. We will cover how to assess your financial position, what banks look for, and how KiwiSaver can help with your deposit. You will see examples of how small changes in spending can speed up saving, and how structuring debt wisely makes a big difference over time. We will also look at real stories of first-home buyers who overcame setbacks to reach their goal. The aim is to give you both the tools and the confidence to take the next step toward home ownership.

debt-free game plan

This session is about breaking the cycle of consumer debt for good. We will cover how to pay debt off faster, why an emergency fund is essential, and how to avoid slipping back. You will also be challenged to rethink common beliefs, like relying on credit cards, taking on more house debt, or using “buy now, pay later” to justify spending. The goal is simple: never use consumer debt again and build a foundation for real financial freedom.

raising financially savvy kids

This session helps parents pass on real money skills to their children. We will cover how kids learn best by seeing their parents model good financial wellbeing, and why your own habits matter most. Alongside money basics, we highlight key life skills such as selling, cooking, shopping, sewing, and meal prep, which build confidence and independence. We will also review products aimed at kids, from pocket money tools to savings accounts, and how to use them well. The goal is to raise children who are capable, resourceful, and confident with money.

wealth blueprint

This session highlights that wealth is not about having more stuff, but about gaining more control over your time. We will cover how wealth is created in the gap between income and expenses, and how to use that gap to grow through KiwiSaver, investing, and property. You will learn the difference between saving and investing, how to manage risk, and how to build a plan that aligns with your goals. The aim is to show you how consistent choices create freedom and options for the future.

Couples & money

This session is designed for partners who want to get on the same page with their finances. We will cover how to talk about money without conflict, how to set shared goals, and when to keep some independence. You will learn how different money habits can work together, how to build trust through transparency, and how to align your spending with your values. The aim is to strengthen both your finances and your relationship.

retire ready

This session helps you plan for retirement with clarity and confidence. We will cover how much you can safely withdraw from your retirement savings, and why those limits matter for making your money last. You will learn what retirement in New Zealand is likely to cost, how NZ Super and KiwiSaver fit into your plan, and what other assets may support you. The focus is on creating a retirement where you have both security and freedom in how you spend your time.

future goals framework

This session helps you set and achieve goals that matter. We will talk about SMARTERR goals and how to make them practical. You will also learn how to build good financial habits, remove bad ones, and link your daily actions to long-term progress. The aim is to give you a clear framework for setting goals and the discipline to follow through.