Download KiwiSaver seminars

Sorted’s free KiwiSaver seminars ‘Basic rules’ and ‘Decision-making’ include a PowerPoint presentation, facilitator’s guide and participants’ worksheet.

All attendees should be given the Sorted KiwiSaver Decision Guide. There are also posters and a budgeting leaflet that may be helpful. These resources are all free.

Each seminar takes about 1 hour including group discussion. If you believe a discussion around KiwiSaver’s basic rules will help staff to understand KiwiSaver, make sure you allow staff to participate in both seminars. If staff are already aware of KiwiSaver’s basic rules (by reading Inland Revenue’s KiwiSaver Employee Information Pack for example), go straight to the KiwiSaver Decision-making module.

If you would like help with facilitation, please contact a seminar facilitator. They have agreed to deliver the content as it is presented. Their services will attract a cost negotiable between yourself and the supplier concerned.

 

Seminar materials

 

 KiwiSaver – Basic rules

 
KiwiSaver – Decision-making
 
 
Hand-outs: 5 working days for delivery
 
The following free resources will help your employees to make informed decisions about KiwiSaver, within the context of their wider personal financial situation. Please allow 5 working days for delivery.
 
 

Seminar facilitators

The following seminar facilitators have agreed to deliver Sorted seminar content as presented via this website. Their services will attract a cost negotiable between yourself and the supplier concerned.


Nationwide

Carey Church
Moneyworks NZ Ltd
Ph 0800 225 621
carey@moneyworks.co.nz
www.moneyworks.co.nz


Jamie Coltman
Advice Financial
Ph 09 915 6450
Mob 021 664 468
jamie.coltman@advicefinancial.co.nz
www.advicefinancial.co.nz


Spicers
Corporate Solutions
Spicers Portfolio Management Limited
Ph 0800 267 776


Andrew Versalko
AMP Financial Services
09 337 7719
andrew_versalko@amp.co.nz
www.amp.co.nz


Auckland
, Waikato

Jacquie Reid
Manukau Institute of Technology 
Manukau Business School
Ph 09 968 7762
Ph 027 568 7762
Jacquie.reid@manukau.ac.nz
www.manukau.ac.nz

 

Auckland, Waikato, Palmerston North

Bill James
Inspired Learning Systems Limited
Ph 09 441 2164
Info@InspiredLearning.co.nz
www.inspiredlearning.co.nz

 

Auckland, Waikato, Bay of Plenty, King Country, Taranaki

Tim Bray
Georgina Graham International 
Ph 07 853 9825
Mob 027 555 0775
tim@georginagraham.co.nz

 

Bay of Plenty, Gisborne, Hawkes Bay, Waikato

Ron Scott
Stellaris Ltd – for Business Advice and Training
Ph 0800 232 378 (0800 BE BEST)
Mob 027 442 7738
info@stellaris.co.nz
www.stellaris.co.nz

 

Southland, Queenstown Lakes District

Robin McCall
Creative Solutions 2004 Limited 
Ph  03 218 7919 or
0800 22 66 99 
Mob 027 249 3655
Robin.mccall@creativesolutions.net.nz

 

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