Seminars

Helping people get their money sorted can be good for business and the community. People without money worries will probably be less stressed and enjoy better relationships, may take fewer days off sick and may perform better at work.

'Sorted - Your guide to getting there' seminar

Use our free seminar ‘Sorted - Your guide to getting there’ to introduce the six key steps to getting financially sorted. It covers the basic information participants need to know, explains how to achieve each step and where to get extra help.

People will leave with information to set their goals, look at their spending and develop a budget, as well as a set of Sorted’s free booklets including the matching booklet ‘Sorted - Your guide to getting there’.

The seminar includes a presentation, a guide for facilitators and a worksheet for participants. It takes about an hour – you may wish to allow longer for discussion.

Seminar materials 

• Download Presentation (PDF, 1.8MB)
• Download Facilitators guide (PDF, 775KB)

Seminar hand-outs 

• Download Participants worksheet (PDF, 941KB)

Make sure you order Sorted’s free booklets at least five days before the seminar. Some are used during the seminar and each participant should leave with a full set. The booklets to order are:

• Sorted – Your guide to getting there
• Set your goals
• Budgeting
• Managing debt
• Saving
• Investment
• Retirement planning
• KiwiSaver

Seminar facilitators

The following seminar facilitators have agreed to deliver the ‘Sorted - Your guide to getting there’ seminar. Their services will attract a cost negotiable between yourself and the supplier concerned.

Nationwide

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

Bay of Plenty, Gisborne, Hawkes Bay, Waikato