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.
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.
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:
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
Jamie Coltman
Advice Financial
Ph 0800 102 264
Mob 021 664 468
jamie.coltman@advicefinancial.co.nz
www.advicefinancial.co.nz
Andrew Versalko
AMP Financial Services
Ph 09 337 7719
Mob 021 226 1464
andrew_versalko@amp.co.nz
www.amp.co.nz
Auckland, Waikato
Jacquie Reid
Manukau Institute of Technology
Faculty of Business
Ph 09 968 7762
Ph 027 568 7762
Jacquie.reid@manukau.ac.nz
www.manukau.ac.nz
Auckland,
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
Sorted also has two free KiwiSaver seminars to help people to understand KiwiSaver and decide whether KiwiSaver is right for their situation.