Group Workshops

Interactive sessions to help you understand KiwiSaver and financial planning.

KiwiSaver Basics
A friendly financial adviser explaining KiwiSaver options to a small group.
A friendly financial adviser explaining KiwiSaver options to a small group.

Learn how KiwiSaver works and how to make it work for you.

A business workshop setting with participants discussing investment strategies.
A business workshop setting with participants discussing investment strategies.
A relaxed group session focused on retirement and personal insurance planning.
A relaxed group session focused on retirement and personal insurance planning.
Investment Advice

Understand your investment options and how to grow your savings.

Create a Budget and learn how to stick to the goals to enable a good financial future

Financial Planning

KiwiSaver / Investment Basics

A friendly session to help you understand KiwiSaver and investment options, how providers differ, contribution choices, and how to make the most of your savings for the future.

A small group of people attentively listening to a financial adviser explaining KiwiSaver details with charts.
A small group of people attentively listening to a financial adviser explaining KiwiSaver details with charts.
Close-up of hands holding a pen over a financial planning worksheet with notes and graphs.
Close-up of hands holding a pen over a financial planning worksheet with notes and graphs.

Budgeting Insights

A friendly session focused on budgeting and financial planning, helping you take control of cash flow and make confident decisions with your money.