What is a Financial Wellbeing Workshop?

Our financial wellbeing workshops cover all aspects of a good personal financial plan, including budgets, insurance, debt, and mortgages, and how you can align that plan with your short and long term goals.

Attending one of our financial wellbeing workshops will help you on your journey of being able to make informed decisions and plans for yourself and your business.

Upcoming Workshops

Running a business and wondering about your financial future?

Are you working hard and wondering if you are doing the ‘right’ things to have the financial future you deserve? In this workshop we will discuss strategies to save for your retirement or first home, ACC and how to make sure it is set up correctly, how to get the best from your accountant, and KiwiSaver for the self-employed.

Wednesday 13th July

12:30pm (1.5 hours)

Register here

Saturday 16th July

4:00pm (1.5 hours)

Register here

Did you know…

  • 23% of small business leaders say the financial pressure of keeping a business afloat is a huge challenge 

  • 39% of business owners say running a small business has negatively affected their health

  • 21% of small business leaders feel really struggle with the need to be an ‘expert in everything’