Make a Date With Your Money

Read More

MoneyWeek2013Small logo JPGMake a Date With Your Money

Money Week 2013 is coming! After the success of last year’s Money Week, the Commission for Financial Literacy and Retirement Income is once again encouraging us all to take some time in the first week of September to have a look at how we are managing our money. Money Week is a week-long series of financial events and activities around the country, the aim of which is to motivate people to take stock of their personal money situation and to make changes if needed. Organisations throughout NZ are being challenged to get involved in Money Week by running an event or activity that engages with people and their money. Financial institutions, schools and tertiary institutions, community groups and employers can all become involved by running money-themed events.

Workplace seminars during Money Week are becoming increasingly popular. Good employers see the link between good money management and employee satisfaction. Happy employees mean higher productivity and lower staff turnover. There are a number of facilitators who are accredited by the Commission to offer Sorted Seminars covering such topics as goal setting, budgeting, managing debt, saving and investing, KiwiSaver and retirement planning. A full list of facilitators throughout the country is available on the Sorted website.

Members of the public will be able to get free financial advice during Money Week by calling the Institute of Financial Advisers (IFA) to register for an appointment. More information is available on the IFA website.

Money Week is a great initiative for bringing attention to financial literacy and is deserving of support from every individual and organization in the country through either running or attending an event. A list of registered events can be found on the Money Week website. Mark your diaries now for Sunday 1 September to Saturday 7th September.

Related Articles

Liz Koh

Budget Winners and Losers

The latest Government budget had something for everyone but while most households will be a few dollars a week better off, there are some clear winners and losers. In the winners’ corner are businesses, those on high incomes, and savers. The biggest losers are property investors who have built large portfolios financed partly by tax rebates.

Read More »

Top Up or Miss Out

The end of June is an important date for KiwiSaver members. The financial year for KiwiSaver runs from 1 July 2009 to 30 June 2010 and if you have contributed at least $1,040 to KiwiSaver during that time, you will be eligible for the full amount of Government tax credit to be paid into your KiwiSaver account in July.

Read More »

Responsible Investing

There is a worldwide trend for investors to want to make a positive contribution to the world by investing in companies that are socially and environmentally responsible. If you are passionate about the effects of climate change, the scarcity of food and water, and social or environmental policies in general, then you will no doubt wish to ensure that the companies in which you invest are going about their business in a manner that is consistent with your views.

Read More »

Helping You Live your retirement To the Max

Keep in touch

Fill in your details and we’ll get back to you in no time.