Call us Today 07 578 0969

We run a number of regular workshops and courses for individuals, couples, and workplaces. And occasionally seminars for the public.

1. Money Mates Course (4 Weeks)

Our trained educators run a 4 week Money Mates courses for our clients.





What you will learn about

‘Get your money Fighting Fit’

Saving and investing

Think, Shrink and Grow

KiwiSaver - basics

Set your goals, make a budget

KiwiSaver - making decisions

Manage debt

Retirement Planning

2. Sorted Courses In Your Workplace

We can run Sorted courses in any combination to suit your requirements.

As well, we can incorporate ‘Give yourself a Payrise’ into any of these and can also address any particular issues and problems staff have from not enough food in the house to how to purchase large items when you don’t have any savings.

Besides our “Give Yourself a Payrise” talk, other often requested talks are “Credit Cards and Loyalty Schemes” and “Your household budget – tricks for cutting costs”.

3. Everybody Wants a Home Course

Housing Assistance Programme

What This Course Is About

We offer you an exciting opportunity to join a free programme to help save for your own home.

Our friendly Financial Mentor will help you:

  • Track your spending
  • Pay off debt
  • Develop a money plan
  • Teach you about KiwiSaver
  • Learn about good credit versus bad credit
  • Get connected with other services such as banks and real estate agents

If  you are a wage earner and want to get into your own home, this programme is for you.

Simply complete the following obligation-free form and someone will be in touch with you to let you know more about the programme. I

f you prefer, you can phone us on 578-0969 and ask to talk with Alison or Diane.

The Everybody Wants A Home course runs for 1.5 hours, once a week, for five weeks. It’s held in room DT502 at the  Bongard Centre, Waiariki BOP Polytechnic on Cameron Road, usually from 7.00pm-8.30pm on a Monday.

Here is an outline of the course contents.  For details of times and dates for the next course, visit our facebook page or phone us on 578 0969.

Course Content

Session One: Introduction/ Menu Planning

  • Benefits of menu planning
  • General grocery shopping tips
  • How to use meal planning worksheets
  • Receive two weeks of sample menu plans

Session Two: The Household Budget/ Give yourself a Payrise

  • How to prepare a spending plan
  • Spreading payments
  • Preparing for Christmas and school holidays
  • Useful ideas for stretching your dollar

Session Three: Buying Stuff

  • Discuss needs versus wants
  • Credit contracts
  • Lay-by and hire purchase
  • The pitfalls with interest free deals, loans and credit cards

Session Four: Housing: Part One with a Bank Representative as Guest Speaker

  • Discuss KiwiSaver
  • Compare costs of renting versus buying property
  • Learn about mortgages: borrowing criteria, valuations and deposits

Session Five: Housing Part Two with a Lawyer as Guest Speaker

  • Learn about real estate contracts and their conditions
  • Legal fees
  • Protecting your property
  • KiwiSaver, and other investments

Register Your Interest

If you are interested in the “Everybody Wants A Home” course, fill in the form below.

Your Name (required)

Your Email (required)

Your Phone Number (required)

What do you hope to achieve with this program?

4. Free Public Seminars

We run a number of FREE seminars / workshops that anyone can attend.  Contact Us to find out more