Facilitator Directory

What are some of the positive outcomes you’ve seen for people who’ve attended your Sorted at Work sessions? So many people have never looked at where their money goes, but by creating a spending plan, one participant was able to find himself $15,000 per year that was ‘leaking’ out of his account by way of unused subscriptions. Participants often note the effect increasing their loan repayments by as little as $20 per week has on the amount of interest they’re repaying long-term, and in terms of KiwiSaver, I've seen people change their risk profile to get out of a conservative fund or increase their contributions, improving the long-term results of their investment.  

Can people ever be too young or leave it too late to take control of their financial future? People can never leave it too late, but the sooner, the better! As the saying goes: the best time to plant a tree was 20 years ago, but the second-best time is now. 

With International Women’s Day on the horizon, what are your thoughts on the beauty of Sorted Women? The Sorted Women course and seminar are designed specifically to give women the knowledge and confidence to take control of their financial futures. Women often don’t feel as confident discussing finances in mixed-gender settings as men do, which is why it's so valuable. The transformation I’ve seen is incredible – women walk in thinking they don’t earn much, but by creating a spending plan and sticking to it, they start saving money within just three months. They leave with a renewed sense of control, realising they can improve not only their own lives but also that of their family. 

It’s vital for women to upskill financially because we tend to live longer than men, earn less over our lifetimes and take more time away from paid employment, all of which impact long-term financial security. The good news? Women can naturally be better long-term decision-makers, smarter investors and more strategic with money. 

Seeing women build confidence, start saving and make better financial choices is inspiring. Financial knowledge isn’t just power – it’s freedom. 

What would you say to anyone who’s considering booking a Sorted at Work session? Definitely go ahead – they’re so empowering. I’ve been in banking and investing for more than 30 years, yet I still learn something new every time I run a session. 

If not Sorted Women, what’s an easy way to decide which sessions to go for? A good place to start can be the one-hour Money Bites sessions, which provide a very good overview of a range of topics that we can run further, more in-depth sessions on if there’s an interest in doing so. The Sorted at Work facilitators and team are always happy to talk to people directly to give you a better idea of what each session targets and find the perfect match for your staff’s financial understanding.