Hōtaka Sorted i te Mahi Sorted at Work Programme

New series: Learn how to invest

An introductory series designed to ensure participants walk away confident with investing basics. Find out what kind of investor you are and design an investing action plan that suits your goals, your appetite for risk, your time frame and your personal circumstance.

Sorted at Work courses

  • Get ahead - 3 days or 8 weeks

    Take control of your financial future 

    Sort out your money, tackle that debt and start to see your future – gain confidence and control over your finances

  • Get sorted - 2 days or 6 weeks

    Own your financial future

    You’re on your way to having a financially sorted life – here’s how to get further ahead and have your money work for you.

  • Planning for retirement - 1 day

    Make retirement work for you - develop an action plan and financial road map to support your life, money and wellbeing in retirement.

  • Get invested - 2 days or 6 weeks

    Fund your financial future

    Soar to greater heights with savvy investing – how to build wealth and spread your risk.

  • Sorted Women - 2 days

    Own your financial future

    Improve your wellbeing and increase confidence in growing your money – see your finances in focus.

Sorted at Work seminars

  • Pathways to your first home - 2 hours

    This seminar covers how to grow a house deposit and who can help you; buy your first home, the right mortgage for you, the sales and purchase process and the fundamentals of financing a home.

  • Get started - 2.5 hours

    This seminar covers key tips and tricks to build financial skills, including money attitudes, needs and wants, spending diaries, budgeting, money systems, goals, emergency funds, compounding interest, true cost of credit and insurances.

  • The Money Bites series - 7 sessions, 1 hour each

    Each session covers one of the following seven topics:

    • Money Mind
    • Spending
    • Debt
    • Protect
    • Retirement and KiwiSaver
    • Save and invest
    • Frauds and scams
  • Sorted Women - 2 hours

    Empower women in your workplace with the newest Sorted at Work offering

    Research shows when it comes to money, gender differences in attitudes, beliefs and behaviours have far-reaching implications on women's financial outcomes. That's why our new Sorted Women course helps address women's diverse needs and experiences when dealing with money. 

    Participants will learn: 

    • Ways to improve their financial wellbeing and get ahead financially  
    • The unique situations women face and strategies to overcome them 
    • Ways to comfortably talk about money 
    • Investing basics. 

    Designed and delivered by women for women, it provides a safe and non-judgemental space for women to learn money skills that will help close the financial knowledge gap that many face. 

    These workshops are a simple, yet impactful way to show your workplace your commitment to championing change and challenging financial inequality to empower women.