Hōtaka Sorted i te Mahi Sorted at Work Programme

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New series: Learn how to invest

An introductory series designed to ensure participants walk away feeling confident about the basics of investing. They'll find out what kind of investor they are and design an investing action plan that suits their goals, appetite for risk, time frame and personal circumstances.

Sorted at Work courses

Sorted at Work courses are designed to support the financial capability of your employees. Whether they need to start with the basics or are ready to take their financial choices further, the courses are designed to cover this diversity. The courses are delivered by our Te Ara Ahunga Ora affiliated facilitators over several days or a number of weeks. Take your employees on the entire journey, or choose from any of the options below to support your workplace requirements:

  • 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

Sorted at Work seminars are short, interactive sessions that focus on specific topics and are delivered by our Te Ara Ahunga Ora affiliated facilitators. The seminars provide an introduction to the Sorted at Work courses or can be offered as stand-alone options:

  • Pathways to your first home – 2 hours

    This seminar covers how to grow a house deposit and can help employees with: buying their first home, finding the right mortgage, navigating the sales and purchase process, and understanding 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, and the true cost of credit and insurances.

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

    Each session covers one of the following topics:

    • Money Mind
    • Spending
    • Debt
    • Protection
    • Retirement and KiwiSaver
    • Saving and investing
    • Frauds and scams.

  • Sorted Women – 2 hours

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

    Research shows that 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, Sorted Women 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.