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Financial Wellness Seminars

Do you want to empower your team to make confident financial decisions? 

Hosting a Financial Wellness Seminar is a great place to start.

We are passionate about financial literacy and believe financial education can make a positive difference in people’s lives. That’s why we are dedicated to helping people reach their financial and lifestyle goals through our Financial Wellness Seminars in the workplace.

“It was very informative and definitely gave me ideas on how to secure my finances for the future” 

Our Financial Wellness Seminars cover the key components of financial planning. Education in this area empowers people to make confident decisions. Check out our video for a full breakdown of what we cover.

What companies say:

“I have found Wealth Works great to deal with from the first meeting. I felt Wealth Works listened to our company's requirements and were flexible in setting a time for the Financial Wellness Seminar that suited our busy production schedule. 

The seminar itself was extremely useful and I had a lot of positive feedback from the staff. The seminar was easy to understand as it was delivered clearly with good resources. It was thought provoking and relevant to today's current financial issues. 

The offer of meeting with a financial adviser was an unexpected bonus which I have personally opted in for and have been in to the first meeting already which I thought ran very well. 

All Wealth Works staff that I have dealt with have been professional, friendly and non judgmental which is so important when we are discussing something as personal as finance. 

Overall I have had an exceptionally good experience in my dealings with Wealth Works and I would be happy to recommend this for other businesses" 

Maria Ooms, Human Resources and Purchasing Officer
BSN Medical

“Both myself and the team were impressed with Wealth Works and the Workplace Seminar. Amy’s presentation was concise and informative. It spurred many of us into action to review our current providers and our investment funds. Well worth the time!”

Sarah Ellis, Company Accountant
Times Newspaper Ltd

"The Wealth Works Financial Wellness Seminar was extremely informative. I was impressed with the amount of content Amy was able to cover inside an hour. I also found Amy’s level of interaction with the group and her ability to confidently answer questions to be high value. It really got me thinking about my future and what areas I need to consider to take control of my life."

Scott Tatom, Talent Development Consultant
Aurecon Group 

"Wealth Works delivered two informative one hour seminars for our employees. The presenter tailored the presentation to meet a wide range of audience needs.

The content and delivery received excellent feedback such as “excellent, interesting & motivating – thank you!” Two employees joined KiwiSaver as a direct result.

Comments I received  were it raised their awareness of all aspects of financial planning but specifically the need to save for retirement and think carefully about investing". 

Sue BeckettHuman Resources Manager

Financial Wellness initiatives can have a positive and powerful impact for your team. Help your team make positive financial choices and register your interest today 09 306 5820 | 021 424 704

What employees say:

  • Very clear, concise and informative presenting, thanks Amy! 
  • Definitely got me thinking about my financial investments
  • Just that it made you think about what you are doing with your money
  • Explained very clearly, easy to understand and follow
  • Good insight and variety of options
  • Insightful – covered things I hadn’t thought of
  • Good overview without going too far in
  • Informative and thought provoking
  • Very clear. A reminder to regularly re-asses the types of KiwiSaver, investment strategies etc.
  • Great! Easy and simple examples
  • Excellent, thank you SO much
  • Great that you covered the basics – gives me lots to think about!

Companies we've worked with:

 We've worked with lots of great companies from large corporate groups through to smaller teams and schools like:

  • Fairfax Media
  • NZME
  • Aurecon
  • Air New Zealand
  • Vector 
  • Coffey
  • Vend
  • Health Alliance 
  • First Digital
  • Unitec

The Fono Group, Wavecom, Swagelok, BSN Medical, Glendowie School, ProVision, Eden Physiotherapy, Success Group, Boyle Matheison, Davenport West, Victoria Avenue School, Nautech, Cornwall School, Gascoigne, The Times, Galloway, Tamaki Primary, Intercity, Alliot Accountants, Vanuard, Aimes, Visy, St Dominic School, Pt Chev School, International College of Camille

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