Financially Fit & Healthy Seminar

A financial awareness seminar for individuals in the first half of their careers

Seminar objective

Will assist you/your staff to:

Why do we offer this seminar?

There is a general lack of education of financial matters in our society. Most people learn by observation of others and through the “school of hard knocks”. Unfortunately, neither of these is conducive to providing a basic frame work that is right for each individual and their circumstances.

Overseas studies show that an individual’s focus and productivity, and thus their careers, can be impacted by concerns about their personal financial circumstances. Employers have begun to see the benefits, for both the organization and the individual, in offering financial education programmes for their staff.

“The traditional approach (to employee financial education) is to put together presentations focused exclusively on company benefits and how to enrol in them. This approach does nothing to provide a framework for decision making for very different employee situations. Another traditional alternative is to suggest employees find a financial advisor and wash your hands of any obligation and fiduciary liability. Neither approach provides a background for employees to feel more comfortable in their own ability to making increasingly sophisticated decisions regarding their financial future. We feel that people that are economically secure in their own lives are more productive employees.”
— A UPS Corporate Compensation Manager

Financially Fit and Healthy content

This seminar will demystify the subject and provide a structured approach for developing good money habits and addressing personal finances. It covers:

The reference/workbook

Our comprehensive reference/workbook contains exercises and worksheets that are designed to encourage the participants to think about their present attitudes to money and financial position, and how they can increase their financial security over time. There are also guides to preparing a financial plan, how to make savings and investment decisions and handling the impact of “life’s events”. These guides, together with the Rules of Thumb and the Glossary of Terms will ensure that long after the seminar is over, the workbook will continue to be a valuable resource. We encourage participants to share the workbook with their significant other (where they have a partner). It is important, where there is a partner, that the partner feels involved.

Our Approach: The way we work with clients & participants

As a boutique consultancy, our focus and commitment is on the individual client and solutions that work for them, rather than a ‘template solution’. We have a strong sense of ethics about making sure the work we do has value for our customer.

Our Presenter

Craig Wylie is an experienced and independent Authorised Financial Adviser. He has had in excess of 26 years’ experience providing personal financial advice to clients and holds the internationally recognised pinnacle qualification for financial planners, CFPCM. Craig is a Fellow of the Institute of Financial Advisers. He was Principal of Financial Fitness Limited until he sold his interests in the Company in 2011.

Date and Time: 28 March 2017, 9.00am – 11.30am

Venue: Antrim House, 63 Boulcott Street, Wellington

Price: $150 including GST (includes workbook)

For further information, please phone 04 282 0809 or email clientservices@c2consulting.co.nz.

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