Money Savvy
Are your staff equipped with the right financial skills and confidence to succeed at work and beyond?
Give your team the financial skills and confidence to thrive – at work and beyond. Our Money Savvy programme equips staff to set goals, manage budgets, understand debt and saving, and make smarter money choices every day
Best for
Operational workforce
Duration
Weekly/Fortnightly group sessions x 2-hrs (flexible day and time)
$4900 + GST per group
$7500 + GST per group
NZQA qualification
No
Location
On-site
Format
Client cohort
Participants in this programme will grow their get confidence with the financial basics:
Choose from a range of outcomes to build the learning experience
Money Savvy Intro
- Get sorted: Set personal financial goals, track expenses via a spending diary, identify personal needs and wants
- Know the true cost of debt – financial and legal obligations
- Understand the power of compound interest when saving
- Kiwisaver -know the numbers – employee and employer contributions, fees, government top ups, read a Kiwisaver statement with confidence
Optional add on modules
Money Savvy Home Ownership
- Evaluate strategies for home ownership
- Saving strategies for a deposit
- Using Kiwisaver for Home Ownership
- Getting a mortgage
Money Savvy Plan for Retirement
- Set a retirement vision
- Know Kiwisaver and what’s right for you
- Explore investment options
- Explore ideas for generating more income in retirement
Format
Format of deliver is flexible depending on your organisation’s needs. Training delivery is on site at your workplace and we can deliver this programme nationwide.
Talk to us for more details
Contact Holly Patterson at Upskills on 021 156 3242 to find out more about how this course can help your people become money-savvy.
