Money on your mind?
Everyone can use a little extra help when it comes to reaching their money goals. Westpac’s Managing Your Money programme offers engaging, practical and interactive workshops to help you feel more confident when it comes to making decisions about your money.
You are invited to join the Westpac Managing Your Money team who are supporting Sorted – Money Month national public awareness campaign Pause, get Sorted via their webinars in August. The Money Month series will finish off with a special topic: The Housing Market Update with Kelvin Davidson, Chief Property Economist from CoreLogic New Zealand sharing his expertise, insights and views on what’s happening in the current property market.
Feel free to share these webinars with your team as they may find the knowledge sharing valuable.
Managing Your Mortgage
Date: Tuesday 6 August 2024
Time: 11am – 12pm
Fixed? Floating? Revolving? Offset? When it comes to home loan structures there can be a lot to choose from and it’s up to you to know what suits best. Join our free online class where we look at the different home loan structures that may be available, things to consider to pay off your debt faster, and some helpful tools and calculators to access for free.
Saving and Investing
Date: Tuesday 13 August 2024
Time: 11am – 12pm
Feel like you should be putting some money aside for the future but not sure where to start? This workshop gives you practical information on the power of compound interest, savings tips to stick to your goal and an understanding of the basics of investing.
Preparing for the future (Kiwisaver/Retirement)
Date: Tuesday 20 August 2024
Time: 11am – 12pm
Retirement might feel a long way away… Research shows you might need upwards of $400,000 saved or more depending on the research you look at but the theme is the still the same. You’ll need to have saved a fair amount by the time you get there to enjoy the retirement lifestyle you wish to have. Join us as we focus on how and why to save for retirement, including the benefits and features of Kiwisaver.
Are you ready to weather a financial storm?
Date: Tuesday 27 August 2024
Time: 11am – 12pm
Life is full of ups and downs. Join us as we focus on things to consider, and how you might be able to best plan for the unexpected. We look at savings, debt, insurance, and a quick step into Power of Attorneys and wills.
CoreLogic NZ Special Housing Market Update
Date: Thursday 29 August 2024
Time: 11am – 12pm
House prices cooling? Housing correction? Housing speculation? Talk about the housing market is everywhere and lots of information to choose from and it can get a bit too much. Join us as we hear from Kelvin Davidson (Chief Property Economist) at CoreLogic NZ to talk through a market overview with a particular focus on what’s happened in 2024 and expectations for the year ahead. Speculation is rife and some of it conflicting so CoreLogic NZ will provide a data-backed take on the state of the market and more so you can see it for yourself.
Workshop information
Location: Online workshops (through Microsoft Teams)
Cost: FREE
To access Microsoft Teams please review the attached How To’s for desktop and mobile.
The Managing Your Money team offer these classes as general information only and do not talk about Westpac products and services. If you need personalised advice, email [email protected] and they’ll find the right person/team to help.
