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 making decisions about your money.
You are invited to join the Westpac Managing Your Money team for their upcoming October webinars with topics themed around managing your money where they will have a special topic – Investing 101 with special guests from Sharesies and BT Funds NZ (Westpac NZ) sharing their insights and views on the investment environment.
Feel free to share these webinars with your team as they may find the knowledge sharing valuable.
Goal setting and intro to investments
Date: Tuesday 1 October 2024
Time: 11am – 12pm
What financial goals have you set for yourself? Save for something? Payoff something? Or improve your day to day finances? This workshop focuses on creating a financial goal and sticking to it and takes a quick step into looking at the different types of investments offered.
Investing 101 (Sharesies & BT Funds – Westpac NZ)
Date: Thursday 3 October 2024
Time: 11am – 12pm
Do you have Kiwisaver? Want to know more about it and how it gets invested? Have you seen and heard the buzz around online share platforms? Join a panel of experts with a Team Member from BT Funds Management (Westpac NZ), and from Sharesies the GM of Company Partnerships – Susannah Batley, sharing her insights on investing. This session will outline how Kiwisaver is invested and how online wealth apps like Sharesies are leading the way in this new investing space.
Saving and Investing
Date: Tuesday 15 October 2024
Time: 11am – 12pm
Feel like you should be putting some money aside for the future but not sure where to start? This topic gives you practical information on the power of compound interest, savings tips to stick to your goal and understanding of the basics of investing.
Preparing for the Future (Kiwisaver/Retirement)
Date: Thursday 17 October 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 to look at how and why to save for retirement, including the benefits and features of Kiwisaver.
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.
