NEW - FREE Mastering Your Money Programme (Level 3)

$0.00

Embark on your journey to learn Financial Skills: Mastering Your Money Programme with Parnell Community Centre

The 6 weeks programme is designed at those who know how to manage their money day to day but are looking at taking next steps to grow their financial future.

  • Wednesdays, 6.30-7.30pm

  • Start date: 15 May

  • Course length: 6-weeks

Click here to book for Mastering Your Money, Term 2

Quantity:
Add To Cart

Course Outline: 

Workshop 1 - Savings goals

  • Whanaungatanga

  • What's your money system

  • Saving for short, mid and long term

  • Emergency savings 

Workshop 2 - KiwiSaver and retirement

  • KiwiSaver for a house deposit

  • KiwiSaver for retirement

  • What's your risk personality

  • KiwiSaver smarts

  • Post-retirement strategies 

Workshop 3 - Homeownership and mortgage smarts

  • Demystifying the mortgage approval process

  • Clearing consumer debt and improving your credit score

  • Advantages of splitting your mortgage

  • Paying off your mortgage faster

  • Revolving credit versus fixed versus floating 

Workshop 4 - Insurance and information sources

  • Look into General - home, contents, vehicle, pet and travel insurance

  • Look at life - income protection, trauma, and health insurance

  • Other sources of information - brokers and independent sources 

Workshop 5 - Other types of investments

  • Professional financial services

  • Shares and managed funds

  • Property

  • Commodities

  • Other investment types 

Workshop 6 - Legal matters

  • Wills

  • Trusts

  • Power of Attorney