NEW - FREE Mastering Your Money Programme (Level 3)
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
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