Free Work Presentations

Educating you with financial literacy knowledge whilst at work!

How we help you?

We run easy to follow workplace sessions on KiwiSaver and/or personal risk insurance, no jargon, no boring finance lecture vibes.

We break down how KiwiSaver actually works, how to make the most of your contributions, what to think about if you’re buying your first home, and how it all ties into long-term retirement plans.

We can also chat through life, trauma, income protection and health insurance in a way that makes sense. What it is, why it matters, and what could happen if you don’t have it in place.

The aim isn’t to sell from the front of the room. It’s to give your team clarity and confidence so they can make smart decisions about their money and protect what matters most.

Get in Touch

What does it cost my workplace?

$0! Yep that's right, why you might ask? We want to give back. If we can help others learn more about Plan Bs and their KiwiSaver the better. The only thing we ask is that the workplace allows us to advertise in it's newsletter/socials as well as being able to chat to the staff and community.

How long are the sessions?

Sessions can be flexible to fit around your workplace. Whether that be whilst staff are at morning tea, or if you'd like an hour presentation, we can fit around what works for you.

What equipment is needed?

If your workplace has a TV with Apple TV/Chromecast or HDMI input, that would be great! If not we can present with no technology too!

What's the catch?

There is none, seriously. We are wanting others to become more financially literate. If your staff want to work with us with their plan B or KiwiSaver providers we can help with this.