Penny & Purse

...an educational, non-promotional initiative to spread financial education to all wahine of Aotearoa (women of New Zealand)

We have all sorts of fun things planned for you:

💕 Lunch, drink & nibbles provided

💕 Financial knowledge/tools from professionals

💕 Fun & interactive sessions on Personal Finance 101 topics

💕 Financial inspiration from amazing humans (may be a well-known face or two!)

💕 PERFECT bonding time the with fellow wahine

Why this Workshop?

💕 Kiwi women rank well behind in personal finance knowledge and practice, when compared to their male counterparts.

💕 Many women receive a healthy income, can afford our lifestyles, and manage everyday finances comfortably. But, the alarming fact is, signs of financial illiteracy doesn’t always present itself earlier on our lives.

💕 It’s not until pre-retirement that many of us realise we haven’t done enough. Sometimes it could be the loss of a partner or support person that thrusts the responsibility of assets and money management on our unprepared shoulders.

💕 So what can we do to mitigate these problems? With professional support and a generous attitude to sharing financial knowledge, together we can help New Zealand women win with their finances.

Hence Vive Financial Services brings you ...PENNY AND PURSE!! This workshop will explore:

💲 Introduction and Financial Planning 101 (15 mins)

💲 Budgeting 101 - by Guest Speaker Budgeting Adviser Alyson de Marco (30 mins)

💲 Mortgages 101 - by Guest Speaker Mortgage adviser Riona Rameka (30 mins)

🍔 Lunch (30 mins)

💲 Insurance 101 - by Vive (30 mins)

💲 KiwiSaver 101 - by Vive (20 mins)

🍔 Afternoon Tea (15 mins)

💲 Investing 101 - by Guest Speaker Investment Adviser Forrest Denize (30 mins)

💲 An inspiring story of Financial Resilience by Tracy Hemingway AKA 'Debt Free Dive' (10 mins)

💲 Wrap up + Networking (30 mins)

IF YOU'RE KEEN, PLEASE NOTE

🤍 Tickets now on sale!

🤍 Entry charge/Koha of $5

🤍 Lunch, nibbles and drinks provided

🤍 Goodie backs and information packs will be given to take home

We can't wait to meet you in person. Hope you have an awesome, financially savvy day!

ABOUT VIVE

We are a Financial Advisory business based in Auckland and we help our clients by offering them financial advice in Insurance, KiwiSaver & ACC (for self-employed).

For more, please visit our website.