Penny & Romance

...an educational, non-promotional initiative to spread financial education to couples of Aotearoa.

We have all sorts of fun things planned for you:

• 😎 Lunch, drink & nibbles provided
• 😎 Financial knowledge/tools from qualified 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 like-minded people

Why this Workshop?

“You know, our relationship is great except for one area, money. Whenever we talk about money we get into a fight, so we just don’t talk about it.” - this is more common than you think! But the worrying part is, how under-talked, this area of a relationship is. Yet finances are amongst top reasons why couples separate.

Understanding money is a 21st century survival skill. Having a good relationship with money is necessary for a successful "coupleship".

Join us for a workshop that will explore many different aspects of Couple Personal Finances. The Love, Money, and Relationship workshop will help participants connect with the deeper issues that drive their financial decisions., as well as the technical knowledge and tools needed to lead a financially healthy relationship & life.

Hence Vive Financial Services brings you ...PENNY AND FIN-MANCE!!

This workshop will explore:

• 10:00AM Introduction to Financial Planning 101 (15 mins)
• 10:15AM Psychology behind money (40 mins)
• 10:45AM Budgeting 101 - by Guest Speaker Budgeting Mentor (30 mins)
• 11:15AM Mortgages 101 - by Guest Speaker Mortgage Adviser (30 mins)
• 11:45AM Lunch (30 mins)
• 12:15PM Insurance 101 - by Vive (30 mins)
• 12:45PM Investing 101 - by Guest Speaker Investment Adviser (30 mins)
• 01:15PM Estate Planning 101 - by Vive (30 mins)
• 01:45PM KiwiSaver 101
• 02:00PM Brief Q & A towards all speakers
• 02:15PM Wrap up

IF YOU'RE KEEN, PLEASE NOTE

• Tickets are now on sale
• Lunch, nibbles and drinks provided

We look forward to meeting you and your partner, in person. Hope you have an awesome, financially savvy day!

ABOUT VIVE

We are a Financial Advisory business here in Aotearoa, and we help our clients by offering them financial advice in Insurance, KiwiSaver & ACC (for Business owners and sole traders).

For more, please visit our website.