Financial confidence at work
Workplace Financial Wellbeing
Helping your people make better financial decisions — today and for the future.
Financial wellbeing is an important part of a healthy, resilient workplace.
Amanda Morrall delivers practical, engaging and independent financial education that helps employees better understand their money, make informed decisions and build greater confidence in their financial future.
Why Financial Wellbeing Matters
Financial stress can affect wellbeing, engagement and productivity.
When employees have a better understanding of their finances, they are better equipped to:
Understand how KiwiSaver works
Make informed investment decisions
Build healthy saving and investing habits
Understand risk and long-term returns
Prepare for retirement
Take practical steps towards financial independence
Financial education gives people knowledge they can use throughout their working lives.
Practical Financial Education Your People Can Actually Use
Amanda's workplace sessions translate complex financial concepts into plain English, using practical New Zealand examples and real-world situations.
KiwiSaver Made Simple
Help employees understand:
- Choosing and reviewing a KiwiSaver fund
- Contribution rates
- Employer contributions
- Government incentives
- Fees and performance
- When and how to review KiwiSaver
Investing with Confidence
Explore:
- Shares, bonds and property
- Index investing
- Diversification
- Compound returns
- Common investing mistakes
Understanding Risk & Return
Employees learn about:
- Why investment risk matters
- Market ups and downs
- Matching investments to their goals
- Long-term thinking versus short-term reactions
Building Financial Independence
Topics include:
- Saving versus investing
- Creating long-term wealth
- Retirement planning
- Financial habits that build freedom
Why Amanda?
Independent. Practical. Engaging.
Amanda Morrall is an independent financial educator, author and former financial journalist with more than 20 years’ experience helping New Zealanders make smarter financial decisions.
She has delivered dozens of workplace financial wellbeing seminars and workshops for organisations including:
Spark | Foodstuffs | Vitality Works | Mercury | UniMed
Amanda is also the author of Money Matters: Get Your Life & $$$ Sorted and is known for making complex financial concepts easy to understand.
Independent Amanda is not aligned with a bank, KiwiSaver provider or investment company. Participants receive balanced financial education without product recommendations or sales.
Practical Complex financial concepts are explained in plain English using real-life New Zealand examples.
Engaging Sessions are interactive, conversational and tailored to the audience.
Empowering The goal isn’t simply to provide information. It’s to give people the confidence to make better financial decisions throughout their lives.
Workplace Formats
Lunch & Learn
60 minutes A practical and engaging introduction to financial wellbeing, KiwiSaver and investing.
Interactive Workshop
Half day Greater depth with case studies, discussion and practical exercises.
Full-Day Programme
A comprehensive financial wellbeing programme tailored to your organisation.
Ongoing Financial Wellbeing
A series of workplace sessions throughout the year covering different aspects of personal finance.
What Employees Take Away
Participants leave with greater confidence to:
- Understand how KiwiSaver works
- Assess whether their current fund suits their goals
- Understand investment risk and long-term returns
- Build healthier saving and investing habits
- Make informed financial decisions
- Take practical steps towards financial independence
Trusted by Organisations
Amanda has delivered workplace financial education for organisations including:
What People Say About Amanda
Give Your People Greater Financial Confidence
Bring practical financial wellbeing education to your workplace.
Whether you're looking for a one-hour Lunch & Learn, an interactive workshop or an ongoing financial wellbeing programme, Amanda can tailor a session to your organisation and your people.