Financial Awareness Week Events Calendar
| Date | Venue | Event Description | Topic/Time | Contact |
| Sunday 6th September | Auckland Region Libraries |
Financial Awareness Week Static Displays | ||
| Monday 7th September | Christchurch Northlands shopping Centre Stand - Outside Overland shoes and Principals 55 Main North Road |
Free Financial Advice Sessions | 10.00am - 6.00pm | PO Box 5094 Papanui Christchurch Richard McCormick (03) 375 4040 |
| Mosgiel Invermay Ag & Research |
The Value of Financial Advice 12.00noon - 1.00pm |
markj@profinvest.co.nz | ||
| Palmerston North Manawatu Palmerston North Boys High |
Vital Personal Financial Basics for Beginners Time Assembly |
kathyjarrett@tobewealthy.co.nz (06) 358 3999 |
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| Tauranga KingsView Towers 6 Durham Street |
Public Event. There will be a presentation at each session and Advisers available to answer questions | Financial Planning 10.00am - 12.00noon |
tracey@g3freedom.co.nz | |
| Risk Management 12.00noon - 2.00pm |
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| Tuesday 8th September |
Auckland Massey University Albany Campus |
Private Event (Students Only) | Debt Management 4.00pm - 4.30pm |
Jeff Stangl J.Stangl@massey.ac.nz |
| Christchurch Northlands shopping Centre Stand - Outside Overland shoes and Principals 55 Main North Road |
Free Financial Advice Sessions | 10.00am - 6.00pm | PO Box 5094 Papanui Christchurch Richard McCormick (03) 375 4040 |
|
| Dunedin Community House Moray Place |
Financial Awareness Presentation Members of the public are welcome |
Dawnspeakers Toastmasters 7.00am - 8.15am |
Mark Jory (0800) 088 117 |
|
| Dunedin Know Church Crn Pitt Street & Princes Street |
Financial Awareness Presentation Members of the public are welcome |
Speakeasy Toastmasters 5.45pm - 7.00pm |
Mark Jory (0800) 088 117 |
|
| Feilding Manawatu Feilding High School |
Public Event, Advisers available to answer questions | Financial Awakening 7.00pm - 8.30pm |
kathyjarrett@tobewealthy.co.nz (06) 358 3999 |
|
| Foxton Manawatu College |
Vital Personal Financial Basics for Beginners 9.30am |
kathyjarrett@tobewealthy.co.nz (06) 358 3999 |
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| Porirua Ground Floor, Pember House 16 Hagley Street |
This free public seminar will teach you about budgeting, saving and planning your way out of debt and into a lifetime of security. | Porirua Budget Service Free Financial Advice Seminar 12.00noon - 1.00pm |
Porirua Budget Service (04) 237 4267 |
|
| Tauranga KingsView Towers 6 Durham Street, |
Public Event. There will be a presentation at each session and Advisers available to answer questions | Estate Planning 10.00am - 12.00noon |
tracey@g3freedom.co.nz | |
| Retirement Planning 12.00noon - 2.00pm |
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| Retirement Planning 5.20pm |
Selwyn Parker (0800) 263 409 |
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| Estate Planning 6.30pm |
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| Wellington James Cook Hotel |
Financial Awareness Week - Breakfast Launch Guest Speakers
|
"Overhauling the Financial Advice Industry - What is being done to ensure Kiwis get good financial advice?" 7.30am - 9.00am |
(04) 4744540 |
|
| Wednesday 9th September |
Auckland Massey University Albany Campus |
Public Event | The value of financial advice 12.30pm - 1.30pm |
Jeff Stangl J.Stangl@massey.ac.nz |
| Christchurch Northlands shopping Centre Stand - Outside Overland shoes and Principals 55 Main North Road |
Free Financial Advice Sessions | 10.00am - 6.00pm | PO Box 5094 Papanui Christchurch Richard McCormick (03) 375 4040 |
|
| Dunedin Lunchspeak Toastmasters Dunedin City Council Chambers Dunedin Town Hall |
The Value of Financial Advice 12.30pm - 1.30pm |
markj@profinvest.co.nz | ||
| Dunedin Otago Boy's High School Auditorium 2 Arthur Street |
Men's Health and Lifestyle Forum (Dunedin) 7.00pm - 9.30pm |
(03) 471 4042
For more info click here |
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| Palmerston North Manawatu Massey University |
Public EventPublic Event | "How do you know what you don't know" 12.30pm - 1.30pm |
Claire Matthews |
|
| "Financial first steps from student life/debt to career and financial opportunity" 5.00pm - 6.00pm |
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| Palmerston North Manawatu Queen Elizabeth College |
Public Event, Advisers available to answer questions | Financial Awakening 6.30pm - 8.00pm |
kathyjarrett@tobewealthy.co.nz (06) 358 3999 |
|
| Tauranga KingsView Towers 6 Durham Street |
Public Event. There will be a presentation at each session and Advisers available to answer questions | Risk Management 10.00am - 12.00noon |
tracey@g3freedom.co.nz | |
| Debt Management 12.00noon - 2.00pm |
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| Wellington Building 4, LevelB, Room 06 Massey University, Wellington Campus |
Public Event | "The why, what, and how of planning your finances" Presenters Helen Collicoat and Carol Johnston 12.30pm - 1.30pm |
Wendy Hsu W.Hsu@massey.ac.nz |
|
| Thursday 10th September |
Auckland - North Shore Takapuna Boating Club 39 The Strand Takapuna |
Free Mortgage Advice | Presenter Sue Tierney of Mortgages by Design 7.30pm - 9.00pm |
Sue Tierney
(09) 914 7555 |
| Auckland - Central 5th Aviemore Drive Highland Park |
Free Mortgage Advice | Presenter Bruce Patten of Loan Market 7.30pm - 9.00pm |
Bruce Patten
(09) 535 6590 |
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| Christchurch Northlands shopping Centre Stand - Outside Overland shoes and Principals 55 Main North Road |
Free Financial Advice Sessions | 10.00am - 6.00pm | PO Box 5094 Papanui Christchurch Richard McCormick (03) 375 4040 |
|
| Christchurch Mike Pero offices 211 Gloucester Street |
Free Mortgage Advice | Presenter James Heath of Mike Pero Mortgages 7.30pm - 9.00pm |
James Heath
(03) 365 9260 Please call 0800 500 123 to register your attendance |
|
| Dunedin Kiwi Mortgage Market 42 Filluel Street |
Free Mortgage Advice | Presenter Brian Greer of Allied Kiwi Limited 7.30pm - 9.00pm |
Brian Greer
(03) 471 8825 |
|
| Kaikoura Kaikoura Gateway Motor Lodge 16-18 Churchill St State Highway 1 |
Free Mortgage Advice | Presenter Jude Anker 7.30pm - 9.00pm |
Jude Anker
(03) 319 5482 |
|
| Napier Venue: TBA |
Free Mortgage Advice | Presenter TBA 7.30pm - 9.00pm |
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| Palmerston North Manawatu St Peters College |
Vital Personal Financial Basics for Beginners Afternoon Assembly |
kathyjarrett@tobewealthy.co.nz (06) 358 3999 |
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| Palmerston North Manawatu Awatea Park Motel 243 Fitzherbert Avenue |
Free Mortgage Advice | Presenter Craig Seton of Mortgage Link Manawatu 7.30pm - 9.00pm |
Craig Seton
(06) 358 4006 |
|
| Tauranga KingsView Towers 6 Durham Street |
Public Event. There will be a presentation at each session and Advisers available to answer questions | Retirement Planning 10.00am - 12.00noon |
tracey@g3freedom.co.nz | |
| Estate Planning 12.00noon - 2.00pm |
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| Friday 11th September |
Auckland Massey University, Albany Campus |
Private Event (Student Only) | Debt Management 11.00am - 11.30am |
Jeff Stangl J.Stangl@massey.ac.nz |
| Christchurch Northlands shopping Centre Stand - Outside Overland shoes and Principals 55 Main North Road |
Free Financial Advice Sessions | 10.00am - 6.00pm | PO Box 5094 Papanui Christchurch Richard McCormick (03) 375 4040 |
|
| Palmerston North Manawatu Convention Centre |
Event for Advice Providers: Accountants, Bankers, Financial and Risk Advisers, Lawyers, Realtors Share brokers, Tax Agents and all others providing what may be considered financial advice. Guest Speaker |
The Impact of Regulation on all thoses in providing advice "Financial" 1.15pm - 2.45pm |
kathyjarrett@tobewealthy.co.nz (06) 358 3999 |
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| Paraparaumu Stand - Coastlands Mall |
Free Financial Advice | Liz Koh (04) 2972294 |
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| Tauranga KingsView Towers 6 Durham Street |
Public Event. There will be a presentation at each session and Advisers available to answer questions | Debt Management 10.00am - 12.00noon |
tracey@g3freedom.co.nz | |
| Financial Planning 12.00noon - 2.00pm |
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| Saturday 12th September |
Auckland New Zealand Institute of Chartered Accountants 27-33 Ohinerau Street Remuera |
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| Free Public Financial Advice Day | Plan your financial life - Ready, Set, Goal -
Identifying goals, needs analysis, overall planning to achieve aims 10.00am - 11.00am |
Jordi Garcia (09) 309 3680 |
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| Make the most of what you’ve got – Make it, save it, spend it -
Financial management, budgeting, cash flow, lifetime income as the largest asset 11.00am - 12.00noon |
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| Protect what you can’t afford to lose -
Risk insurance, wills, EPAs, estate planning 12.00noon - 1.00pm |
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| Manage your debt – Swim, Don’t Sink! -
Borrowing and debt management 1.00pm - 2.00pm |
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| Grow your money – Make Dreams Real -
Investment and asset management, taxation e.g. PIEs, FIF 2.00pm - 3.00pm |
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| Secure your retirement – Plan to work less -
Saving for retirement, KiwiSaver 3.00pm - 4.00pm |
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| Christchurch Northlands shopping Centre Stand - Outside Overland shoes and Principals 55 Main North Road |
Free Financial Advice Sessions | 10.00am-2.00pm | PO Box 5094 Papanui Christchurch Richard McCormick (03) 375 4040 |
|
| Hamilton Hamilton Boys High School Sargeson Block Peachgrove Rd entrance |
Free Financial Advice Sessions on Savings, Budgeting, Investing, Planning, Trusts & Wills, Insurance, Debt. Advice and seminars are free of charge and obligation. | 11.30am-3.00pm | Helen Skedgwell (021) 825674 helen.skedgwell@asb.co.nz |
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| Palmerston North Manawatu Plaza, Church Street |
Public Event. Advisers available all day to discuss financial matters generally and answer general questions on all areas financial advisers cover cash management, debt, estate planning, insurance, investment, KiwiSaver, lending, retirement and more…. | Financial Awareness and how to access financial information 9.00am - 5.00pm Secondary Schools Competition: Entries accepted throughout the day Radio Network Thunder Driver and local personality Karl Perigo visits and broadcasts during the day |
kathyjarrett@tobewealthy.co.nz (06) 358 3999 |
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| Paraparaumu Stand - Coastlands Mall |
Free Financial Advice | Liz Koh (04) 2972294 |
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| Invercargill Club Southland 115 Leet St |
Public Event:Financial Awareness Advice Clinic | 10.00am-3.00pm | Lyn Asher |
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| Sunday 13th September |
Auckland Region Libraries |
Financial Awareness Week Static Displays | ||
| Christchurch Northlands shopping Centre Stand - Outside Overland shoes and Principals 55 Main North Road |
Free Financial Advice Sessions | 10.00am-2.00pm | PO Box 5094 Papanui Christchurch Richard McCormick (03) 375 4040 |
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| Hamilton Hamilton Boys High School Sargeson Block Peachgrove Rd entrance |
Free Financial Advice Sessions on Savings, Budgeting, Investing, Planning, Trusts & Wills, Insurance, Debt. Advice and seminars are free of charge and obligation. | 11.30am-3.00pm | Helen Skedgwell (021) 825674 helen.skedgwell@asb.co.nz |
