Supporting your teams to get financially fit in the workplace
Access resources like the Building Financial Fitness webinar & a discounted consultation with an enable.me financial coach. Complete the form below to get a discounted consultation for just $150 +GST (usually $350 +GST)
Financial Wellness Webinar Sessions for Wilcox
BUILDING YOUR FINANCIAL FITNESS WITH ENABLE.ME
7 SEPTEMBER – 11:00AM
83% of us are stressed about our finances. 83%!
THIS WEBINAR COVERS
- The situation – why ‘she’ll be right’ will no longer see you right
- The pillars of financial success (& why it’s not just about financial literacy)
- Understanding your money personality & financial BMI
- Why accountability works
- Dealing with debt
- Getting mortgage-free faster
- Client success stories
- Q+A
DEALING WITH SHORT-TERM DEBT & BUILDING A CASH SURPLUS
12 OCTOBER – 12:30PM
Tips for getting your short-term debt under control and building a cash surplus.
FROM PAYING INTEREST TO EARNING INTEREST
- How short-term debt can become a longterm problem
- How we’re being tricked into short-term debt
- The best ways to start digging your way out
- The new habits to have to stay on top
- The benefits of building a cash surplus
- Where that cash surplus may be hiding out
- How to make your surplus grow
PAY DOWN YOUR MORTGAGE FASTER
9 NOVEMBER – 11:30AM
The banks want you to take 30 years to pay off your mortgage. Here’s what to do instead.
TIME TO TAKE YOUR HOUSE BACK FROM THE BANK
- What mortgages are like today
- Working with rising interest rates
- Approaches for paying it off faster
- Various mortgage types – explained
- The benefits of shopping around
- How paying it off faster will save you $$
GETTING ON THE PROPERTY LADDER
7 DECEMBER – 11:30AM
Getting together the deposit and qualifying for a mortgage can be huge hurdles on the road to buying a home.
TIPS TO GET ON THE PROPERTY LADDER
- The role of KiwiSaver
- Assistance you may be entitled to
- BoMaD – The Bank of Mum and Dad
- What you need to know about buying with friends or family members
- Debt-to-income rules to live by
- Should you buy a home or an investment property?
RAISING FINANCIALLY INDEPENDENT KIDS
18 JANUARY – 12:00PM
Raising financially healthy kids so they can flourish (not drain your retirement funds!).
TEACHING HEALTHY MONEY HABITS
- When to start?
- Should you pay pocket money?
- Learning to budget
- Ways to get your kids to practice money management
- AfterPay – valuable lesson or dangerous precedent?
- Turning passions into cash
NAVIGATING THE INVESTMENT LANDSCAPE
15 FEBRUARY – 12:00PM
The options can seem overwhelming – what you need to know before you start investing your hard-earned cash.
BUILDING KNOWLEDGE TO INVEST WELL
- Where to start
- Risk vs return
- Your risk profile
- Repay debt or invest first?
- Understanding leveraging
- The role of diversification
- Having the right people in your corner
GETTING RETIREMENT READY
15 MARCH – 12:00PM
Defining what retirement looks like and how to set yourself up with enough money to fund yours.
KEY STEPS TO PREPARE FOR RETIREMENT
- What does retirement cost? The research
- How far does the pension go?
- How to estimate what you’ll need for your retirement
- The role of KiwiSaver
- Calculating your retirement gap
- Options to grow wealth
- Diversification
Book your consultation with an enable.me coach
Working with an enable.me coach, the consultation will offer you the opportunity to better understand your current financial situation, determine the goals that matter most to you, understand your money habits, how these habits might impact your ability to succeed, and to consider how an enable.me plan could help you achieve your goals for managing your finances.
The enable.me programmes
Focus on the goal you want to achieve when you sign up for an enable.me programme. Each programme is built around a particular theme – whether you’re trying to get ahead, pay off the mortgage or begin your investment journey. Here’s a selection of the programmes we offer.
Find your focus
Build the foundation for financial success by getting in control of your finances and achieving your financial goals.
Mortgage killer
Pay off your mortgage faster to save thousands in interest and have money to direct towards growing your wealth.
Get ambitious
We’ll show you how you can become more ambitious and use leverage to meet your wealth growing goals.
Maximise momentum
Build momentum in your wealth journey with investments to secure financial security and freedom of choice.
Future ready
Put a plan in place that gives you the confidence you’ll be on track to retire how you want when you want.
Hear what our clients have to say about their experience with enable.me
“Being mortgage-free is a major milestone for us…There is absolutely no way we would have achieved this without the help of enable.me. They push you (but not too hard!) to be brave. It’s been fantastic to have people in our corner giving expert advice. A seriously life-changing experience!”
“Lisa was open and honest with us. She builds rapport quickly and effectively”
“Lisa is non-judgemental, very kind and has a real passion for helping people be the best they can be.”
“Laura-Lee is personable and really willing to make this work for us. I’m excited about this programme”
“Loved her honesty. She has a great financial background and understood the direction I wanted to go with my financial plan”
“Love that she didn’t show any judgement. She provided flexibility and understanding so we could get the best outcome for our future goals”
“Professional, expert, non-judgemental, friendly, understanding – the whole package!”
“Katie is fantastic, focused on what we can achieve & has really made us understand how our money can work for us”
“Katie is brilliant to work with because she goes on the journey alongside you – she understands you & what will work best for your family”
“I love how supportive Julie is. I always fear I’m going to be told off for not doing well enough, but she always shows me great respect and is so encouraging”
“Julie knew exactly where we were and our major blockers, there was no need to feel awkward – it was truly like meeting your coach”
“I can’t believe you got away with saying that to my partner!”
“I was energised by the potential that Hannah was able to unlock”
“I thought I was pretty good, but there is no way we could have achieved what we have done with you”.
“You empowered me to achieve something I never thought possible”
“When Covid hit, I knew we’d be OK because Liz has got us!”
“Your guidance has given us the confidence that we can make informed choices about things like changing careers, upgrading our home, and how long I can stay at home with our baby”
“You gave me peace”
“Elizabeth is so fantastic; we feel really lucky to have her on our side”
“Ray was professional, but also laid back – which really helped our nerves!”
“Importantly, we did not feel any judgement about our current financial situation. Ray clearly outlined what’s possible for us to achieve, and we’re confident that we will have the support to meet our goals. We should have done this years ago”
“Nicki was very good to deal with and made sure I understood everything she said”
“Nicki was excellent. She had a difficult couple to manage but got my husband on board - amazing!”
“Love Nicki’s energy, positive reinforcement, and suggestions to change things around to work better for us”
“I liked that Ngaire didn’t pass judgement. She made me feel very proud of my achievements and that I’m on the right path to success”
“I really enjoyed the process of learning with Ngaire and I’m very excited to see how I go within the next 12 months”
“Liz is so good at what she does! She helps me feel like it’s a work in progress and provides practical next steps”