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

light-blue-arrow-down
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

light-blue-arrow-down
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

light-blue-arrow-down
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

    light-blue-arrow-down
    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

    light-blue-arrow-down
    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

    light-blue-arrow-down
    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

    light-blue-arrow-down
    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.

    blue-dotted-yellow-arrow

    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!”
    enable.me client
    “Lisa was open and honest with us. She builds rapport quickly and effectively”
    Lisa Butler's client, Wellington
    “Lisa is non-judgemental, very kind and has a real passion for helping people be the best they can be.”
    Lisa Butler's client, Wellington
    “Laura-Lee is personable and really willing to make this work for us. I’m excited about this programme”
    Laura-Lee Whyte's client, Canterbury
    “Loved her honesty. She has a great financial background and understood the direction I wanted to go with my financial plan”
    Laura-Lee Whyte's client, Canterbury
    “Love that she didn’t show any judgement. She provided flexibility and understanding so we could get the best outcome for our future goals”
    Laura-Lee Whyte's client, Canterbury
    “Professional, expert, non-judgemental, friendly, understanding – the whole package!”
    Katie Wesney's client, Auckland North Shore
    “Katie is fantastic, focused on what we can achieve & has really made us understand how our money can work for us”
    Katie Wesney's client, Auckland North Shore
    “Katie is brilliant to work with because she goes on the journey alongside you – she understands you & what will work best for your family”
    Katie Wesney's client, Auckland North Shore
    “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 Nadan's client, Auckland Central
    “Julie knew exactly where we were and our major blockers, there was no need to feel awkward – it was truly like meeting your coach”
    Julie Nadan's client, Auckland Central
    “I can’t believe you got away with saying that to my partner!”
    Hannah McQueen's client, Auckland Central
    “I was energised by the potential that Hannah was able to unlock”
    Hannah McQueen's client, Auckland Central
    “I thought I was pretty good, but there is no way we could have achieved what we have done with you”.
    Hannah McQueen's client, Auckland Central
    “You empowered me to achieve something I never thought possible”
    Hannah McQueen's client, Auckland Central
    “When Covid hit, I knew we’d be OK because Liz has got us!”
    Elizabeth Blake's client, Auckland Central
    “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”
    Elizabeth Blake's client, Auckland Central
    “You gave me peace”
    Elizabeth Blake's client, Auckland Central
    “Elizabeth is so fantastic; we feel really lucky to have her on our side”
    Elizabeth Blake's client, Auckland Central
    “Ray was professional, but also laid back – which really helped our nerves!”
    Ray McKeown's client, Auckland Central
    “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”
    Ray McKeown's client, Auckland Central
    “Nicki was very good to deal with and made sure I understood everything she said”
    Nicki Morsink's client, Southland
    “Nicki was excellent. She had a difficult couple to manage but got my husband on board - amazing!”
    Nicki Morsink's client, Southland
    “Love Nicki’s energy, positive reinforcement, and suggestions to change things around to work better for us”
    Nicki Morsink's client, Southland
    “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”
    Ngaire Peek's client, Southland
    “I really enjoyed the process of learning with Ngaire and I’m very excited to see how I go within the next 12 months”
    Ngaire Peek's client, Southland
    “Liz is so good at what she does! She helps me feel like it’s a work in progress and provides practical next steps”
    Liz Brown Douglas's client, Auckland South & East