Complimentary Financial Wellbeing Workshop for your Organisation

Help Your Members Build Financial Confidence

Your members work hard to build successful businesses and secure futures for themselves and their families. We help them strengthen their financial wellbeing through practical, educational workshops designed specifically for New Zealand professionals, tradespeople, business owners and employees.

A Valuable Member Benefit, At No Cost

Apex Advice offers a complimentary 45-minute Financial Wellbeing Workshop designed to help members improve their financial confidence and make informed decisions about their future.

We can deliver the workshop in a format that best suits your organisation and members, including: In person, Online, As part of an existing member event, As a lunch-and-learn session, At conferences, networking events or professional development programmes, …

Our team will work with you to tailor both the format and content to meet the needs of your audience.

There is no cost to your organisation or your members. The workshop is purely educational and aims to provide practical, relevant information that attendees can apply to their personal and business financial well-being.

Whether you’re looking to add value to your membership offering, support employee wellbeing, or provide professional development opportunities, we’d be delighted to discuss how we can help.

Workshop Topics

Our workshops are tailored to the needs of your members and may cover:
• Financial Protection & Risk Management: Learn how to protect income, assets and loved ones from unexpected events.
• Personal & Business Insurance: Understand common insurance gaps and how to ensure appropriate protection is in place.
• KiwiSaver & Investing: Discover strategies to make the most of KiwiSaver and build long-term wealth.
• Financial Planning for Business Owners: Practical guidance for self-employed professionals, contractors and business owners.
• Building Long-Term Financial Security: Simple steps to create a stronger financial future for yourself and your family.