Money & You

Money & You

Empower Your Financial Future: Your Blueprint for 2024

From budgeting to understanding investment options, this extended workshop equips you with the tools, knowledge, and mindset to make the most of your finances as we approach the end of the year.

In this workshop, you’ll explore:

  • How to Give Your Finances Momentum: Reflect on your past year’s financial journey and learn how to leverage it for a powerful start to 2024.
  • Budgeting and Goal Setting: Craft a budget that aligns with your financial goals for the new year, whether you’re saving for a dream vacation, tackling debt, or investing for the future.
  • Practical Tools for Success: Discover a range of financial tools and resources to help you make informed decisions and stay on track throughout the year.

Our featured hosts include:

– Financial Advisor Joyce Yu: With a passion for empowering everyday people to take actionable steps and grow their wealth, Joyce is your guide to financial success.

– Financial Advisor Ilma Mani, KiwiSaver Expert: Ilma has helped countless individuals get on the right track for homeownership and comfortable retirements. She’s here to share her insights with you.

Bring your questions, pen, and paper, and get ready to embark on a transformative journey toward financial prosperity.

Ready to lay the foundation for a strong start in 2024? Reserve your spot now and chart a course to financial success.

Dates Saturday 27 July 2024
Time 10am-12pm
Location 4 Warnock Street, Grey Lynn
Cost $10 – $30 sliding scale
Enrol now

Joyce Yu

Holding an undergraduate degree in Economics and a Masters degree in Finance, Joyce has worked in the financial service industry for over 14 years. Her professional background encompasses foreign exchange, business banking and wealth management. Joyce’s wide-ranging experience gives her the ability to work with all walks of life. She has a knack for demystifying complex financial concepts and making them relatable to people. Passionate about being a financial adviser, Joyce finds tremendous satisfaction talking to her clients day in and day out, whether they are retirees, people nearing retirement or young working professionals striving for financial freedom. “It feels really purposeful to help people navigate an increasingly difficult world and make the right financial decisions to make their lives richer and more enjoyable”.

Ilma Mani

After working for 10 years in the hospitality industry, I decided to go back to studying. I graduated from AUT with a Bachelor of Business, majoring in Finance. I went back to study because I saw that as my journey to financial independence and being able to aid my parents achieve a comfortable retirement. Now, I love being able to expand on that goal by reaching others and helping them, too.
I was fortunate that after coming out of University, I came across National Capital. They have made financial advice, particularly relating to KiwiSaver, accessible to everyone and I find that very valuable. We have helped hundreds of people get on the right track for buying a first home or have a comfortable retirement and look forward to helping many, many more.
In my spare time I still love to cook. I also garden, dance Bachata, Kizomba and train in Japanese Jiu Jitsu.

Enrol now to Money & You