Money & You

Money & You

From budgeting to understanding Kiwisaver and exploring investment options, this workshop will give you tools and knowledge to be smart with your money.

In this one and half hour workshop, learn and explore

  •            How to create a simple saving framework
  •           How you can make better financial decisions
  •          Investment options including KiwiSaver, DIY investing and managed funds

With Joyce Yu, Financial Adviser of Saturn Advice, is passionate about empowering everyday people to take implementable actions and grow their wealth faster.

And guest speaker, Ilma Mani, KiwiSaver Adviser of National Capital, has 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.

Bring your questions, pen and paper and get ready to be inspired.

 

Dates Wednesday 18th May
Time 7:00pm-8:30pm
Location Online via Zoom
Cost $10 – $30 sliding scale

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.