Sorted i ngā Hapori Sorted in Communities

Why does financial capability matter in the community?

Financial education and information initiatives are delivered in a variety of ways, with the goal of driving sustainable and enduring behaviour change, helping everyone (but with a focus on the financially vulnerable) becoming financially capable. Te Ara Ahunga Ora Retirement Commission has tailored resources and programmes that are delivered through pilots to connect to the government eco-system and at a grassroots level.

Having financial choices gives your family the ability to contribute to whānau obligations without jeopardising daily household costs, and have a savings account for a rainy day. It also means that you’re not dependent on anyone else.

You don’t have to be rich to make choices, but having a plan helps with that flexibility and ensures you are in a position of financial security. Many of our whānau strive to ensure their money ‘stretches’ to make ends meet. The main goal is a comfortable life in Aotearoa - the ‘land of milk and honey’.

Our qualified and experienced affiliated facilitators have the tools and resources to support you in a way that is unbiased, secure and culturally appropriate, walking with you on your journey to financial capability.

‘Wealth is not about having a lot of money, it's about having a lot of options.' [Chris Rock]

Kick-start your financial capability

Managing personal finances is at times stressful and can be isolating for friends, whānau and people in your community. People who are coping financially tend to enjoy better overall wellbeing which has knock-on effects at home and work.

Increase the financial capability of your community with our Sorted community programmes. These are 6-10 week courses where our facilitators cover a number of topics each week.

Our off-the-shelf programme is designed to get your community up to speed with personal finance and money management. We can also tailor the programmes to your unique needs.

What’s covered

  • Spending & Planning
  • Borrowing Money & Knowing Your Rights
  • Goals, Savings and Money Systems
  • KiwiSaver & Buying a house
  • Insurances, Wills and Power of Attorney
  • Looking Ahead.

Who our community programmes are for

  • Local community organisations/NGO’s
  • Schools wishing to help their students' parents
  • Councils for their communities
  • Churches 
  • Iwi 
  • Charities
  • Sports clubs
  • Public libraries 

For further information on costs of Community workshops please contact:

Relationship Specialist - Community
Ana Tu'inukuafe
M/ +64 21 908 958 

One-off Sorted seminars

Another option is to download the Sorted seminars that are available free, for you to use and deliver in your community.

Each seminar includes a comprehensive facilitator’s guide and presentation.

They take about an hour, although we recommend allowing longer for discussion.

Or you may prefer to access our nationwide network of experienced facilitators who can deliver these seminars for you (for a small fee).  

Contact: or on 021 908 958 if you require a facilitator to support you.