Talking tours
FindOutFirst is about financial literacy for everyday New Zealanders. As part of this, we conduct ‘talking tours’ around the country to organizations that might want a speaker on financial issues relevant to the interests of their members.
These are 30 minute talks designed to provide useful information and stimulate discussion - so we make them interesting. No charges are involved. This website outlines specific situations, however, depending on audience interests, the talks may cover some of the topics set out below.
The first two or three decades
• Budgeting & saving – pay yourself before paying your bills.
• House purchase – or not? Look at the big picture.
• Protecting your income and your family with insurance.
• Children from earlier relationships – splitting your assets.
• Why doesn’t everyone have Wills, Guardians and Trusts?
Older audiences
• Living off capital – have you enough?
• Learning the investment lessons of the past.
• Helping your children financially without giving them cash.
• Medical insurance.
• The use of family trusts.
Farming & business groups
• Succession & how to be fair to your other children.
• Protecting your daughter-in-law and grandchildren with insurance.
• Partnerships need careful planning – especially with family.
• When to sell up and have you enough capital to live on?
• Learning the investment lessons of the past.
Professional & business groups
• Retire & die – or phase down & live.
• Die broke deliberately – use your money in your lifetime.
• Start planning your 60's when you’re in your 40's.
• From 15% returns in business to 7% in retirement?
• Learning the investment lessons of the past.
