Prepared and presented by Kristen Malan CFP®, the Money Wit workshops will teach you what you need to know about how to manage your personal finances effectively. 

 

The workshops are based on real-life experiences rather than ideologies. They are about showing you that we are all capable of becoming masters of our money and unlocking the potential and capability that we all have. A key to this is also understanding your relationship with money – once you understand that, you get a better understanding of what drives your decisions and ambitions.

 

These workshops are focused on building a strong foundation and understanding your money roadmap from what you earn to where it goes. Our workshops are designed to meet each client's specific needs and are set up to be accessible and enjoyable by the audience. It is an interactive session; a conversation rather than a lecture.

 

We cover the following topics:

 

• The Psychology of Money 

• Budgeting

• Savings & Investments

• Credit & Debt

• Personal Income Tax

 

 

Topics are not generalised – they are tailored to ensure that the audience receives information that is relevant to them now and in the future. We make use of an interactional presentation and can provide take-home exercises to assist with understanding and to ensure continued learning after the workshops.

 

Workshops are typically 3 to 4 hours long, however, this structure can be adjusted to suit the needs of the client.