Our Money Courses

At Calc Financial Services, whether you need Budgeting Skills, to Make Money, or Retirement Plan whether you are heading in the right direction with your Money, we've got the right courses for you.  If you need any additional specialised courses or help, then we can offer you a specific money topics and/or personalised tutoring, please call us to discuss the personalised tutoring service.  We can work with you, no matter where you are based, whether in New Zealand or further a field to ensure that our Money Courses meet your needs. So what can we help you with? Take a look at how our main Money course are set up below...

FREE - Budgeting Basics - Try course now!

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 Our Budgeting Basics Course covers:

1)  The Basic Principles of Money

2)  Bank accounts and setting up a Bill Pay System

3)  Budgeting

4)  Credit Cards – their benefits and pitfalls

5)  Lending – Personal Loans and Securities used by the Bank

6)  Deposits – Products and Interest Rates

7)  Financial Goal Setting

8)  Tax Returns

9)  Financial Education

10) Summary – Checklist

11) Resources

Course 2 - Make Money $100

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Our Make Money Course covers:

1) The Basic Principles of Money Reinforced

2) Mortgages – Type of Products and calculating your best options

3) Kids on a Budget

4) Retirement Planning – where to start and how to grow a passive income

5) Investment Choices – building a portfolio

6) Tax Planning – Building a team and understanding what is taxed

7) Insurance and Wills/Estates

8) Virtual Business – where to start

9) Summary and Checklist

10) References and Resources

Course 3 - Retirement Planning $100

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Our Retirement Planning Course Covers:

1) Reminder: The Basic Principles of Money

2) Paying down your Mortgage

3) Children at University – making a plan for when your children head to college

4) Financial or Retirement Plan – Passive Income Review (and/or what is your back-up plan?)

5) Tax Planning and Inflation Protection

6) Knowledge Transfer - Passing your knowledge onto your Children

7) Health Planning – What can go wrong at any age

8) Summary and Checklist

9) References and Resources

Go to our course page to see the other courses offered.

Personalised Tutoring Service

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We can offer you a personalised Money Tutoring service, where any money issue you have, we can help you put a plan or system into place.  We do not offer investment advice but can help you with the tools, resources, examples and the how to go about it.  The services offered are:

- one-off problem solving sessions ($100 per hour)

- select the topics and have a personal tutor teach you (add $50 per hour to the topics selected)

- Have someone help you set up your money system ($100 per hour)

If you are interested in the personalised Money Tutoring Service then please contact us on +64 210 290 7922 or complete the Contact form.

Calc_Financial_Services_-_Logo_Low_Res.jpgHow Can We Help?

If you're interested in any of the courses or the personalised tutoring service, we'd love to hear from you. For an obligation free chat, simply give us a call on +64 210 290 7922 or fill out the Contact form and we'll be in touch fast