Event description

Ever wondered how to make your pay stretch further, or if you’ll ever afford a house working in hospo? Join us for a hosted lunch, on us, where we dish up practical financial knowledge alongside good food. Partnering with Velocity Financial, Booster and Wellington NZ, we’ll be covering Kiwisaver, investing, saving tips, and how hospo workers can buy a home.

Because Healthy Hospo believes financial wellbeing supports mental wellbeing, we're piloting this new event in Wellington. And we want your feedback!

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We'll cover:

Budgeting & Saving

• Why budgeting is the first step toward building financial freedom
• How good savings habits help you reach short- and long-term goals
• Practical tools for goal tracking and saving

Investments & KiwiSaver

• How investing works
• What you're actually investing in, and how it can grow over time
• How to make the most of KiwiSaver for your first home and future retirement

🏡 Buying Your First Home

• Why getting a mortgage may be easier than you think
• How teaming up with a partner or friend can help you get on the property ladder
• Tips for taking those first steps toward home ownership, in hospo.

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How the day will run:

11.00am: Doors open

11.15am: Financial chats begin.

12.15pm: Networking and Lunch (we're shouting!)

1.00pm: Event close

Spots are limited, so get in quick.

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Our speakers:

James Henderson - Savings Investments advisor, Business Specialist

With an extensive history as a business owner in Wellington's hospitality industry for almost thirty years, I've gained a wealth of experience in how businesses run and what financial support business owners need. My focus is on providing clients with down to earth, practical advice and services they need to thrive financially. The highlight of my work is devising strategies that address the unique financial situations of business owners. Outside the office, I'm a family man with a love for the outdoors, mountain biking, and exploring new local culinary delights.

Manisha Raman - 1st Home Buyer, Mortgage adviser

My inspiration to start a career in financial services came from my personal experience of working with an adviser, Lance, who helped me realize how I could leverage my house to buy a second property. It was an awesome feeling to successfully get onto the property ladder at a young age, and that inspired me to help others do the same. My work as an adviser involves guiding clients towards financial freedom. Seeing them achieve their goals gives me so much satisfaction; it is incredibly rewarding to make a difference in someone’s life in that way. Outside of work, I love the outdoors and enjoy a good hike. My favourite pastime is working in my garden.

Tully Goodisson - KiwiSaver Adviser

With nine years of experience in the financial services industry, my passion for investment and KiwiSaver has grown, particularly influenced by my previous role at Booster Financial Services. My proudest and most cherished accomplishment is being a parent to my daughter Alexis, an incredible young person nearing the age of 12.

Luke Hodgson -  Booster Financial services

I have been working in Financial services since 2019 with a strong prior experience in client centric sales and customer experience. I have worked as a holistic financial adviser and hold qualifications across Investment, Mortgage, personal Insurance strands as well as a bachelor's degree majoring in Management and Marketing.
Now focused on the Investment space, I am passionate about helping people succeed and deliver meaningful advice to clients.

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About your Hosts

‍This event is brought to you by Healthy Hospo NZ.

At Healthy Hospo, we are striving to embed health and well-being into the fabric of hospitality in New Zealand. We know our vibrant, creative, fast-paced, industry faces many challenges with physical and mental health. And we exist to do something about that.

We are here to empower staff and leaders, by running workshops and events to educate and connect through our 6 pillars:

Sleep, Nutrition, Mental Fitness, Exercise, Connection and Leadership.

Healthy  Hospo is a not for profit initiative and has been proudly funded by Lion since 2020.

Join us to create change.

team@healthyhospo.co.nz

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