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Financial Seminars by Mary Holm
Mary is available to present lively and informative seminars on financial topics for the general public, conference participants, employees, or the clients or potential clients of financial or professional firms. Audiences appreciate her independence - she is not selling any products, services or government messages!
Popular seminar topics include:
Contact Mary to discuss or arrange a seminar now.
Feedback on seminars: (Scroll down for survey results)
The feedback from people has been fantastic. We look forward to working with you again next year. Ruth Smillie, Learning and Development Manager, Skycity, on four employee seminars for MoneyWeek
Your seminar was so successful we were wondering if you could do one more? Everyone is raving about it. Mark Edwards, Human Resources, Contact Energy, which ended up running nine KiwiSaver employee seminars
Many, many thanks for coming so far yesterday and presenting your valuable information to our girls. Today, I asked the girls to write down what they could remember and I have been pleasantly surprised. They seemed to have hooked into the idea that money doesn't necessarily bring happiness, so that was an important message not lost on them. Vivienne Hicks, Lead Teacher, Taonga Teen Parent Unit, Manurewa, on a discussion on financial basics
I wanted to again say how much we appreciated your seminars at Air NZ. You were so relaxed/easy to work alongside and I learnt some key points. You can see by yesterday's evaluations so did the audience. (See survey results below) Judith Young, Wellbeing Manager, Air New Zealand, on employee seminars on Upside Downside
Mary gave us some great guidance to better consider how to plan financially for our retirement.
Please know that we are delighted with the feedback that we have received from those present at your workshop - and even from those who were not able to attend, who thought it great that we had asked you to assist us with our KiwiSaver message. Your personal brand is very strong! Peter Merry, Executive General Manager Human Resources, Fletcher Building, on an employee seminar on KiwiSaver
Thank you very much for entertaining and educating our members. The feedback has all been very positive. Phillip Bunn, Welfare Coordinator, NZ Airline Pilots Association, on a series of KiwiSaver seminars for members and their partners
Many thanks for your wonderful seminar. You certainly proved to be a very popular speaker. We are receiving great feedback on the session. I know at least two women in our department went home that night and checked out their KiwiSaver options. Dr Candice Harris, Faculty of Business and Law, AUT University, on a seminar for women faculty and administrative employees
A BIG thank you for your presentation to our membership. The feedback has been excellent! Mary, we not only appreciated the content of your address, but also your professionalism and the note of humour and warmth that you injected into it. We will recommend you to others. Dee Dent, Executive Officer, Office Products Suppliers Association, commenting on KiwiSaver seminar
We have had really good feedback from your presentation today, so many thanks again. Sheena Thomas, Z Energy, on a seminar on shares and shareholding
"I attended your seminar at the NZ Institute of Chartered Accountants yesterday evening. I thoroughly enjoyed it :-). Thank you for a well thought out, refreshing presentation." Ric Smith, Finsoft Management
The seminar was informative and accessible - I have joined KiwiSaver as a result. And it was so good that Scion let us bring our partners. It made decision making so much easier.
I would like to say how much I enjoyed and appreciated your presentation at my workplace, AgResearch Wallaceville, last year. I found it very informative and lots of fun. It was a privilege. I joined up with KiwiSaver shortly after, in November.
I saw you at the TUANZ conference at Sky City last month and thought you gave a very articulate and informative talk which reinforced what I thought and cleared up some mistruths around KiwiSaver. I know some of my colleagues were also impressed and you helped them to "come off the fence".
I have to say how much I enjoyed the seminar at the NZ Institute of Chartered Accountants. As you said to us at one point, we should all pick up something irrespective of our prior KiwiSaver knowledge. I certainly did and, as I'm in the financial planning industry, I thought I already knew enough to help clients. How wrong I was! Financial planner of many years
Best presenter and seminar I have ever been to (and I've been to a lot!) Lawyer who attended a "Get Rich Slow" seminar
Survey of participants at two seminars for Air New Zealand employees on the Upside Downside of Money
Below Average: 0 Average: 3 Above Average: 12 Excellent:46
Survey of participants at a seminar on KiwiSaver run by the NZ Institute of Chartered Accountants (mostly accountants):
Survey of participants at a seminar for clients and potential clients of a financial advisory firm:
Of little interest: 0 Interesting: 8 Very interesting: 20
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