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:

• Making the most of KiwiSaver (can be pitched at different levels)
• Happiness - is money the way to get there?
• 10 rules of investing
• What NZers don't get about investing
• How men and women invest differently

Feedback on seminars:

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

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

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

"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.
  Alyson Howell, Learning and Development Manager, SCION

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.
  Maree Joyce, Microbiology technician

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".
  Mark Williams, workforce co-ordinator

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 a seminar on KiwiSaver run by the NZ Institute of Chartered Accountants (mostly accountants):

Comments included:

• Very knowledgeable, had a nice style, easy to listen to
• Good knowledge, showed government doesn't provide all the answers
• Very clear
• Lively, interesting
• Inspirational and easy to listen to
• Very charismatic
• Great loud voice
• Best ever

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

Comments included:

• Very clear, easy to follow.
• Very worthwhile, and interesting questions.
• Love Mary's Saturday Herald Q&A
• Seen our children lose heaps in shares, reluctant to invest in shares, though interested in Mary's comments. Mary presents well.
• Excellent insights.
• Good to have our beliefs reinforced.
• Great to get regular quality speakers like this!
• Interesting presentation, very accessible information.
• Mary is very "down to earth", concentrates on good, solid, basic advice and is flexible and willing to answer all types of questions.
• Covered lots in a short time - great.
• It was good to hear down-to-earth comments, not peppered with financial jargon, which can be confusing for ordinary people who are overwhelmed by the complexities the terms involved.
• Great speaker. Simple offer. Entertaining.