As an experienced financial specialist with over 30 years of hands-on experience in the financial sector my role is to bring Financial Wellbeing to life within the workplace. I do this by offering a range of educational presentations which can be delivered in person or on MS Teams.
All sessions are FREE and totally aimed at education and increasing financial literacy across New Zealand.
Financial Wellbeing
I think we can all agree that knowledge is power, and you don’t know what you don’t know until someone points you in the right direction. At the end of all my sessions I will offer anyone that is interested a chance for a 1 on 1 chat (this is also free) and during that session we will review your current spending habits, look at existing commitments, visit your goals for the next 12 months and 5 years. I work with a team of independent specialists from Vega who will be able to be product specific if that is where the conversation takes us.
As each company is different and no one size fits all, please fill in your details below and I will be in touch. If you have heard of me from another source and would just like a chat about your financial situation to see where you are at, then please feel free to complete the form and I will give you a call.
Current Topics Of Presentations:
State of the nation. How’s your bank balance looking for 2023 (suitable for everyone).
Property. Should I rent or buy? When is the right time? Guidance with rising interest rates/offsetting.
KiwiSaver and building wealth. Retirement planning. Using your KiwiSaver for your first house purchase. General overview of how KiwiSaver works.
Protection for you and your family. Now is the time to review your insurance and ensure it's fit for purpose. If you have never thought about this before, come along and hear what’s on offer.
What clients say
It has been a pleasure to work with Nicky over several years in a couple of organisations. She was always very professional, trustworthy and flexible with the needs of the business. The ongoing development of the online financial wellbeing programs were very informative and well received by the participants.
Janice Reagan - Healthy Workplace Nurse Specialist
Good to recently run a couple of sessions for staff on Financial Wellbeing – particularly apt in these challenging times. Thanks to Nicky Lukar, and her colleagues, who gave positive news to staff that mortgages were still attainable and could be managed financially, plus how to make the most of our Kiwi saver schemes ensuring you maximise your returns. Feedback was that the sessions were really valuable and will make a difference for those who attended.
Fiona Gavriel - Chief Executive Officer - Prendos
Nicky was instrument in managing and running our financial wellbeing sessions at Mitre 10 through BNZ. She tailored sessions to suit the audience and covered the topics that were both relevant and needed for our organisation. Nicky's financial knowledge is fantastic, and she has a warm and easy going personality which is so valuable when delivering this content.
Nicky Primrose (Mitre 10) - Health Safety and Business Wellbeing Partner
With a few changes we made a move, and it was all done within a short space of time. And I didn’t have to think about it. I have full trust in Nicky, and I highly recommend her to many clients, friends, and family too.
Nicky made insurance easy! She did all the research and discovered I could save a substantial amount of money and still got me the same policies I had.
Nicky offered to review my insurances which I had held for many years. All I seemed to be doing was paying large premiums and getting little back. While I’m too old to expect much change, Nicky was able to find me some savings, which really helps in this environment!
Nicky has given me pragmatic advice on the contents of my life insurance and income protection. She also managed to reduce my premiums plus giving me comfort I have the right insurance for my life stage.
How can I help?
If you've got a question you need answering, or are interested in financial advice, I’d love to hear from you!