NZ Wealth Planning Education
RNZCGP - CPD Workshop - Financial Wellbeing for GPs
RNZCGP - CPD Workshop - Financial Wellbeing for GPs

RNZCGP - CPD WORKSHOP

Financial Wellbeing for GPs:

Supporting Sustainable Practice & Personal Health

LIMITED PLACES

$229 special – ends 17 Oct

Financial Health

This 60-minute interactive workshop equips general practitioners with knowledge and tools to reduce financial stress and support sustainable professional practice. 

It directly addresses the hidden gap in doctors’ financial education, focusing on actionable steps to support wellbeing and confident, sustainable decision-making.

Click here to download the PDF Brochure

• Registered General Practitioners

• GPEP registrars

• Rural Hospital Medicine (RHM) Fellows

• Trainees and locums 

• Other practice staff

  • The Hidden Financial Literacy Gap for GPs

    Many GPs graduate with heavy medical school debt and transition to delayed but high incomes, often starting their own businesses, yet receive almost no formal education about managing money or building financial confidence.
  • How Financial Uncertainty Impacts Wellbeing & Practice

    This education gap leaves GPs uniquely exposed to unnecessary financial stress, impacts well-being and work-life balance, and can even affect career satisfaction and patient care.

    Without the right knowledge and tools, financial stress and uncertainty can quietly erode and undermine everything a GP has worked so hard to achieve.

  • The Solution

    NZ Wealth Planning - Financial Health Score

    This 60-minute interactive workshop directly addresses these challenges—offering GPs practical, unbiased financial education with actionable insights, research-based evidence, peer reflection, and real-world steps.

    The online session is complemented by an optional Personalised Financial Health Check Report, provided as an information-only, educational tool.

    It’s just like a doctor’s check-up—but for your finances: you’ll get a clear diagnosis, financial vitals overview, objective health score, flagged improvement areas if needed, plus a lot more.

  • Supporting Resource

    All participants will receive a complimentary copy of “Why Your Financial Health Deserves Attention” by Simon Clarke, sent by post.

    This guide is designed to empower successful individuals to confidently take charge of their finances and enhance their overall financial well-being.

• Financial stress among doctors and their patients

• Impact of financial stress on wellbeing and practice

• Why financial health and wellbeing matter for GPs

• Financial planning steps every GP can take

• Q&A

• Optional next step: => Personalised Financial Health Check Report (for educational and informational purposes only).

Participants will be able to:

• Describe how financial stress affects doctors and their patients.

• Recognise why financial health matters for GPs.

• Explain the impact of financial well-being on professional practice.

• Know practical steps to take to improve financial planning.

• Review key findings from their personalised financial health check report with next steps.

Session Structure

• Interactive presentation

• Breakout group discussion / structured peer reflection

• Opportunity for Q&A

Delivery

• Core 60-minute in-person session (includes at least 10 minutes of reflective group work).

• Personalised health check report delivered after, at no cost, and for educational & informational purposes only—not financial advice.

• Evaluation: Anonymous participant feedback via structured forms

Endorsed by the RNZCGP

RNZCGP logo

The “Financial Wellbeing For GPs” activity has been endorsed by The Royal New Zealand College of General Practitioners (RNZCGP) and has been approved for up to 4 CME credits for Continuing Professional Development (CPD) purposes. Credits are for active Fellows of the College only.

CME Points

NZ Wealth Planning - CME Table

Certificate of Completion

Attendees will receive a digital certificate of completion, which serves as evidence for the CME credits earned.

Simon ClarkeSimon Clarke is a Financial Adviser (FSP703591), Planner, and educator with a Finance degree from the University of Otago and over 20 years’ experience in finance.

As Founder and Director of NZ Wealth Planning, he offers an expert diagnostic as an educational first step, along with exclusive, tailored advice in financial planning and investments for those seeking ongoing guidance.

Simon previously worked as a Financial Adviser in Westpac’s Wealth Office, a consultant at Deloitte, and managed money and financial risk for leading companies and banks in New Zealand and overseas. He has written two books:

• Why Your Financial Health Deserves Attention, and the

• New Zealand Financial Planning Guide for Doctors.

Price
SPECIAL PRICE: $229 per attendee for the first session only (offer ends 17-Oct-25)
• Standard Price: $275 per attendee
Discount
Early Bird Discount: Book and pay in full at least 30 days before the event to receive a 10% discount.
Event Dates
• Thursday, October 30, at 7 pm
• Tuesday, November 18, at 7 am
• Thursday, November 20, at 7 pm
• Thursday, December 4, at 7 am
Booking Deadlines
Bookings close 10 working days before each event date to allow for final preparations and postage. Early booking is recommended due to limited places.
Capacity Limit
Each session is limited to 25 attendees to ensure a quality learning experience. Book early to secure your place.
Cancellation Policy
See brochure for details.
To register, please select your preferred workshop below. After clicking a Register button, you will be securely redirected to pay by credit or debit card using Stripe.

If you have any questions or need assistance regarding the workshop, please email: simon@nzwealthplanning.co.nz