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.
• Registered General Practitioners
• GPEP registrars
• Rural Hospital Medicine (RHM) Fellows
• Trainees and locums
• Other practice staff
Without the right knowledge and tools, financial stress and uncertainty can quietly erode and undermine everything a GP has worked so hard to achieve.

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

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