“Sean has helped me with my financial planning and taxes for many years. He has always been professional, personable and gone the extra mile. I highly recommend his services.”
Gary S.
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Workshops and Corporate Training
Practical financial education for organisations, schools, and governing bodies
Sean delivers engaging, accessible workshops on pension funds, tax, and personal finance for corporates, schools, governing bodies, and community organisations. Through Old Mutual Personal Financial Advice, we bring expert financial education directly to your team.
Overview
Financial literacy is one of the most impactful gifts an organisation can offer its people. At SVZ AND ASSOCIATES, Sean delivers practical, jargon-free workshops that empower employees, educators, board members, and community groups to make better financial decisions.
Whether it's helping a school governing body understand their pension fund obligations, running a tax awareness session for educators, or delivering a corporate wellness workshop on retirement planning - Sean brings real-world experience as a CFP® professional and registered tax practitioner to every session.
Workshops can be tailored to your audience and delivered on-site, virtually, or as part of a broader financial wellness programme. From a single 60-minute session to a multi-part series, we design the format to suit your needs and schedule.
What We Offer
01
Pension Fund Workshops
Helping employees and governing body members understand their pension or provident fund - contributions, investment options, the two-pot system, and making the most of their retirement benefits.
02
Tax Workshops for Educators and Schools
Practical sessions covering income tax, tax-deductible expenses, medical aid credits, and how to navigate SARS e-filing - tailored specifically for teachers and school staff.
03
Corporate Financial Wellness
Comprehensive programmes covering budgeting, debt management, retirement planning, and investment basics - designed to improve employee financial wellbeing and reduce financial stress.
04
Governing Body Training
Educating school governing bodies, trustees, and board members on their fiduciary responsibilities, fund governance, and financial oversight requirements.
05
Custom Workshops
Bespoke sessions designed around your organisation's specific needs - from retirement readiness for employees nearing retirement to investment fundamentals for young professionals.
Client Stories
What workshops and corporate training clients say
9 reviews
“Very happy with the prompt and professional assistance received regarding my tax returns. Would highly recommend.”
Colleen K.
Google Review · Google review published on
“Thank you Sean and his brilliant support staff, my Tax profile was a mess and I got an sms stating I owed them money. I reached out to Sean and in a matter of days I got a refund from SARS. Thank you for your brilliant service.”
Alex C.
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“I had been involved in a hit and run and my car was damaged. I was referred to Timeka who has excellent service by the way and super friendly. She helped me get the claim sorted with the insurance and was quick and efficient.”
Tyler K.
Google Review · Google review published on
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View allFrequently Asked Questions
Common questions about workshops and corporate training - answered by our team.
We cover a wide range of topics including pension/provident fund education, tax planning and filing, budgeting and debt management, retirement readiness, investment basics, risk and insurance, estate planning, and the two-pot retirement system. Sessions can be tailored to your audience's needs.
Workshops typically range from 60 to 90 minutes, but can be shorter for focused topics or extended into half-day or full-day sessions for comprehensive programmes. We also offer multi-session series spread over several weeks.
Yes. We offer both in-person and virtual workshops via platforms like Zoom or Microsoft Teams. Virtual sessions work particularly well for organisations with staff across multiple locations.
Our workshops work well for groups of 10 to 200 people. For larger audiences, we can adjust the format to a presentation style. For smaller groups, we offer more interactive, discussion-based sessions.
Pricing depends on the topic, duration, format (in-person vs virtual), and group size. We provide a detailed quote after understanding your specific requirements. Contact us to discuss your needs and we'll put together a proposal.
While our workshops are educational rather than formally accredited, Sean is a CFP® professional and registered tax practitioner, ensuring all content is accurate, current, and aligned with South African financial regulations. We can provide attendance certificates for participants.
Does Your Organisation Need a Financial Workshop?
Answer these questions to see how financial education could benefit your team.
Question 1 of 4
Do your employees understand their pension or provident fund benefits?
Bring Financial Education to Your Organisation
Empower your team with practical financial knowledge. Get in touch to discuss a workshop tailored to your organisation's needs.