Insurance | KiwiSaver | Education | Coaching

Everyone’s idea of wealth is different. That’s why we don’t believe in a one-size-fits-all approach to your finances! Your journey is unique, and we walk alongside you to create personalised advice that aligns with your values and goals.

Your path to financial success begins here.

  • Feel budgeting is too hard.

  • Hate paying for insurance.

  • Don’t need KiwiSaver.

  • Feel both are a waste of money.

  • Don’t know where their money’s going!

We often hear our clients say that they:

That’s because most of us want things like having a family, paying off debt, going on holiday, paying off a mortgage, or buying a bach in the Coromandel, but don’t quite know how to get there.

We want you to know we hear you… because we want these things too, and we can help you to try and achieve them!

We’re committed to helping you achieve your goals.

We want to help you understand your money and how it can work for you and your dreams.

We want to teach you how to build your nest egg so you don’t need to rely on insurance.

We want to help you understand if you even need KiwiSaver and how you can use it to your advantage.

We want to empower you with tools and knowledge and be there for you to help make those financial decisions.

We understand that with the cost of living being so high, it’s more crucial than ever to figure out what expenses are important.

For example; I don’t want to give up my brunches with friends, but if I have cut down for the next six months so I can buy a house, then I’m willing to do that.

We want you to understand what goals are genuinely important to you and how the choices you make now can affect those goals in five or even ten years’ time.

How do we do this?

Using amazing state-of-the-art software, that will help you forecast your finances, we paint a better and clearer picture of what the future may look like for you. With this software, we are able to visually show you your path ahead, with fancy graphs and all!

It’s not just about buying a house or retirement; it’s an incorporation of everything important – kids, holidays, investments – the whole lot!

We’re not here to tell you what to do and what not to do.

You work hard for your money, and we want to educate you so that you can make an informed decision on where it goes.