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We'd be happy to hear from you!

Please fill in the contact details below, and one of the team will contact you shortly

Let's Chat

Phone

Email

027 528 0583 Jessica

027 320 6044  Scott

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What can we help you with?

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BUDGETING

Creating a plan for your money that

works for you and your family

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DEBT MANAGEMENT

Struggling to make debt repayments? Feel like you are drowning? We can advocate on your behalf with lenders and create repayment plans that work.

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KIWISAVER

Need to review your KiwiSaver settings? Trying in understand what % you should be putting in, or what type of fund to choose?

Not all KiwiSaver providers are the same! We help you make an unbiased choice that's right for YOU.

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RETIREMENT
PLANNING

The feeling of security which comes from knowing you're on the right track. We can help you understand how much you need, how much you have... and whether there is a gap.

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INVESTING

No idea where you can put your money to grow for you? We have financial literacy tools to help you understand the different types of assets you could invest in, from term deposits, shares and property right through to alternative assets. 

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PROPERTY

Need help with mortgage structure? Thinking about your first home or investing in property? We can help!

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WOMEN AND
FINANCIAL LITERACY

The dice aren't exactly loaded in our favour!

Learn why it's important to get on track, and ways in which it's more difficult for women to get in a good financial position - in a safe and confidential space.

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GOALS

Understand how important it is to set realistic goals - and how financial planning is a JOURNEY not an EVENT. Setting goals will keep us on track for what is important to US. 

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OTHER SUPPORT

If you're going through a financial change, we are able to help! eg

- Redundancy

- Relationship Breakup

- KiwiSaver Hardship

- Bad Investment Decisions

Or... maybe you'd just like to learn more to improve your wellbeing!

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