Personal Wealth Plan
A complete financial strategy connecting your income, debt, property, investments and retirement, with clear recommendations.
Start the ConversationI'd been in the default fund for 8 years. I didn't even know other options existed.
"Zara explained everything so clearly and was super friendly. I'm so glad I booked in to get this sorted."
— Kim Barnes
I was so focused on "positive cashflow" that I couldn't see it.
"I think you're spot on about the $16k just bleeding into the rentals. Really appreciate you running through this with me properly."
— Jess
I thought I'd feel judged or stupid. I actually didn't dread talking about money for once.
"Honestly you are so easy to talk to. That was such a relief. You made it feel really straightforward."
— Lauren
I was confident with money — but playing it safe was quietly costing me flexibility.
"Zara helped me align strategy with values. She bridges the emotional and practical sides — something most advisers miss."
— Ingrid Gillingham
Around Christmas I felt anxious and unsure. I didn't really understand my numbers or what was actually possible for me financially.
"Now I feel excited. It's a huge difference. Selling the house is a big decision, but I feel really comfortable making it because I can clearly see there are better things I can do with that money."
I felt disorganised and disconnected from my money. I needed someone who got the emotional side.
"I now feel confident and clear. I'm even excited by the topic — a big shift from how avoidant I felt in the past."
— Brieana Thompson
Financial planning & investment advice
Your investments, property, income and retirement plans are connected. Your advice should be too. FoundHer brings financial planning, investment advice and professional judgement together, with ongoing support available as life changes.
Financial planning and investment advice built around your life.
Good financial advice matters long before something goes wrong.
Financial advice that brings the different parts of your financial life together, with someone you trust to help make sense of what comes next.
Why good advice matters
A change in work affects how you invest. A property decision affects retirement. We connect the moving parts so each decision makes sense in the context of your whole financial life.
From one important decision to a comprehensive strategy, with ongoing investment support coming soon.
A complete financial strategy connecting your income, debt, property, investments and retirement, with clear recommendations.
Start the ConversationProfessional advice on one important question. We assess the options, explain the trade-offs and recommend a way forward.
Start the ConversationComing soon. Investment strategy, portfolio recommendations and optional ongoing monitoring, connected to your wider financial plans.
Start the Conversation
The FoundHer approach
We get to know your circumstances, challenge assumptions and make recommendations backed by research and modelling. Choose ongoing advice and the relationship continues as life changes.
In their own words
Money, investing and the decisions that shape your life.
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