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The Wealth Plan
We help you make grounded, forward-thinking money decisions, shaped by how you actually think, feel, and live.
From cashflow and debt strategy to KiwiSaver and investing, our advice is independent, fees-only, and evidence-based.
The Wealth Plan
We help you make grounded, forward-thinking money decisions, shaped by how you actually think, feel, and live.
From cashflow and debt strategy to KiwiSaver and investing, our advice is independent, fees-only, and evidence-based.
How it works
Comprehensive Financial Planning
Understand where you are
Do a deep dive on your financial situation to help define your goals and core values.
Plan for where you want to be
A custom wealth plan helps prioritize goals and provides tactical steps for meaningful progress.
Build your wealth intentionally
Ongoing calls with your adviser to review your progress and receive actionable advice and support.
Who This Offer Is For
You’re in a season of change, new wealth, new independence, or a fresh start and you want to make sure your money supports it.
You’re done holding all the numbers, ideas, and “what-ifs” in your head, you want a clear plan that shows you where you’re heading.
You’re earning (or inheriting) well, but want to know exactly what that means for your future.
You want a financial partner who helps you think bigger, feel supported, and finally see your wealth working for you.
You’ve built a good life — but money has been sitting quietly in the background while you’ve focused on everything else.
Who This Offer Is For
You’re in a season of change, new wealth, new independence, or a fresh start and you want to make sure your money supports it.
You’re done holding all the numbers, ideas, and “what-ifs” in your head, you want a clear plan that shows you where you’re heading.
You’re earning (or inheriting) well, but want to know exactly what that means for your future.
You want a financial partner who helps you think bigger, feel supported, and finally see your wealth working for you.
You’ve built a good life — but money has been sitting quietly in the background while you’ve focused on everything else.
YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋
wHAT YOUR WALK AWAY WITH
A clear, visual map of your entire financial world, where you are now, where you're heading, and what it takes to get there.
A Clear, Actionable Plan – practical next steps you can implement immediately.
Peace of Mind – finally feel like your money is working for you, not the other way around
wHAT YOUR WALK AWAY WITH
A clear, visual map of your entire financial world, where you are now, where you're heading, and what it takes to get there.
A Clear, Actionable Plan – practical next steps you can implement immediately.
Peace of Mind – finally feel like your money is working for you, not the other way around
MEET THE FOUNDER
Hey you!
I’m Zara, a Registered Financial Adviser with an accounting background and a lifelong believer that taking care of your money gives you freedom, choices, and power.
Now I help women build wealth in a way that feels empowering, practical, and aligned with the lives they actually want to live.
You can rely on me for:
A safe, judgment-free space to open up about money.
No hidden agendas, no assets under management, no commissions. I’m fully on your side.
Experience teaching and guiding women through workshops and one-to-one support.
MEET THE FOUNDER
Hey you!
I’m Zara, a Registered Financial Adviser with an accounting background and a lifelong believer that taking care of your money gives you freedom, choices, and power.
Now I help women build wealth in a way that feels empowering, practical, and aligned with the lives they actually want to live.
You can rely on me for:
A safe, judgment-free space to open up about money.
No hidden agendas, no assets under management, no commissions. I’m fully on your side.
Experience teaching and guiding women through workshops and one-to-one support.
YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋 YOUR MONEY YOUR FREEDOM 💋
Client testimonials
I could not recommend her highly enough! Her session with me around money was one of the most insightful things I’ve done around money and I’ve done ALOT of work on it being a business owner doing multi 6 figures and lots of mindset work her support has changed my business and personal life. I now have a clear goal on the next 12 months, 3 years and beyond.. I feel so solid in what I’m building now and truly expansive with money rather than the underlying fear I’ve had since I was young Her practical and tangible actions/ advice along with high level emotional intelligence/ care is next level Would not be surprised when she takes over this industry!
Working with Zara transformed how I approach my finances. She brought structure to my plan, helped me clarify my life goals beyond money, and inspired positive changes in my spending habits. I now feel lighter, more in control, and genuinely excited about my financial future thanks to her encouraging, down-to-earth guidance.
Zara helped me connect my financial strategies to what truly matters in my life. Her thoughtful questions and insight into the emotional side of money pushed me to rethink my priorities, resulting in a long-term plan that’s both practical and deeply aligned with my values
Zara did my KiwiSaver review. I honestly never knew I even needed one! She explained everything so clearly and was super friendly throughout the whole process. I’m so glad I booked in.
Client testimonials
I could not recommend her highly enough! Her session with me around money was one of the most insightful things I’ve done around money and I’ve done ALOT of work on it being a business owner doing multi 6 figures and lots of mindset work her support has changed my business and personal life. I now have a clear goal on the next 12 months, 3 years and beyond.. I feel so solid in what I’m building now and truly expansive with money rather than the underlying fear I’ve had since I was young Her practical and tangible actions/ advice along with high level emotional intelligence/ care is next level Would not be surprised when she takes over this industry!
Working with Zara transformed how I approach my finances. She brought structure to my plan, helped me clarify my life goals beyond money, and inspired positive changes in my spending habits. I now feel lighter, more in control, and genuinely excited about my financial future thanks to her encouraging, down-to-earth guidance.
Zara helped me connect my financial strategies to what truly matters in my life. Her thoughtful questions and insight into the emotional side of money pushed me to rethink my priorities, resulting in a long-term plan that’s both practical and deeply aligned with my values
Zara did my KiwiSaver review. I honestly never knew I even needed one! She explained everything so clearly and was super friendly throughout the whole process. I’m so glad I booked in.
✪✪✪✪✪
Know exactly where you stand and what to do next.
Your Investment
One time payment of
$3333
Holistic Financial Clarity – A complete picture of your income, assets, debts, and future goals, including retirement, estate planning, and major life milestones.
Professional and emotionally intelligent advice – guidance from a registered adviser who gets both the technical and human side of money.
A safe space to decide + ask questions – no products, no strings, just an honest overview of where you stand and 100% on your side.
Strategy Guidance – on asset allocation, property, and scenario planning, refined to your unique circumstances and ambitions.
Personalised tools — the exact spreadsheets, models, and planning frameworks we use together
Your Investment
One time payment of
$3333
Holistic Financial Clarity – A complete picture of your income, assets, debts, and future goals, including retirement, estate planning, and major life milestones.
Professional and emotionally intelligent advice – guidance from a registered adviser who gets both the technical and human side of money.
A safe space to decide + ask questions – no products, no strings, just an honest overview of where you stand and 100% on your side.
Strategy Guidance – on asset allocation, property, and scenario planning, refined to your unique circumstances and ambitions.
Personalised tools — the exact spreadsheets, models, and planning frameworks we use together
Frequently Asked Questions
What's not included?
You’ll need to implement any recommendations yourself. I don’t provide tax or legal advice, and ongoing monitoring isn’t included (though follow-up sessions are available).
What's the difference between Financial Planning and Financial Coaching?
Here’s the distinction: financial planning is personalized advice, I look at your numbers, goals, and situation, and give recommendations tailored specifically to you. I’m a registered adviser in New Zealand, so this is formal financial planning for NZ clients.
Financial coaching is more about education and emotional support, helping you understand money, build confidence, and work through the habits or beliefs that affect your decisions. No product recommendations here, just clarity, strategy, and guidance to help you make your own informed choices.
What do I need to do to prepare?
I’ll send you a little homework before our date. Come ready with your money info, receipts, statements, or any questions you’ve been sitting on. The more you bring, the juicier our session will be — and the faster we can turn your uncertainty into clarity.
Why is it only available to NZ residents?
I can only provide registered advice to clients in New Zealand. If you’re outside NZ, you can still book a session for educational and strategic guidance, but it won’t include personalised financial recommendations or formal planning.
Frequently Asked Questions
What's not included?
You’ll need to implement any recommendations yourself. I don’t provide tax or legal advice, and ongoing monitoring isn’t included (though follow-up sessions are available).
What's the difference between Financial Planning and Financial Coaching?
Here’s the distinction: financial planning is personalized advice, I look at your numbers, goals, and situation, and give recommendations tailored specifically to you. I’m a registered adviser in New Zealand, so this is formal financial planning for NZ clients.
Financial coaching is more about education and emotional support, helping you understand money, build confidence, and work through the habits or beliefs that affect your decisions. No product recommendations here, just clarity, strategy, and guidance to help you make your own informed choices.
What do I need to do to prepare?
I’ll send you a little homework before our date. Come ready with your money info, receipts, statements, or any questions you’ve been sitting on. The more you bring, the juicier our session will be — and the faster we can turn your uncertainty into clarity.
Why is it only available to NZ residents?
I can only provide registered advice to clients in New Zealand. If you’re outside NZ, you can still book a session for educational and strategic guidance, but it won’t include personalised financial recommendations or formal planning.
Need to know more before going ahead?
Book a free 30-minute call and we’ll map out what clarity could look like, just real talk about money, goals, and next steps.