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.
Do a deep dive on your financial situation to help define your goals and core values.
A custom wealth plan helps prioritize goals and provides tactical steps for meaningful progress.
Ongoing calls with your adviser to review your progress and receive actionable advice and support.
As part of the Wealth Plan, we provide a full, independent analysis of property you’re buying or holding, assessed within your wider financial picture.
We look at these factors so you can make informed choices with clarity.
We are not financially incentivised to recommend property.
Unlike many advisers, we don’t earn commissions or referral fees for telling you to sell and buy a property someone else is selling.
Your Path to Financial Freedom
Do a deep dive on your financial situation to help define your goals and core values.
A custom wealth plan helps prioritize goals and provides tactical steps for meaningful progress.
Ongoing calls with your adviser to review your progress and receive actionable advice and support.
As part of the Wealth Plan, we provide a full, independent analysis of property you’re buying or holding, assessed within your wider financial picture.
We look at these factors so you can make informed choices with clarity.
We are not financially incentivised to recommend property.
Unlike many advisers, we don’t earn commissions or referral fees for telling you to sell and buy a property someone else is selling.
"Zara explained everything so clearly and was super friendly. I’m so glad I booked in to get this sorted."
"A long-term plan that’s practical and aligned with my values. Her insight into the emotional side of money is next level."
"I am now feeling empowered, clear and confident around my financial world. I’m even excited by the topic!"
"Zara brought structure to my plan and helped me clarify life goals beyond money. I’m genuinely excited about my future."
"I have a clear goal for the next 12 months, 3 years and beyond. I feel solid in what I’m building now."
"Zara explained everything so clearly and was super friendly. I’m so glad I booked in."
"A plan that’s practical and aligned with my values. Her insight is next level."
"I am now feeling clear and confident around my financial world. I’m even excited!"
"Zara brought structure to my plan and helped me clarify life goals beyond money."
"I have a clear goal for the next 3 years. I feel solid in what I’m building now."
You earn good money and still feel like your finances should be working harder by now.
You want to know why your money is invested where it is, without becoming an expert.
You want your money to support the life you’re building not become another thing to manage.
You are willing to show up, make decisions, and follow through once things are clear.
We recommend starting with the Wealth Plan so you have full protection from day one. However, if you choose the Ultimate Money Date and realize you need the Wealth Plan, we will credit your entire $600 payment toward the full plan if you upgrade within 30 days. You never pay twice.
We focus strictly on answering your one burning question (e.g., "Can I afford the house?"). We do not audit your insurance, tax, or retirement gaps. It is designed for women who are 100% confident their other risks are managed. If you want a full safety check, you need the Wealth Plan.
You’ll need to implement any recommendations yourself. We don’t provide tax or legal advice, and ongoing monitoring isn’t included (though follow-up sessions are available).
Wwe can only provide registered advice to clients in New Zealand.
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).
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.
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.
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.

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.