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What happens if you didn't have to worry whether you're doing the 'right thing' with your money?
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.
Introducing
The Wealth Plan
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.
Independent Property & Investment Analysis
If property is part of your financial life, it deserves a proper conversation
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.
- Performance Analysis
- Cash Flow Projections
- Opportunity Cost
- Risk Assessment
- Flexibility Impact
- Long-term Goals
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
Our Wealth Plan Process
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.
Independent Property & Investment Analysis
If property is part of your financial life, it deserves a proper conversation
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.
- Performance Analysis
- Cash Flow Projections
- Opportunity Cost
- Risk Assessment
- Flexibility Impact
- Long-term Goals
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.
Kim got "TOTAL CLARITY" on her KiwiSaver:
"Zara explained everything so clearly and was super friendly. I’m so glad I booked in to get this sorted."
Ingrid is now "DEEPLY ALIGNED":
"A long-term plan that’s practical and aligned with my values. Her insight into the emotional side of money is next level."
Brieana went from "AVOIDANT TO EMPOWERED":
"I am now feeling empowered, clear and confident around my financial world. I’m even excited by the topic!"
Rosaria feels "LIGHTER" and in control:
"Zara brought structure to my plan and helped me clarify life goals beyond money. I’m genuinely excited about my future."
Travis felt "SOLID & EXPANSIVE":
"I have a clear goal for the next 12 months, 3 years and beyond. I feel solid in what I’m building now."
Kim got "TOTAL CLARITY":
"Zara explained everything so clearly and was super friendly. I’m so glad I booked in."
Ingrid is now "DEEPLY ALIGNED":
"A plan that’s practical and aligned with my values. Her insight is next level."
Brieana is "EMPOWERED":
"I am now feeling clear and confident around my financial world. I’m even excited!"
Rosaria feels "LIGHTER":
"Zara brought structure to my plan and helped me clarify life goals beyond money."
Travis feels "SOLID":
"I have a clear goal for the next 3 years. I feel solid in what I’m building now."
is this you?
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.
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 💋
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 💋
Choose the level of support you want
Choose the level of support you want
Choose the level of support you want
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 💋
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 💋
Frequently Asked Questions
I’m not sure what level of support I need?
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.
Why is the Ultimate Money Date got a limited scope?
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.
What's not included?
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).
Why is it only available to NZ residents?
Wwe can only provide registered advice to clients in New Zealand.
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.