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The Wealth Plan
A premium, founder-led 1:1 mentorship for high-earning, emotionally intelligent women limited to 10 clients per quarter. This program is your personalised roadmap to build wealth with confidence, clarity, and intention.
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
Your Wealth Plan Journey:
What to Expect
1. Discovery & Financial Audit
We get to know you your life, goals, and the big picture of your finances. This is about understanding who you are and how you want your money to serve you.
2. Deep Dive: Goals & Mindset
We uncover your goals, priorities, and financial objectives. I explore your money beliefs, question contradictions, and help you gain clarity on what really matters.
3. Feature & Benefit
With your information in hand, I analyse your numbers, run projections, and identify opportunities and risks — creating strategies tailored to your life.
4. Wealth Plan Presentation
Your personalised Wealth Plan brings everything together: clear strategies, projections, and actionable steps that align your money with your values.
5. Ongoing Review & Support
Through follow-up sessions, we track progress, adjust strategies, and ensure your wealth continues to grow intentionally .
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
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"Working with Zara has been such a game-changer. I thought I had everything sorted with my own spreadsheets, but having her put real structure around my financial plan has made everything feel achievable rather than overwhelming. What’s resonated most is how she asked thoughtful questions about the why behind my goals. It really made me stop and think about what I want in my life beyond money, which has actually helped me shift my spending habits in a positive way.
I’ve already noticed a huge mindset shift; I feel lighter and more in control knowing there’s a clear plan in place. Zara has a really encouraging, down-to-earth approach, which makes it easy to be honest and actually excited about my finances."
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Rosaria Marsh
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Working with Zara elevated that understanding by helping me align financial strategies with my personal values and long-term goals. She provided clear, structured options that made my financial future feel both achievable and purposeful.
What sets Zara apart from many other financial advisors is her unique insight into the psychological factors that influence our financial behavior. She skillfully bridges the emotional and practical sides of financial planning, ensuring that both are considered in a cohesive strategy.
What truly made the experience impactful were Zara’s thoughtful, probing questions. They challenged me to reassess my financial priorities and, as a result, I’ve developed a far more effective and meaningful long-term plan that genuinely supports my needs.
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Ingrid Gillingham
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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
Frequently Asked Questions
REASSURE YOUR READER WITH EVERYTHING THEY NEED TO KNOW
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.