We help financially capable women stop second-guessing and start making money moves with conviction. Independent, fees only advice.
We help financially capable women stop second-guessing and start making money moves with conviction. Independent, fees only advice.
We help financially capable women stop second-guessing and start making money moves with conviction. Independent, fees only advice.
Most financially capable women don't need more information — they need permission to act. Our Wealth Plan gives you the confidence to make big moves: buy property, change careers, retire early. You walk away knowing your decision is sound.
No commissions. No product sales. We find $2,400 in reclaimed cashflow per client on average — that's 70% of our fee back before touching your investments.
We don't hand you generic portfolios. Our CFP-trained adviser understands the emotional side of money: how risk tolerance shifts, why playing it safe costs flexibility, and what your decision reveals about your values.
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.
Most financially capable women don't need more information — they need permission to act. Our Wealth Plan gives you the confidence to make big moves: buy property, change careers, retire early. You walk away knowing your decision is sound.
No commissions. No product sales. We find $2,400 in reclaimed cashflow per client on average — that's 70% of our fee back before touching your investments.
We don't hand you generic portfolios. Our CFP-trained adviser understands the emotional side of money: how risk tolerance shifts, why playing it safe costs flexibility, and what your decision reveals about your values.
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.
From KiwiSaver clarity to full wealth strategy.
Kim Barnes
Ultimate Money Date · Teacher
I'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."
Ingrid Gillingham
Wealth Plan · Project Manager
I was confident with money — but playing it too safe was quietly costing me flexibility.
"Zara helped me align strategy with values. She bridges the emotional and practical sides of planning — something most advisers miss."
Brieana Thompson
Wealth Plan · Workplace Development
I felt disorganised and disconnected from my money. I needed someone who got the emotional side.
"I now feel empowered, clear and confident. I'm even excited by the topic — a big shift from how avoidant I felt in the past."
Rosaria Marsh
Wealth Plan · Property Manager
I thought I had it sorted with spreadsheets — but it still felt overwhelming.
"Zara put real structure around my plan. I feel lighter and more in control knowing there's a clear path forward."
Travis Cochran
Ultimate Money Date · Business Owner
I'd done a lot of mindset work, but I still carried an underlying fear around money.
"I now have a clear goal for the next 12 months, 3 years and beyond. I feel solid in what I'm building now."
I'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."
I was confident with money — but playing it too safe was quietly costing me flexibility.
"Zara helped me align strategy with values. She bridges the emotional and practical sides of planning — something most advisers miss."
I felt disorganised and disconnected from my money. I needed someone who got the emotional side.
"I now feel empowered, clear and confident. I'm even excited by the topic — a big shift from how avoidant I felt in the past."
I thought I had it sorted with spreadsheets — but it still felt overwhelming.
"Zara put real structure around my plan. I feel lighter and more in control knowing there's a clear path forward."
I'd done a lot of mindset work, but I still carried an underlying fear around money.
"I now have a clear goal for the next 12 months, 3 years and beyond. 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're sitting on a decision right now, property, investment, KiwiSaver, inheritance and you're tired of going in circles.
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.
Both options include a Clarity Call to make sure you're in the right place
Ultimate Money Date
Best for women with one specific question who need a clear answer, fast.
"I finally have an answer."
The Wealth Plan
Best for women who want to stop guessing and build a 10-year strategy they can trust.
"I have a clear path to reach my dreams."
On average, we find $2,400 in reclaimed cashflow for our clients — that's nearly 70% of this fee back in your pocket before we've even touched your investments, tax, or property strategy.
Start with the Ultimate Money Date. If you upgrade to the Wealth Plan within 30 days, you'll only pay the difference — your $597 is fully credited.
If you have one specific question keeping you up at night — like "Can I afford this house?" or "Should I sell this investment?" — the Ultimate Money Date ($597) gives you a focused answer.
If you want to stop guessing and build a full financial strategy for the next 10+ years — covering cashflow, investments, KiwiSaver, protection, and scenario planning — you need the Wealth Plan ($3,333).
Not sure? Book the free call and we'll help you figure it out.
If you have one specific question keeping you up at night — like "Can I afford this house?" or "Should I sell this investment?" — the Ultimate Money Date ($597) gives you a focused answer.
If you want to stop guessing and build a full financial strategy for the next 10+ years — covering cashflow, investments, KiwiSaver, protection, and scenario planning — you need the Wealth Plan ($3,333).
Not sure? Book the free call and we'll help you figure it out.
If you have one specific question keeping you up at night — like "Can I afford this house?" or "Should I sell this investment?" — the Ultimate Money Date ($597) gives you a focused answer.
If you want to stop guessing and build a full financial strategy for the next 10+ years — covering cashflow, investments, KiwiSaver, protection, and scenario planning — you need the Wealth Plan ($3,333).
Not sure? Book the free call and we'll help you figure it out.
Before any client works with us, we run their thinking through four pillars. You can do it yourself, right now, for free.
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