One-Off Financial Advice NZ | Ultimate Money Date
Fee-Only Financial Advice · New Zealand

The confidence to make one big decision

A fee-only financial planning session built for the moment you're facing one specific decision, a settlement, a property, a business, a leap, backed by a structured framework.

Take the First Step A free 15-minute clarity call · No obligation, no pressure

A good financial plan matters. This is what you need right now.

Everyone benefits from good financial planning. But right now, you're carrying one specific decision, and it's the thing keeping you up at 11pm, running the same numbers over and over with no one to check your thinking against.

The Ultimate Money Date is one focused session, using a structured decision-making framework, so you walk away with an answer and the calm that comes from knowing it's the right one.

It's also designed to be seamless. We connect your accounts securely via Akahu's open banking technology, live, on the call, so your real numbers are in front of both of us in minutes, not after a week of chasing paperwork.

Financial advice for one clear decision, not a life overhaul

If you recognise your question below, even roughly, you're exactly who this is for.

Book a Money Date if you're asking

🏠Settlement into the mortgage, or the business?
🔑Rent out the family home, or sell it?
📈Does this investment property stack up?
How long can I sustain my lifestyle while I build the business?
🔄Sell before I buy, or buy before I sell?
💼Can I afford to leave my job, or take redundancy?

This isn't what you need if

  • It's not one decision, it's everything at once
  • You're restructuring debt, mortgages, or entities
  • You're juggling several tangled, interdependent decisions
In short: one clear fork in the road, real numbers, a decision you're already close to making. That's a Money Date. Everything-all-at-once needs a full plan instead, and we'll tell you that honestly.

What happens the moment you book

Putting your finances into words can feel vulnerable. Here's exactly what to expect once you book your call, so there's no wondering.

✉️
Straight away

A calendar confirmation and a short note. Nothing disappears into a void.

💬
On the call

A real conversation with Zara, not a script, to hear what's actually on your mind.

🌱
No pressure, ever

If it's a fit, you'll be invited to book. If it's not, we'll say so honestly and point you toward what will actually help.

Here's exactly what a Money Date looks like

1

Book a Clarity Call

A short, free call to talk through your situation and the decision you're facing.

2

The Live Data Session

Once confirmed, we get on a call and connect your accounts via Akahu, live, with you watching. No manual entry, no forms. Recorded, so you can revisit it any time.

3

Your Personal Video Breakdown

A private video walking through what I'm seeing: the risks, the upside, anything you haven't considered.

4

The Live Session (1 hour)

We work through your decision together, using a structured framework, until you have a clear answer, and the peace of mind that comes with it.

5

Your Financial Plan Gap Checklist

A checklist of what a genuinely complete plan covers, so you can see, at a glance, whether anything else needs attention.

Fee-only financial advice, no commissions, no % fees

FoundHer is a fully virtual, fee-only financial planning practice (FSP1009249). No commission on anything I recommend, no percentage of your money. Every session uses a structured decision-making framework, not guesswork, so what you walk away with is something you can actually trust.

50+People Supported
0%Commissions or AUM Fees
$11MSaved in Fees for Clients
1hrSession, One Flat Fee
Secure account connection powered by Akahu, New Zealand's open banking network. Read-only access, we never see your login details.

What it's like to actually book one

Selling the house is a big decision, but I feel really comfortable making it because I can clearly see there are better things I can do with that money.

— Confident on an $800K decision, Wealth Plan client, Auckland

Ultimate Money Date · Teacher

"Zara explained everything so clearly and was super friendly. I'm so glad I booked in to get this sorted."

— Kim Barnes

Wealth Plan · Property Investor

"I think you're spot on about the $16k just bleeding into the rentals. Really appreciate you running through this with me properly."

— Jess

$597 NZD, one flat fee

No commission, no percentage of your money, no upsell at the end.

📞 Live Data Session 🎥 Personal Video Breakdown ⏰ 1 Hour Live Session ✅ Financial Plan Gap Checklist
Take the First Step

The questions people ask before they book

You're not paying for an hour. You're paying for the experience that spots what to look for in your numbers, and the certainty of not making an expensive mistake.

Akahu's open banking connection is secure, read-only, and bank-regulated. I never see your login details and can never move your money.

No. FoundHer is fee-only, so there's no commission on any product and no incentive to sell you anything.

I'll tell you honestly on the clarity call, before you pay anything. If it needs a full plan instead, we'll talk about what that looks like.

You should have a rough direction in mind. This works best when there's a specific fork in the road, even if you're not fully sure which way to go.

This is personalised financial advice, given under FoundHer's licence (FSP1009249), specific to your numbers and your decision.

Then I'll tell you directly on the call and won't take your money for a session that isn't right for you. I'll point you toward what would help instead.

Stop carrying this alone. Get the clarity to move forward.

Take the First Step A free clarity call, then a seamless, structured session, recorded so nothing gets lost. If it's not the right fit, you'll know before you pay a cent.

Some decisions don't end after an hour. Money Date clients get first access to discounted quarterly accountability check-ins, if and when you'd like an ongoing partner.

Available After Your Session
FoundHer is a fee-only financial advice provider, FSP1009249, licensed under the Financial Markets Conduct Act 2013. Personalised advice is provided within the scope agreed with each client.