Plan, Protect & Prosper Your Way to a Healthy Wealthy Life
Financial Mapping, Insurance, and KiwiSaver advice so you can save time, money, and reduce stress.
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Your Healthy Wealthy Life is as unique as you are
Is it the thrill of turning the key in your dream home? Or galivanting off on travel adventures? Is it priceless moments with loved ones? Or maybe it's taking the proverbial leap of faith and starting your own business. Or could it be the sweet taste of freedom and independence to pursue those wild, wonderful passions.
Whatever your way of a Healthy Wealthy Life is, many people find themselves without the plan, strategies and support to help them get from where they are now financially, to where they aspire to be.
Your way of a Healthy Wealthy Life is personal to you.
That's why our financial advice approach is also personal..
Whether your challenges are soaring interest rates and cost of living, a loved one hit with a health crisis, an unexpected emergency that drains your savings - or just the everyday hustle - it's a wild ride, and we're here to navigate it with you.
Whether you're striving to pay down debt, keen to start investing or optimise KiwiSaver, and insure what's dear to you - we are your team.
We've guided hundreds from financial confusion to clarity, saving them time, money and stress. Join our community so you too can plan, protect and prosper your way to a Healthy Wealthy Life.
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Here's how we help you plan, protect and prosper your way to a Healthy Wealthy Life
Financial Mapping
What do you aspire to achieve? What's keeping you up at night?
You may want to reduce debt, boost your cash flow, buy a home, fast-track to being mortgage-free, cut down paying hundreds of thousands in bank interest, or you're eyeing up another investment property.
And you want to do this without holding off on life's current pleasures and missing out on all the fun stuff along the way.
Financial Mapping is your pathway to help you plan smartly, protect what matters, and prosper your way to a Healthy Wealthy Life.
Insurance
Frustrated with increasing premiums? Overwhelmed with jargon and thousands of policies to choose from? Worried if you have the right insurance and if it will support you at claim time?
Our renowned insurance strategies include a 'high level' Financial Mapping. Together, we craft personalised insurance to bridge the gap and align with your priorities so you're NOT over-insured.
Having the right cover that's affordable and sustainable and supports you at claim time, means you receive maximum return on your insurance investment. Life can be unpredictable, but with the right insurance strategies, you can protect what's dear to you and face life's uncertainties confidently.
KiwiSaver
Many Kiwis aspire to a future filled with fun travels and adventures, the ultimate mortgage free home, and a retirement filled with financial independence and freedom of choices.
But many Kiwis are missing out on potentially thousands of dollars because they don’t know how to optimise their KiwiSaver.
We assess your risk tolerance, investment timeline and objectives, optimising your KiwiSaver from a savings fund to a powerful investment strategy. Let’s help you take your investment from average to Woohoo!
How we help save time, money and stress
Kiwis who get financial advice save, invest and travel more - and are less stressed!
59%
of Kiwis say say financial issues have affected their overall wellbeing.
50%
of Kiwis now worry daily or weekly about money.
46%
of Kiwis say finances affect their relationships.
* Source - Survey of 2000 New Zealanders. Research published by FSC December 2020. And Financial Resilience Index 2023.
The results show that Kiwis who work with a financial advisor are better off
They travel 6x more
They reduce their mortgage by 7 years
They spend 13 fewer hours completing insurance paperwork
* Source - Survey of 2000 New Zealanders. Research published by FSC December 2020
Happy Community, Healthy Wealthy Success
A single piece of financial advice can make or save you thousands
Our pathways are expertly crafted to save you time, money and stress.
Financial Mapping
Our renowned Financial Mapping crafts plans and strategies that resonate with your goals and lifestyle to design your way of a Healthy Wealthy Life.
Whether you’re striving to pay down debt, keen to start investing, saving for a home, or eyeing that third investment property, we're your team.
Insurance
Our successful insurance strategies include a 'high level' Financial Mapping. Together, we craft personalised insurance to bridge the gap and align with your priorities so you're NOT over-insured.
Protect what's dear to you and face life's uncertainties confidently.
KiwiSaver
We assess your risk tolerance, investment timeline and objectives, optimising your KiwiSaver from a savings fund to a powerful investment strategy.
Don't miss on potentially thousands of dollars. Let’s help you take your KiwiSaver investment from average to Woohoo!
Connect with us and start crafting your Healthy Wealthy Life
Connect & Clarify
Let's connect over a brief but meaningful chat to get to know your challenges, priorities and desired outcomes. We’ll discuss what kind of advice or services you’re looking for, answer any questions you might have, and go from there.
Strategy & Action
Next, we gather information for a productive meeting together to craft a financial roadmap, tailor insurance or optimise your KiwiSaver. Post-meeting, you'll receive a summary, and we'll swing into action on the areas you want to prioritise.
Ongoing Support
Dreams change, economies shift, things happen. What you want to achieve at age 30 could be different when you're 50. With our team by your side, we can help adjust your plans and strategies to live your version of a Healthy Wealthy Life.