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.
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
The meticulous financial mapping session provided a comprehensive overview of our current and future financial state. Jaime and her team astutely identified that we were over-insured, paying excessive insurance premiums, and being charged high KiwiSaver fees. They sorted all these issues. They are nothing short of exceptional, delivering outstanding service and providing transformational financial guidance. I am a huge advocate and refer all our clients and acquaintances. You can be sure your family is in the most capable and caring hands!
Tapere H & Shane K
I wanted to say a huge thank you for all your help taking care of my income protection insurance claim. It takes a tremendous amount of financial pressure off. This means I can focus on healing without having to rush back to work. What a relief!
As a single father of two, working with Jaime and her team was a game-changer. Their financial expertise provided comprehensive family coverage without breaking the bank, even including covering my kids for free. Their financial advice and guidance on KiwiSaver has also put me on a better retirement track. I highly recommend Jaime and her team for fellow parents. They exceeded my expectations!
We found the discussion on our financial future valuable and wanted to call out your pragmatic and data-driven approach. We enjoy working with you and your team. You are responsive and proactive, we genuinely believe you have our best interests at heart.
Jo and James
We greatly appreciate our meeting and helping us find a more suitable life insurance plan. We are truly impressed with how if we stick to the plan and manage our budget wisely, we can potentially pay off our mortgage sooner. What's even more crucial is that we can look forward to a comfortable retirement.
Ambah & Met
Thanks again for meeting us, it really opened our minds on how to attack our debt and made us feel a lot more comfortable and confident with paying off our mortgage.
It was such a pleasure meeting you and discussing financial planning, property and insurance. You’re positive, easily relatable and your personable skills shine through chatting to you. I will certainly be recommending you. Thank you for all your help.
Fantastic advice and customer service! We will definitely recommend you to any of our friends considering their insurances.
I found the session very valuable. While finances in general are a 'serious' topic, you created a relaxed environment where I felt very comfortable to share my current circumstances and goals. Thank you for your advice and taking care of my insurance and KiwiSaver.
Super helpful and informative. I'm excited to try and make future decisions with updated, accurate and forecasted info!
It’s always a bit awkward with recommendations in case they don't work out! My friends couldn't be happier with the service you have provided them with! It's lovely to hear that they had the same experience as me.
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.
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.
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!
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.
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.
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.