The latest Financial Resilience Index research shows that 1 in 2 Kiwi's now worry daily or weekly about money, and 59% say financial issues have affected their overall wellbeing.
House prices and interest rates, the rising cost of living, inflation devaluing your dollar – this is outside your circle of control. Stress and worry impacting overall wellbeing - these are within your circle of control.
A pathway forward begins with getting clarity on where you are right now. Then having the plan and strategies as your guiding map to get you to where you aspire to be. Whether you 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 property investment.
Our renowned Financial Mapping is your pathway to help you plan wisely, protect what matters and prosper through creating and living your version of a Healthy Wealthy Life. And you can enjoy it without missing out on the fun stuff along the way.
We help you get clarity on where you currently are financially and where you aspire to be. We shine a light on any 'blind spots' - things you may not see or yet considered. We help you anticipate your risks, overcome challenges, and maximise opportunities.
With a clear vision, we craft plans and strategies that resonate with your goals and lifestyle. This could be reducing your mortgage faster, tailoring insurance to protect what's dear to you and optimising your KiwiSaver investment.
With your plan in hand and our team by your side, you can confidently take action. No matter what life throws your way, you can plan smartly, protect what's dear to you and continue to prosper living your version of a Healthy Wealthy Life.
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 premiums, and that we were also being charged high KiwiSaver fees. They sorted all these issues. They are nothing short of exceptional, delivering outstanding service and offering 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
Chris & Mia's
Financial Mapping Success!
*names changed for privacy
Financial Mapping Session
Plan and strategies to get you to where you aspire to be.
- Get clarity on where you are now financially and where you want to be.
- Identification of potential risks and opportunities spanning areas like KiwiSaver, Insurance, Spending Plans, Mortgage Reduction Strategies.
- Expert advice on immediate steps and long-term strategies that align with your lifestyle and goals.
- Turning complex financial matters into a simple, understandable and practical actionable plan.
- We’ll take care of any areas you want sorted.
- A Statement of Advice - your tailored financial playbook (valued at $450).
- Enjoy 12 months exclusive access to our top-notch financial mapping software (valued at $350 pa).
- 12 Month Review: A 15-minute catch-up to monitor progress.
- * Fee may vary based on the level of complexity, time and resources required. We believe in rewarding action and commitment. Therefore, we're happy to waive our fee if you choose to take up any new Life, Trauma, or Income insurance products within 3 months following our Financial Mapping advice session. It's our way of saying thank you for trusting us with your financial journey.
We greatly appreciate our meeting and helping us find a more suitable life insurance plan for us. 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
Our renowned Financial Mapping crafts plans and strategies that resonate with your goals and lifestyle to create your version 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!
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.
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.