Plan Smartly
Financial Mapping Strategies for Savvy Kiwis
A tailored map to craft your version of a
Healthy Wealthy Life
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.
Clarity
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.
Capability
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.
Confidence
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!
Mia and Chris, two proactive professionals, with a mortgage and blessed with two kids. From an unclear financial path, looming interest payments, increased cost of insurance premiums, and not enough funds for a retirement on their terms, they sought a plan and strategy to craft their version of a Healthy Wealthy Life.
Financial Mapping Results:
They're now on their way towards cutting 5 years off their mortgage term and being mortgage-free before their retirement goal!
They are also set to pocket a substantial $178,995 - funds that would've otherwise been swallowed by interest. That money will now flow into their version of a Healthy Wealthy Life - cherished family holidays, educational opportunities for their kids, and freedom of choices.
Check out how their tailored Insurance strategy saved them thousands in premiums and got their kids covered for free.
Check out how we helped these legends also optimise their KiwiSaver balance to an astonishing $505,536 more than their original projections.
*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
Pathways to crafting your version of aHealthy Wealthy Life
An insightful piece of financial advice can make or save you thousands.
Our pathways have guided hundreds of clients, saving them time, money and stress.
Financial Mapping
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.
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!
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.
Mike V
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.
Our unique process is a comprehensive assessment to understand your financial goals, challenges, and present situation, leading to a tailored strategy. Our software enables us to give you a visual snapshot of where you’re at and the impact of different scenarios on your financial goals. Before our meeting, we ask you to provide information that helps us understand your personal goals, circumstances and finances.
We focus on 'healthy wealth,' ensuring you enjoy life's journey and not just the destination. Because we start with the financial mapping process, the choices you make are truly personal to you. We don’t cut corners, so you have the best experience.
We don’t assist in finding, buying, selling, or conducting any other transactions related to properties), however we can show you how an investment portfolio can affect your wealth, and using our financial mapping software, show you how investment property purchases or sales can affect your future.
By understanding your personal aspirations, current financial state, and long-term goals.
Transparency is key. We discuss all investment upfront.
Absolutely! Insurance is a pivotal part of securing your financial future. If you want to grow your wealth, insurance is critical. So, we help our clients find the right level of insurance cover for their health, life, mortgage and income.
Regular reviews are crucial. We typically recommend annual assessments, but this can vary based on individual needs.
Certainly! Reducing debt and optimising cash flow are among our specialisations.
Every client's journey is unique. Some changes are immediate, while others, like investment growth, take time. As soon as you take action you’ll be on the road to getting the results you’re looking for.
It ensures a balance between enjoying the present while building a prosperous future. So you can go and live your most awesome life and have beautiful experiences that make incredible memories.