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!
We help you get clarity by assessing your risk tolerance, investment timeline, and objectives. We can even model your current and future projections.
We'll introduce you to strategies you may not have considered. Together, we'll pinpoint the ones that resonate with your investment goals and lifestyle.
Navigate the multitude of providers, fund choices and contribution rates options, confidently. Let’s help you take your investment from average to Woohoo!
"The meticulous financial mapping session provided a comprehensive overview of our current and future financial state. This process revealed we were over-insured and paying excessive premiums. They also identified we were being charged high KiwiSaver fees. They fixed all these problems. The experience has been truly transformative."
Tapere H & Shane K
Chris & Mia's
Financial Mapping Success!
*names changed for privacy
Optimise KiwiSaver Session
Plan and strategies to get you to where you aspire to be.
- We assess your risk tolerance, investment timeline and objectives.
- Current and future projections on KiwiSaver balance.
- We help you navigate providers, fund choices and contribution strategies.
- We can transfer your KiwiSaver fund.
- KiwiSaver Reviews.
- A customised KiwiSaver Letter of Advice (valued at $175).
- Enjoy 12 months exclusive access to our top-notch financial mapping software (valued at $350 pa).
- * We believe in rewarding action and commitment. Therefore, we're happy to waive our fee if you have had a Financial Mapping advice session with us, or if you have insurance with us. It's our way of saying thank you for trusting us with your financial journey.
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!
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!
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.
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.