Cashflow
We’ll break down what you earn, where your money goes, and highlight life expenses you may not have considered. It’s about understanding the full picture – today and into the future.
Debt Management
Do you have a mortgage or other debt? We review how it’s structured and whether there’s a smarter way to manage it. Thinking about buying a batch, renovating, dropping to one income, or cutting back working hours? We’ll show you the short and long-term financial impact of those choices.
Estate Planning
“I’ve been meaning to sort this for ages.” Sound familiar? Wills and Powers of Attorney can feel overwhelming – we’ll help you tidy these up simply and clearly.
Back Up Plans
What happens if life takes a turn? Whether it’s using your own resources, family support or other safety nets, we’ll help you create a backup plan that fits into your bigger financial picture.
KiwiSaver, Savings & Investments
These are key tools to support your goals. We’ll help you understand how they align with your future plans, and how they grow and support your lifestyle over time.
Retirement Planning
How much is enough? What will retirement look like for you – and when can you realistically get there? We’ll map it out so you can move forward with clarity and confidence.