Important Information Disclosure
We provide clear guidance, personalised support, and a long-term plan that puts you in full control of your financial future.
Our team is fully certified to provide guidance tailored to New Zealanders.
Your personal and financial details are reviewed privately and securely.
We’ve helped thousands of New Zealanders make confident financial decisions.
Clients entrust our advice when investing over $1 billion.
Many women are taking charge of their financial future, yet they often face unique challenges the traditional system doesn’t address.
Uneven earning years, career breaks, rising living costs, and a lack of clear guidance can leave you feeling unsure about your financial position.
You deserve advice that respects your goals, empowers your decisions, and supports long-term independence.
That’s what we’re here to provide.
A 30-minute session with a qualified financial adviser who will assess your current situation and outline the steps that will strengthen your financial position.
You don’t need to prepare anything complicated. Just book your session, have a relaxed conversation with an adviser, and you may walk away with clearer direction. No pressure. No jargon. No obligation.
Tell us a few basic details so we can match you with the right adviser.
We talk through your current situation, goals, concerns and priorities — in simple, everyday language.
You receive a clear outline of where you’re strong, where improvements can be made, and the recommended actions to take next.
A personalised conversation with a qualified adviser
A clear understanding of your financial position
Identification of your risk areas and opportunities
A list of actions tailored to your goals
No jargon, we make everything simple and easy to follow
The option to work with us further, only if you choose to
The value: clarity.
The outcome: confidence in your next steps.
Women often manage more than people realise: careers, households, families, responsibilities. Your financial strategy should support that, not add stress.
We give you clarity, structure, and confidence, so your money works alongside the lifestyle and independence you’re building.
Whether you're growing wealth, strengthening your financial position, or simply wanting a clearer view of your future, we’re here to help.
Real people across New Zealand rely on us to support their financial journey.
Work with accredited advisers who understand the local landscape.
Clients trust us to manage about $200 million on their behalf, and advise on more than another $800 million managed elsewhere.
Questions you might have:
Around 30 minutes.
Yes, completely free. No catch.
No. Though the more you are willing to tell us beforehand via an online form, the better the discussion will likely be. Think of it as filling in some health details before a check-in with a doctor or other health professional.
No. This session is obligation-free.
No. This only suits people who are open to take their finances to the next level.
Absolutely. Everything discussed is confidential.
Claim your Free Financial Health Check and get a clear view of where you stand.
No cost. No obligation. No pressure.
Please select yes if: