Our Services
Our comprehensive financial planning services are designed to help you achieve your long-term goals with precision and confidence. Trust in our expertise to guide you through a strategic approach tailored to your unique financial landscape.
Take control of your money with supportive, one-on-one coaching. We’ll start with a deep dive into your current spending, then create a personalised budget that fits your lifestyle. With monthly check-ins, you’ll stay on track, adjust as needed, and build lasting financial confidence—without the stress.
Not sure if your KiwiSaver is working hard enough for you? Whether you're just starting out or nearing retirement, it's important your fund matches your goals. This service includes a review of your current provider and fund to ensure it fits your needs. I will provide other providers and funds that you may prefer over your current provider. Provide you with any important information to know about KiwiSaver to ensure you can take full advantage of what it can provide you.
Feeling uncertain about your financial direction or wondering if you’re doing the right things for your future? Our comprehensive Financial Planning service is designed to help you feel clear, confident, and in control—no matter what stage of life you’re in.
We’ll work together to create a tailored financial plan based on your goals, lifestyle, and values. Whether you're managing everyday finances, saving for a home, or preparing for retirement, we provide supportive advice to help you make smart, sustainable decisions.
Life can be unpredictable. We help you put the right protection in place—so you and your loved ones are looked after if things don’t go to plan. Together we can ensure you have the right cover for your budget. I can provide you with advice on Life Insurance, Trauma Insurance, Income Protection, Mortgage Repayment, Health Insurance and other personal insurances.
Contact us
Ready to take the next step or just have a few questions? I’d love to hear from you. Whether you're after financial advice, want to chat about your KiwiSaver, or simply need help getting your money sorted—I'm here to help, no pressure.
Fill out the form below, send me an email, or give me a call. Let’s talk about how we can make your finances feel a little lighter.